13F Filings History of Cassaday & Co Wealth Management LLC

Latest 13F report
Q4 2025 - 03 Feb 2026
Value $
$4,745,514,496
Signature - Title
Andy Armstrong - Compliance Consultant
Location
Mclean, VA
Summary
This page shows a list of all the recent 13F filings made by Cassaday & Co Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cassaday & Co Wealth Management LLC reported 351 stock holdings with total value $4,745,514,496 as of Q4 2025. Top holdings included MGK, IWO, IWP, GLDM, and VGLT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 351 $4,745,514,496 +$391,762,525 -$45,083,050 +$346,679,475 MGK, IWO, IWP, GLDM, VGLT 13F-HR 03 Feb 2026, 11:31
Q3 2025 344 $4,337,795,938 +$52,561,383 -$28,616,743 +$23,944,640 MGK, IWP, IWO, GLDM, VGLT 13F-HR 07 Nov 2025, 11:05
Q2 2025 332 $3,995,160,671 +$284,154,856 -$204,664,985 +$79,489,871 MGK, IWP, IWO, VGLT, GLDM 13F-HR 05 Aug 2025, 15:18
Q1 2025 317 $3,555,806,525 +$89,030,992 -$73,356,187 +$15,674,805 MGK, GLDM, IWP, IWO, VGLT 13F-HR 05 May 2025, 13:02
Q4 2024 320 $3,664,174,538 +$246,194,351 -$54,399,310 +$191,795,041 MGK, GLDM, IWP, IWO, VGLT 13F-HR 03 Feb 2025, 14:22
Q3 2024 311 $3,536,577,505 +$497,235,116 -$314,666,538 +$182,568,578 MGK, GLDM, IWP, IWO, VGLT 13F-HR 07 Nov 2024, 13:50
Q2 2024 290 $3,179,744,625 +$307,992,029 -$258,794,367 +$49,197,662 MGK, WORLD GOLD TR, IWP, IWO, SCHD 13F-HR 30 Jul 2024, 16:02
Q1 2024 296 $3,075,955,703 +$289,016,762 -$291,803,123 -$2,786,361 MGK, WORLD GOLD TR, IWP, IWO, SCHD 13F-HR 08 May 2024, 10:43
Q4 2023 267 $2,884,853,716 +$312,396,301 -$119,874,055 +$192,522,246 MGK, WORLD GOLD TR, IWP, IWO, SCHD Restatement 14 Feb 2024, 09:36
Q3 2023 260 $2,392,826,825 +$232,701,062 -$256,306,143 -$23,605,081 MGK, WORLD GOLD TR, IWO, IWP, SCHD 13F-HR 06 Nov 2023, 13:53
Q2 2023 256 $2,523,293,786 +$31,968,234 -$26,095,678 +$5,872,556 MGK, GLDM, IWO, IWP, SCHD 13F-HR 07 Aug 2023, 15:57
Q1 2023 252 $2,344,477,381 +$337,959,923 -$339,670,715 -$1,710,792 MGK, GLDM, IWO, IWP, SCHD 13F-HR 03 May 2023, 16:05
Q4 2022 253 $2,164,831,280 $0 $0 $0 MGK, GLDM, IWO, IWP, SCHD 13F-HR 07 Feb 2023, 15:38