Cassia Capital Partners, LLC — 13F holdings

Cassia Capital Partners, LLC reported 69 holdings worth $206M in its 13F filing for Q2 2026, filed July 30, 2026.

Largest positions

  1. USMV ISHARES TR — $22.9M (11.1%)
  2. GLD SPDR GOLD TR — $16.9M (8.2%)
  3. USFR WISDOMTREE TR — $13.6M (6.6%)
  4. ACWX ISHARES TR — $12.5M (6.1%)
  5. FPX FIRST TR EXCHANGE-TRADED FD — $12.1M (5.9%)
  6. JMOM J P MORGAN EXCHANGE TRADED F — $11.7M (5.7%)
  7. JEPI J P MORGAN EXCHANGE TRADED F — $10.5M (5.1%)
  8. FTSM FIRST TR EXCHANGE-TRADED FD — $9.81M (4.8%)
  9. GSST GOLDMAN SACHS ETF TR — $9.48M (4.6%)
  10. IVV ISHARES TR — $7.41M (3.6%)