Cassaday & Co Wealth Management »

New Mountain Finance Corp shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of New Mountain Finance Corp (NMFC) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in New Mountain Finance Corp

Tip: Access up to 7 years of quarterly data

All positions including New Mountain Finance Corp held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in New Mountain Finance Corp by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $3.5k 500 6.92

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mrngstr Mega Cap (MGK)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr S&p 500 Val Etf (IVE)
World Gold Tr Spdr Gld Minis (GLDM)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Select Sector Spdr Tr St Str Real Etf (XLRE)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Apple (AAPL)

View all positions for Cassaday & Co Wealth Management

Top funds holding New Mountain Finance Corp

LSV Asset Management
UBS Group
Van Eck Associates Corp.
Invesco
Russell Investments
Dimension Capital Management Partners
CI Private Wealth
Muzinich & Co
HPM Partners
National Philanthropic Trust
Pathstone Holdings
Legal & General Group
Two Sigma Investments
Sumitomo Mitsui Trust Holdings
Advisor Group Holdings

View all funds holding New Mountain Finance Corp