Cassaday & Co Wealth Management LLC has recently filed its 13F-HR report, detailing its investment holdings as of September 30, 2026. The firm reported a total portfolio value of approximately $5.65 billion, marking a significant presence in the wealth management industry.

This filing is crucial as it provides a snapshot of the firm’s investment strategies and market positioning. The report highlights the firm’s focus on various sectors, particularly technology and healthcare, which are currently experiencing dynamic growth. The firm’s strategic investments could indicate broader trends in the wealth management sector, where firms are increasingly looking to diversify their portfolios to capitalize on emerging market opportunities.

Background

Cassaday & Co Wealth Management LLC, incorporated in Delaware, operates within the wealth management space. The firm is not publicly traded and does not have specific SIC codes listed in the EDGAR submissions. The latest filing, dated October 27, 2026, is part of a series of 13F-HR submissions that the firm has made throughout the year, reflecting its ongoing commitment to transparency and regulatory compliance.

What the Filing Says

The 13F-HR filing reveals that Cassaday & Co holds a total of 1,269 positions in various securities, with a total value of $5,652,618,137. The firm’s Chief Compliance Officer, Neal Treanor, signed the filing, indicating the firm’s adherence to SEC regulations. This report is part of the firm’s regular updates to the SEC, showcasing its investment activities and holdings.

Impact

This filing may affect various stakeholders, including clients, competitors, and market analysts. Clients can gain insights into the firm’s investment strategies, while competitors may analyze the report to understand market trends and adjust their strategies accordingly. The wealth management industry as a whole may also benefit from the insights provided in such filings, as they reflect the evolving landscape of investment management.

What's Next

The filing does not specify what happens next, but it is expected that Cassaday & Co will continue to monitor its investments and adjust its portfolio in response to market conditions. Future filings will likely provide further updates on the firm’s investment strategies and performance.