Institutions / Cassia Capital Partners, LLC
Cassia Capital Partners, LLC
CIK 1844897 · Institution · as of Dec 31, 2025
Portfolio value
$184.78M
Positions
63
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 63 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares MSCI UAE ETF | $21.42M | 11.6% |
| SPDR Gold Tr | $17.92M | 9.7% |
| WisdomTree Tr | $13.69M | 7.4% |
| J P Morgan Exchange Traded F | $11.78M | 6.4% |
| iShares Tr | $9.98M | 5.4% |
| First Tr Exchange-Traded Fd | $9.47M | 5.1% |
| First Tr Exchange-Traded Fd | $9.23M | 5.0% |
| iShares Tr | $9.17M | 5.0% |
| J P Morgan Exchange Traded F | $8.85M | 4.8% |
| Goldman Sachs ETF Tr | $8.59M | 4.6% |
| Goldman Sachs ETF Tr | $3.24M | 1.8% |
| Apple Inc. | $2.84M | 1.5% |
| iShares MSCI UAE ETF | $2.40M | 1.3% |
| Microsoft Corp | $2.24M | 1.2% |
| Alphabet Inc. | $2.13M | 1.2% |
| NVIDIA Corp | $2.12M | 1.1% |
| Broadcom Inc. | $1.93M | 1.0% |
| Cisco Systems, Inc. | $1.84M | 1.0% |
| JPMorgan Chase & Co | $1.83M | 1.0% |
| General Motors Co | $1.73M | 0.9% |
| ELI LILLY & Co | $1.68M | 0.9% |
| Warren E. Buffett | $1.67M | 0.9% |
| Johnson & Johnson | $1.65M | 0.9% |
| AbbVie Inc. | $1.52M | 0.8% |
| Merck & Co., Inc. | $1.49M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.