# EDGAR Filing Document

**Accession Number:** 0002090777
**File Stem:** 0002090777-26-000002
**Filing Date:** 2026-1
**Character Count:** 10178
**Document Hash:** 7b87efcde5db98619da8b132427d6795
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002090777-26-000002.hdr.sgml**: 20260115

**ACCESSION NUMBER**: 0002090777-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260115

**DATE AS OF CHANGE**: 20260115

**EFFECTIVENESS DATE**: 20260115

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Cassilly Financial Group LLC
- **CENTRAL INDEX KEY:** 0002090777

**ORGANIZATION NAME:**
- **EIN:** 833276563
- **STATE OF INCORPORATION:** MD
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25917
- **FILM NUMBER:** 26534797

**BUSINESS ADDRESS:**
- **STREET 1:** 572 BALTIMORE ANNAPOLIS BLVD
- **CITY:** SEVERNA PARK
- **STATE:** MD
- **ZIP:** 21146
- **BUSINESS PHONE:** 4107935210

**MAIL ADDRESS:**
- **STREET 1:** 572 BALTIMORE ANNAPOLIS BLVD
- **CITY:** SEVERNA PARK
- **STATE:** MD
- **ZIP:** 21146

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Cassilly Financial Group LLC<br>**Address:** 572 BALTIMORE ANNAPOLIS BLVD<br>SEVERNA PARK, MD 21146

**Form 13F File Number:** 028-25917

**CRD Number (if applicable):** 000300672

**SEC File Number (if applicable):** 80-1132612

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Alicen Brooke Anthony<br>**Title:** Practice Manager<br>**Phone:** 4107935210

**Signature, Place, and Date of Signing:**

Alicen Brooke Anthony  Severna Park, MD  01-15-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 62

