# EDGAR Filing Document

**Accession Number:** 0001844897
**File Stem:** 0001951757-23-000062
**Filing Date:** 2023-1
**Character Count:** 10595
**Document Hash:** 719624f672b39eb6d57694bf1788ced3
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-23-000062.hdr.sgml**: 20230125

**ACCESSION NUMBER**: 0001951757-23-000062

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230125

**DATE AS OF CHANGE**: 20230125

**EFFECTIVENESS DATE**: 20230125

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Cassia Capital Partners, LLC
- **CENTRAL INDEX KEY:** 0001844897
- **IRS NUMBER:** 453820844
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20768
- **FILM NUMBER:** 23550858

**BUSINESS ADDRESS:**
- **STREET 1:** 1144 WEST FOURTH STREET, SUITE 200
- **CITY:** WINSTON SALEM
- **STATE:** NC
- **ZIP:** 27101
- **BUSINESS PHONE:** (336) 723-4585

**MAIL ADDRESS:**
- **STREET 1:** 1144 WEST FOURTH STREET, SUITE 200
- **CITY:** WINSTON SALEM
- **STATE:** NC
- **ZIP:** 27101

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**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:** Cassia Capital Partners LLC<br>**Address:** 1144 WEST FOURTH STREET SUITE 200<br>WINSTON SALEM, NC 27101

**Form 13F File Number:** 028-20768

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:** CHARLES BARHAM<br>**Title:** MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER<br>**Phone:** (336) 723-4585

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

CHARLES BARHAM  WINSTON SALEM, NC  01-25-2023<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:** 74

