Cassaday & Co. Wealth Management LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing reveals the firm holds positions in 1,269 distinct companies.
The portfolio is managed by Chief Compliance Officer Neal Treanor, with the firm's address listed as 8180 Greensboro, Suite 1180, McLean, VA 22102.
The filing provides a detailed list of holdings, including major technology and consumer companies. Notable positions include Alphabet Inc. Class A shares, held at 10,085,235 shares, and Alphabet Inc. Class C shares, held at 11,387,944 shares. Other significant holdings include Apple Inc. with 69,790,899 shares, Amazon.com Inc. with 20,423,075 shares, and Microsoft Corporation with 31,218,12 shares.
The filing also lists substantial positions in financial institutions, such as Bank of America Corporation with 1,573,955 shares, JPMorgan Chase & Co. with 1,464,66 shares, and Berkshire Hathaway Inc. Class B shares with 8,661,343 shares.
Additionally, the portfolio includes a variety of exchange-traded funds (ETFs) and other investment vehicles, managed through firms such as BlackRock and ARK Invest.
