13F Filings History of Cassilly Financial Group LLC

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$113,126,058
Signature - Title
Alicen Brooke Anthony - Practice Manager
Location
Severna Park, MD
Summary
This page shows a list of all the recent 13F filings made by Cassilly Financial Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cassilly Financial Group LLC reported 62 stock holdings with total value $113,126,058 as of Q4 2025. Top holdings included IEFA, VUG, VTV, IVV, and SCHZ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 62 $113,126,058 $0 $0 $0 IEFA, VUG, VTV, IVV, SCHZ 13F-HR 15 Jan 2026, 08:39