**Form 13F Information Table Value Total:** $121661839

      (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 |
| ISHARES TR | ETF | 46429B697 |  | 25069705 | 347707 | SH |  | SOLE |  | 347707 | 0 | 0 |
| ISHARES TR | ETF | 46436E882 |  | 16750540 | 678160 | SH |  | SOLE |  | 678160 | 0 | 0 |
| GOLDMAN SACHS ETF TR | ETF | 381430230 |  | 13719881 | 276862 | SH |  | SOLE |  | 276862 | 0 | 0 |
| ISHARES TR | ETF | 46432F396 |  | 9615198 | 65889 | SH |  | SOLE |  | 65889 | 0 | 0 |
| VANGUARD WELLINGTON FD | ETF | 921935805 |  | 8843769 | 89630 | SH |  | SOLE |  | 89630 | 0 | 0 |
| ISHARES TR | ETF | 46429B747 |  | 5309804 | 54763 | SH |  | SOLE |  | 54763 | 0 | 0 |
| FIRST TR EXCHANGE TRAD FD VI | ETF | 33739H101 |  | 5121164 | 209112 | SH |  | SOLE |  | 209112 | 0 | 0 |
| SPDR GOLD TR | ETF | 78463V107 |  | 4569932 | 26939 | SH |  | SOLE |  | 26939 | 0 | 0 |
| ISHARES TR | ETF | 464288612 |  | 4446014 | 43393 | SH |  | SOLE |  | 43393 | 0 | 0 |
| FIRST TR EXCHANGE TRADED FD | ETF | 336920103 |  | 3458930 | 43962 | SH |  | SOLE |  | 43962 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | ETF | 33739Q408 |  | 1176139 | 19787 | SH |  | SOLE |  | 19787 | 0 | 0 |
| MICROSOFT CORP | STOCK | 594918104 |  | 904278 | 3771 | SH |  | SOLE |  | 3771 | 0 | 0 |
| TRUIST FINL CORP | STOCK | 89832Q109 |  | 828543 | 19255 | SH |  | SOLE |  | 19255 | 0 | 0 |
| EXXON MOBIL CORP | STOCK | 30231G102 |  | 817235 | 7409 | SH |  | SOLE |  | 7409 | 0 | 0 |
| MERCK  CO INC | STOCK | 58933Y105 |  | 674687 | 6081 | SH |  | SOLE |  | 6081 | 0 | 0 |
| PEPSICO INC | STOCK | 713448108 |  | 659409 | 3650 | SH |  | SOLE |  | 3650 | 0 | 0 |
| APPLE INC | STOCK | 037833100 |  | 650819 | 5009 | SH |  | SOLE |  | 5009 | 0 | 0 |
| DUKE ENERGY CORP NEW | STOCK | 26441C204 |  | 611246 | 5935 | SH |  | SOLE |  | 5935 | 0 | 0 |
| PROCTER AND GAMBLE CO | STOCK | 742718109 |  | 594721 | 3924 | SH |  | SOLE |  | 3924 | 0 | 0 |
| JOHNSON  JOHNSON | STOCK | 478160104 |  | 588421 | 3331 | SH |  | SOLE |  | 3331 | 0 | 0 |
| ISHARES TR | ETF | 464287614 |  | 576091 | 2689 | SH |  | SOLE |  | 2689 | 0 | 0 |
| CISCO SYS INC | STOCK | 17275R102 |  | 554434 | 11638 | SH |  | SOLE |  | 11638 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | STOCK | 084670702 |  | 551078 | 1784 | SH |  | SOLE |  | 1784 | 0 | 0 |
| ISHARES TR | ETF | 464288257 |  | 534532 | 6298 | SH |  | SOLE |  | 6298 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO | STOCK | 110122108 |  | 445802 | 6196 | SH |  | SOLE |  | 6196 | 0 | 0 |
| LOWES COS INC | STOCK | 548661107 |  | 432949 | 2173 | SH |  | SOLE |  | 2173 | 0 | 0 |
| AMGEN INC | STOCK | 031162100 |  | 432043 | 1645 | SH |  | SOLE |  | 1645 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | STOCK | 92343V104 |  | 394788 | 10020 | SH |  | SOLE |  | 10020 | 0 | 0 |
| LILLY ELI  CO | STOCK | 532457108 |  | 380474 | 1040 | SH |  | SOLE |  | 1040 | 0 | 0 |
| COCA COLA CO | STOCK | 191216100 |  | 378543 | 5951 | SH |  | SOLE |  | 5951 | 0 | 0 |
| MCDONALDS CORP | STOCK | 580135101 |  | 374476 | 1421 | SH |  | SOLE |  | 1421 | 0 | 0 |
| COMCAST CORP NEW | STOCK | 20030N101 |  | 372465 | 10651 | SH |  | SOLE |  | 10651 | 0 | 0 |
| PROGRESSIVE CORP | STOCK | 743315103 |  | 371230 | 2862 | SH |  | SOLE |  | 2862 | 0 | 0 |
| AT INC | STOCK | 00206R102 |  | 360505 | 19582 | SH |  | SOLE |  | 19582 | 0 | 0 |
| REPUBLIC SVCS INC | STOCK | 760759100 |  | 353691 | 2742 | SH |  | SOLE |  | 2742 | 0 | 0 |
| HERSHEY CO | STOCK | 427866108 |  | 352913 | 1524 | SH |  | SOLE |  | 1524 | 0 | 0 |
