account_balance
Investment manager · 13F filer · SEC CIK 1844897
Cassia Capital Partners, LLC
Reported value$207Mas of Sep 30, 2026
Positions69 4 new, 4 sold out
Top 10 weight60.8%USMV alone is 11%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
USMViShares Tr
11.4%
GLDSPDR Gold Trust
8.8%Added +4%
USFRWisdomtree Tr
6.3%Trimmed −4%
ACWXiShares Tr
6.0%
JMOMJ P Morgan Exchange Traded F
5.4%Trimmed −3%
JEPIJ P Morgan Exchange Traded F
5.2%Added +3%
FPXFirst Tr Exchange-Traded Fd
5.1%
FTSMFirst Tr Exchange-Traded Fd
4.7%
GSSTGoldman Sachs ETF Tr
4.5%
IVViShares Tr
3.4%−7%
EDIVSPDR Index SHS FDS
2.3%+13%
GTEKGoldman Sachs ETF Tr
2.2%−5%
USMViShares Tr
11.4%
GLDSPDR Gold Trust
8.8%Added +4%
USFRWisdomtree Tr
6.3%−4%
ACWXiShares Tr
6.0%
JMOMJ P Morgan Exchange Traded F
5.4%−3%
JEPIJ P Morgan Exchange Traded F
5.2%
FPXFirst Tr Exchange-Traded Fd
5.1%
FTSMFirst Tr Exchange-Traded Fd
4.7%
GSSTGoldman Sachs ETF Tr
4.5%
IVViShares Tr
3.4%
EDIV2.3%
GTEK2.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
USMV iShares Tr 11.4% Held
GLD SPDR Gold Trust 8.8% Added +4%USFR Wisdomtree Tr 6.3% Trimmed −4%
ACWX iShares Tr 6.0% Held
JMOM J P Morgan Exchange Traded F 5.4% Trimmed −3%
JEPI J P Morgan Exchange Traded F 5.2% Added +3%
FPX First Tr Exchange-Traded Fd 5.1% Held
FTSM First Tr Exchange-Traded Fd 4.7% Held
GSST Goldman Sachs ETF Tr 4.5% Held
IVV iShares Tr 3.4% Trimmed −7%
EDIV SPDR Index SHS FDS 2.3% Added +13%
GTEK Goldman Sachs ETF Tr 2.2% Trimmed −5%
What changed
Biggest moves since Jun 30, 2026
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