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Cassia Capital Partners, LLC 13F holdings

Filed 2026-07-30 · Cassia Capital Partners, LLC · 69 positions · $206.3M

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TickerCompanySharesValue% of portfolio
USMVISHARES TR237.0K$22.9M11.1%
GLDSPDR GOLD TR45.8K$16.9M8.2%
USFRWISDOMTREE TR269.2K$13.6M6.6%
ACWXISHARES TR164.2K$12.5M6.1%
FPXFIRST TR EXCHANGE-TRADED FD58.7K$12.1M5.9%
JMOMJ P MORGAN EXCHANGE TRADED F137.2K$11.7M5.7%
JEPIJ P MORGAN EXCHANGE TRADED F186.7K$10.5M5.1%
FTSMFIRST TR EXCHANGE-TRADED FD164.2K$9.8M4.8%
GSSTGOLDMAN SACHS ETF TR187.4K$9.5M4.6%
IVVISHARES TR9.9K$7.4M3.6%
—GOLDMAN SACHS ETF TR82.4K$5.2M2.5%
EDIVSPDR INDEX SHS FDS103.3K$4.2M2.1%
MTUMISHARES TR9.6K$3.3M1.6%
AAPLAPPLE INC11.0K$3.2M1.5%
CSCOCISCO SYS INC24.0K$2.8M1.4%
NVDANVIDIA CORPORATION11.6K$2.3M1.1%
JNJJOHNSON & JOHNSON8.0K$2.0M1.0%
LLYELI LILLY & CO1.6K$1.9M0.9%
GOOGLALPHABET INC5.4K$1.9M0.9%
JPMJPMORGAN CHASE & CO5.8K$1.9M0.9%
MRKMERCK & CO INC14.8K$1.9M0.9%
MSFTMICROSOFT CORP5.1K$1.9M0.9%
AVGOBROADCOM INC4.9K$1.8M0.9%
BRK-BBERKSHIRE HATHAWAY INC DEL3.6K$1.8M0.9%
ABBVABBVIE INC7.0K$1.8M0.9%
EXMOCEXXON MOBIL CORP12.3K$1.7M0.8%
DUKDUKE ENERGY CORP NEW12.9K$1.6M0.8%
BACBANK OF AMER CORP27.9K$1.6M0.8%
AMZNAMAZON COM INC6.7K$1.6M0.8%
GMGENERAL MTRS CO19.4K$1.5M0.7%
VVISA INC4.3K$1.5M0.7%
FDXFEDEX CORP4.6K$1.4M0.7%
IBMINTERNATIONAL BUSINESS MACHS5.1K$1.4M0.7%
UNHUNITEDHEALTH GROUP INC3.4K$1.4M0.7%
WMTWALMART INC12.5K$1.4M0.7%
EOGEOG RES INC10.4K$1.3M0.7%
WMWASTE MGMT INC DEL5.9K$1.3M0.6%
METAMETA PLATFORMS INC2.3K$1.3M0.6%
RSGREPUBLIC SVCS INC6.1K$1.3M0.6%
VEUVANGUARD INTL EQUITY INDEX F15.4K$1.3M0.6%
MAMASTERCARD INCORPORATED2.5K$1.3M0.6%
PGRPROGRESSIVE CORP5.8K$1.3M0.6%
WCNWASTE CONNECTIONS INC7.5K$1.3M0.6%
MCDMCDONALDS CORP4.6K$1.2M0.6%
VZVERIZON COMMUNICATIONS INC29.0K$1.2M0.6%
PGPROCTER & GAMBLE CO8.3K$1.2M0.6%
TAT&T INC56.8K$1.2M0.6%
NFLXNETFLIX INC.15.5K$1.1M0.5%
NEMNEWMONT CORP11.8K$1.1M0.5%
ACWIISHARES TR6.9K$1.1M0.5%
IWFISHARES TR7.3K$903,9580.4%
IBITISHARES BITCOIN TRUST ETF25.5K$848,8620.4%
MARMARRIOTT INTL INC NEW2.2K$833,1320.4%
IWRISHARES TR6.9K$762,8630.4%
LOWLOWES COS INC2.1K$470,8140.2%
IWDISHARES TR1.8K$439,7680.2%
TFCTRUIST FINL CORP8.3K$411,4630.2%
VFMFVANGUARD WELLINGTON FD2.1K$378,0080.2%
GVIISHARES TR3.3K$352,5870.2%
FDXFFEDEX FGHT HLDG CO INC2.1K$321,6300.2%
Top Fund Holdings
13F
Top Fund Holdings

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