| ABBVIE INC | STOCK | 00287Y109 |  | 348593 | 2157 | SH |  | SOLE |  | 2157 | 0 | 0 |
| MARRIOTT INTL INC NEW | STOCK | 571903202 |  | 344531 | 2314 | SH |  | SOLE |  | 2314 | 0 | 0 |
| ELEVANCE HEALTH INC | STOCK | 036752103 |  | 333943 | 651 | SH |  | SOLE |  | 651 | 0 | 0 |
| ISHARES TR | ETF | 46434VBG4 |  | 322955 | 13225 | SH |  | SOLE |  | 13225 | 0 | 0 |
| UNITEDHEALTH GROUP INC | STOCK | 91324P102 |  | 312806 | 590 | SH |  | SOLE |  | 590 | 0 | 0 |
| ILLINOIS TOOL WKS INC | STOCK | 452308109 |  | 309522 | 1405 | SH |  | SOLE |  | 1405 | 0 | 0 |
| ISHARES TR | ETF | 464287499 |  | 307842 | 4564 | SH |  | SOLE |  | 4564 | 0 | 0 |
| ALTRIA GROUP INC | STOCK | 02209S103 |  | 302692 | 6622 | SH |  | SOLE |  | 6622 | 0 | 0 |
| AMAZON COM INC | STOCK | 023135106 |  | 299510 | 3566 | SH |  | SOLE |  | 3566 | 0 | 0 |
| CIGNA CORP NEW | STOCK | 125523100 |  | 298869 | 902 | SH |  | SOLE |  | 902 | 0 | 0 |
| NORTHROP GRUMMAN CORP | STOCK | 666807102 |  | 290265 | 532 | SH |  | SOLE |  | 532 | 0 | 0 |
| LOCKHEED MARTIN CORP | STOCK | 539830109 |  | 288975 | 594 | SH |  | SOLE |  | 594 | 0 | 0 |
| FIDELITY NATL INFORMATION SV | ETF | 31620M106 |  | 288295 | 4249 | SH |  | SOLE |  | 4249 | 0 | 0 |
| U HAUL HOLDING COMPANY | STOCK | 023586100 |  | 288190 | 4788 | SH |  | SOLE |  | 4788 | 0 | 0 |
| GILEAD SCIENCES INC | STOCK | 375558103 |  | 287426 | 3348 | SH |  | SOLE |  | 3348 | 0 | 0 |
| TEXAS INSTRS INC | STOCK | 882508104 |  | 286987 | 1737 | SH |  | SOLE |  | 1737 | 0 | 0 |
| T-MOBILE US INC | STOCK | 872590104 |  | 284340 | 2031 | SH |  | SOLE |  | 2031 | 0 | 0 |
| PAYCHEX INC | STOCK | 704326107 |  | 284162 | 2459 | SH |  | SOLE |  | 2459 | 0 | 0 |
| CVS HEALTH CORP | STOCK | 126650100 |  | 283391 | 3041 | SH |  | SOLE |  | 3041 | 0 | 0 |
| VERTEX PHARMACEUTICALS INC | STOCK | 92532F100 |  | 282716 | 979 | SH |  | SOLE |  | 979 | 0 | 0 |
| METLIFE INC | STOCK | 59156R108 |  | 282677 | 3906 | SH |  | SOLE |  | 3906 | 0 | 0 |
| WASTE MGMT INC DEL | STOCK | 94106L109 |  | 282541 | 1801 | SH |  | SOLE |  | 1801 | 0 | 0 |
| MCKESSON CORP | STOCK | 58155Q103 |  | 282090 | 752 | SH |  | SOLE |  | 752 | 0 | 0 |
| ISHARES TR | ETF | 46434VBD1 |  | 281674 | 11582 | SH |  | SOLE |  | 11582 | 0 | 0 |
| ALPHABET INC | STOCK | 02079K305 |  | 277573 | 3146 | SH |  | SOLE |  | 3146 | 0 | 0 |
| REGENERON PHARMACEUTICALS | STOCK | 75886F107 |  | 274888 | 381 | SH |  | SOLE |  | 381 | 0 | 0 |
| WASTE CONNECTIONS INC | STOCK | 94106B101 |  | 274095 | 2069 | SH |  | SOLE |  | 2069 | 0 | 0 |
| VANGUARD WELLINGTON FD | ETF | 921935607 |  | 248963 | 2519 | SH |  | SOLE |  | 2519 | 0 | 0 |
| CHEVRON CORP NEW | STOCK | 166764100 |  | 237824 | 1325 | SH |  | SOLE |  | 1325 | 0 | 0 |
| WALMART INC | STOCK | 931142103 |  | 237782 | 1677 | SH |  | SOLE |  | 1677 | 0 | 0 |
| CONOCOPHILLIPS | STOCK | 20825C104 |  | 231280 | 1960 | SH |  | SOLE |  | 1960 | 0 | 0 |
| MARATHON PETE CORP | STOCK | 56585A102 |  | 217184 | 1866 | SH |  | SOLE |  | 1866 | 0 | 0 |
| NVIDIA CORPORATION | STOCK | 67066G104 |  | 216141 | 1479 | SH |  | SOLE |  | 1479 | 0 | 0 |
| FORD MTR CO DEL | STOCK | 345370860 |  | 215504 | 18530 | SH |  | SOLE |  | 18530 | 0 | 0 |
| RYDER SYS INC | STOCK | 783549108 |  | 210931 | 2524 | SH |  | SOLE |  | 2524 | 0 | 0 |
| HCA HEALTHCARE INC | STOCK | 40412C101 |  | 210445 | 877 | SH |  | SOLE |  | 877 | 0 | 0 |
| ISHARES TR | ETF | 46429B689 |  | 206588 | 3249 | SH |  | SOLE |  | 3249 | 0 | 0 |
| COMPUTER TASK GROUP INC | STOCK | 205477102 |  | 151200 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |

---