Cassaday & Co Wealth Management LLC

Position in TD — Toronto Dominion Bank

CIK 1963612 MCLEAN, VA

Position in TD

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$4,610,211

+$1,067,604 QoQ

Shares Held

37,966

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#230

of 897 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $14,769,157 across 15 Banks - Diversified names. TD ranks #2 (31.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	19,805	$6,482,770
2	TD	Toronto Dominion Bank This page	37,966	$4,610,211
3	BAC	Bank Of America Corp /De/	28,070	$1,599,428
4	C	Citigroup Inc	5,892	$824,644
5	WFC	Wells Fargo & Company/Mn	7,076	$584,760
6	BNY	Bank of New York Mellon Corp	2,757	$398,689
7	RY	Royal Bank Of Canada	829	$171,578
8	BCS	Barclays PLC	934	$25,087

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,610,211	37,966	0.0%	Shares	Sole	2026-08-10
2026-03-31	$3,542,607	37,966	-0.6%	Shares	Sole	2026-05-07
2025-12-31	$3,599,005	38,206	0.0%	Shares	Sole	2026-02-03
2025-09-30	$3,054,569	38,206	0.0%	Shares	Sole	2025-11-07
2025-06-30	$2,806,230	38,206	0.0%	Shares	Sole	2025-08-05
2025-03-31	$2,290,067	38,206	0.0%	Shares	Sole	2025-05-05
2024-12-31	$2,034,087	38,206	0.0%	Shares	Sole	2025-02-03
2024-09-30	$2,416,911	38,206	0.0%	Shares	Sole	2024-11-07
2024-06-30	$2,099,801	38,206	-1.5%	Shares	Sole	2024-07-30
2024-03-31	$2,343,106	38,806	+0.6%	Shares	Sole	2024-05-08
2023-12-31	$2,492,134	38,566	0.0%	Shares	Sole	2024-02-14
2023-09-30	$2,323,987	38,566	0.0%	Shares	Sole	2023-11-06
2023-06-30	$2,391,477	38,566	-0.1%	Shares	Sole	2023-08-07
2023-03-31	$2,312,379	38,604	-0.2%	Shares	Sole	2023-05-03
2022-12-31	$2,503,880	38,664	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.