**Form 13F Information Table Value Total:** $113126058

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 |  | 225742 | 978 | SH |  | SOLE | 0 | 0 | 0 | 978 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 363232 | 3562 | SH |  | SOLE | 0 | 0 | 0 | 3562 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 681242 | 8845 | SH |  | SOLE | 0 | 0 | 0 | 8845 |
| APPLE INC | COM | 037833100 |  | 241955 | 890 | SH |  | SOLE | 0 | 0 | 0 | 890 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 |  | 2620485 | 43093 | SH |  | SOLE | 0 | 0 | 0 | 43093 |
| BLACKROCK ETF TRUST | ISHARES US THEMA | 09290C806 |  | 1031711 | 26756 | SH |  | SOLE | 0 | 0 | 0 | 26756 |
| BLACKROCK ETF TRUST | ISHARES A I INNO | 09290C780 |  | 847552 | 25452 | SH |  | SOLE | 0 | 0 | 0 | 25452 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 |  | 2170694 | 41135 | SH |  | SOLE | 0 | 0 | 0 | 41135 |
| BONDBLOXX ETF TRUST | BLOOMBERG TEN YR | 09789C812 |  | 2714685 | 58734 | SH |  | SOLE | 0 | 0 | 0 | 58734 |
| CAPITAL GROUP INTERNATIONAL | SHS | 14021T102 |  | 276469 | 8507 | SH |  | SOLE | 0 | 0 | 0 | 8507 |
| FIDELITY COVINGTON TRUST | ENHANCED MID | 31609A503 |  | 2141466 | 58864 | SH |  | SOLE | 0 | 0 | 0 | 58864 |
| FIDELITY COVINGTON TRUST | EMERG MKTS MLTFT | 316092543 |  | 694368 | 22486 | SH |  | SOLE | 0 | 0 | 0 | 22486 |
| GLOBAL X FDS | DEFENSE TECH ETF | 37960A529 |  | 384334 | 5932 | SH |  | SOLE | 0 | 0 | 0 | 5932 |
| INVESCO EXCH TRADED FD TR II | S 500 MOMNTM | 46138E339 |  | 827247 | 6933 | SH |  | SOLE | 0 | 0 | 0 | 6933 |
| INVESCO EXCHANGE TRADED FD T | S 500 TOP 50 | 46137V233 |  | 1719772 | 29011 | SH |  | SOLE | 0 | 0 | 0 | 29011 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 1321344 | 19657 | SH |  | SOLE | 0 | 0 | 0 | 19657 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 435935 | 5998 | SH |  | SOLE | 0 | 0 | 0 | 5998 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 942780 | 40946 | SH |  | SOLE | 0 | 0 | 0 | 40946 |
| ISHARES TR | SYSTEMATIC BD ET | 46435U796 |  | 796710 | 8876 | SH |  | SOLE | 0 | 0 | 0 | 8876 |
| ISHARES TR | CONV BD ETF | 46435G102 |  | 824193 | 8367 | SH |  | SOLE | 0 | 0 | 0 | 8367 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 1589368 | 31781 | SH |  | SOLE | 0 | 0 | 0 | 31781 |
| ISHARES TR | US SML CAP EQT | 46434V290 |  | 852670 | 11387 | SH |  | SOLE | 0 | 0 | 0 | 11387 |
| ISHARES TR | MSCI INTL VLU FT | 46435G409 |  | 2633546 | 69213 | SH |  | SOLE | 0 | 0 | 0 | 69213 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 654521 | 7733 | SH |  | SOLE | 0 | 0 | 0 | 7733 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 14132914 | 157980 | SH |  | SOLE | 0 | 0 | 0 | 157980 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 1348434 | 6789 | SH |  | SOLE | 0 | 0 | 0 | 6789 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 |  | 3489671 | 74982 | SH |  | SOLE | 0 | 0 | 0 | 74982 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 |  | 242076 | 2381 | SH |  | SOLE | 0 | 0 | 0 | 2381 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 1834961 | 25696 | SH |  | SOLE | 0 | 0 | 0 | 25696 |
| ISHARES TR | MBS ETF | 464288588 |  | 2537855 | 26653 | SH |  | SOLE | 0 | 0 | 0 | 26653 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 511022 | 4771 | SH |  | SOLE | 0 | 0 | 0 | 4771 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 799555 | 8304 | SH |  | SOLE | 0 | 0 | 0 | 8304 |
| ISHARES TR | S 100 ETF | 464287101 |  | 216757 | 632 | SH |  | SOLE | 0 | 0 | 0 | 632 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 231122 | 2314 | SH |  | SOLE | 0 | 0 | 0 | 2314 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 405550 | 2031 | SH |  | SOLE | 0 | 0 | 0 | 2031 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 317592 | 4812 | SH |  | SOLE | 0 | 0 | 0 | 4812 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 2293749 | 10816 | SH |  | SOLE | 0 | 0 | 0 | 10816 |
| ISHARES TR | CORE S ETF | 464287200 |  | 4421288 | 6455 | SH |  | SOLE | 0 | 0 | 0 | 6455 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 2655760 | 21546 | SH |  | SOLE | 0 | 0 | 0 | 21546 |
| J P MORGAN EXCHANGE TRADED F | DIVERSFED RTRN | 46641Q886 |  | 1666343 | 15335 | SH |  | SOLE | 0 | 0 | 0 | 15335 |
| LIMBACH HLDGS INC | COM | 53263P105 |  | 250677 | 3220 | SH |  | SOLE | 0 | 0 | 0 | 3220 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 1574920 | 2762 | SH |  | SOLE | 0 | 0 | 0 | 2762 |
| RBB FD INC | US TREAS 3 MNTH | 74933W452 |  | 404054 | 8101 | SH |  | SOLE | 0 | 0 | 0 | 8101 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 4067986 | 174069 | SH |  | SOLE | 0 | 0 | 0 | 174069 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 359110 | 14938 | SH |  | SOLE | 0 | 0 | 0 | 14938 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 1154447 | 38392 | SH |  | SOLE | 0 | 0 | 0 | 38392 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 389442 | 8769 | SH |  | SOLE | 0 | 0 | 0 | 8769 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 3863716 | 48164 | SH |  | SOLE | 0 | 0 | 0 | 48164 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A409 |  | 470992 | 4414 | SH |  | SOLE | 0 | 0 | 0 | 4414 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A508 |  | 384322 | 6765 | SH |  | SOLE | 0 | 0 | 0 | 6765 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 359388 | 4852 | SH |  | SOLE | 0 | 0 | 0 | 4852 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 11047051 | 57841 | SH |  | SOLE | 0 | 0 | 0 | 57841 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 3450892 | 13378 | SH |  | SOLE | 0 | 0 | 0 | 13378 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 11330134 | 23224 | SH |  | SOLE | 0 | 0 | 0 | 23224 |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | 922040845 |  | 2716469 | 36013 | SH |  | SOLE | 0 | 0 | 0 | 36013 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 3153584 | 58660 | SH |  | SOLE | 0 | 0 | 0 | 58660 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 |  | 1932096 | 13480 | SH |  | SOLE | 0 | 0 | 0 | 13480 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 |  | 363787 | 7727 | SH |  | SOLE | 0 | 0 | 0 | 7727 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 213948 | 2836 | SH |  | SOLE | 0 | 0 | 0 | 2836 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 203818 | 1685 | SH |  | SOLE | 0 | 0 | 0 | 1685 |
| WALMART INC | COM | 931142103 |  | 231733 | 2080 | SH |  | SOLE | 0 | 0 | 0 | 2080 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 1106822 | 12965 | SH |  | SOLE | 0 | 0 | 0 | 12965 |

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