# EDGAR Filing Document

**Accession Number:** 0001844897
**File Stem:** 0001951757-25-001208
**Filing Date:** 2025-10
**Character Count:** 9519
**Document Hash:** 8c9c820636437e9f9345050cdae33633
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-25-001208.hdr.sgml**: 20251028

**ACCESSION NUMBER**: 0001951757-25-001208

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251028

**DATE AS OF CHANGE**: 20251027

**EFFECTIVENESS DATE**: 20251028

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Cassia Capital Partners, LLC
- **CENTRAL INDEX KEY:** 0001844897

**ORGANIZATION NAME:**
- **EIN:** 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:** 251420971

**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:** 09-30-2025

**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:** 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:** Chief Compliance Officer<br>**Phone:** (336) 723-4585

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

Charles Barham  Winston Salem, NC  10-27-2025<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:** 60

**Form 13F Information Table Value Total:** $183149147

      (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 |
| ABBVIE INC | COM | 00287Y109 |  | 1592430 | 6878 | SH |  | SOLE |  | 6878 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1795303 | 7385 | SH |  | SOLE |  | 7385 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 1456727 | 6634 | SH |  | SOLE |  | 6634 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 2707768 | 10634 | SH |  | SOLE |  | 10634 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 1450123 | 51350 | SH |  | SOLE |  | 51350 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 1413984 | 27408 | SH |  | SOLE |  | 27408 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1719973 | 3421 | SH |  | SOLE |  | 3421 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 1919388 | 5818 | SH |  | SOLE |  | 5818 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 1665169 | 24337 | SH |  | SOLE |  | 24337 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 1266901 | 19103 | SH |  | SOLE |  | 19103 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 1379478 | 11147 | SH |  | SOLE |  | 11147 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 1244173 | 1631 | SH |  | SOLE |  | 1631 | 0 | 0 |
| EOG RES INC | COM | 26875P101 |  | 1060419 | 9458 | SH |  | SOLE |  | 9458 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1385304 | 12287 | SH |  | SOLE |  | 12287 | 0 | 0 |
| FEDEX CORP | COM | 31428X106 |  | 1128689 | 4786 | SH |  | SOLE |  | 4786 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 |  | 10020298 | 167256 | SH |  | SOLE |  | 167256 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | US EQTY OPPT ETF | 336920103 |  | 10564729 | 63582 | SH |  | SOLE |  | 63582 | 0 | 0 |
| GENERAL MTRS CO | COM | 37045V100 |  | 1372371 | 22509 | SH |  | SOLE |  | 22509 | 0 | 0 |
| GOLDMAN SACHS ETF TR | FUTURE TECH LEAD | 38149W812 |  | 3517376 | 90166 | SH |  | SOLE |  | 90166 | 0 | 0 |
| GOLDMAN SACHS ETF TR | ULTRA SHORT BOND | 381430230 |  | 6194097 | 122172 | SH |  | SOLE |  | 122172 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 1373221 | 3389 | SH |  | SOLE |  | 3389 | 0 | 0 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 375180 | 5772 | SH |  | SOLE |  | 5772 | 0 | 0 |
| ISHARES TR | MSCI ACWI ETF | 464288257 |  | 719816 | 5207 | SH |  | SOLE |  | 5207 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 10108595 | 15103 | SH |  | SOLE |  | 15103 | 0 | 0 |
| ISHARES TR | MSCI ACWI EX US | 464288240 |  | 9089312 | 139814 | SH |  | SOLE |  | 139814 | 0 | 0 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 20668977 | 217248 | SH |  | SOLE |  | 217248 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 874990 | 1868 | SH |  | SOLE |  | 1868 | 0 | 0 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 394150 | 1936 | SH |  | SOLE |  | 1936 | 0 | 0 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 660209 | 6838 | SH |  | SOLE |  | 6838 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 202037 | 835 | SH |  | SOLE |  | 835 | 0 | 0 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 2455765 | 9576 | SH |  | SOLE |  | 9576 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 11378845 | 199279 | SH |  | SOLE |  | 199279 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | US MOMENTUM | 46641Q779 |  | 9082288 | 133754 | SH |  | SOLE |  | 133754 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1521748 | 8207 | SH |  | SOLE |  | 8207 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1896322 | 6012 | SH |  | SOLE |  | 6012 | 0 | 0 |
| LOWES COS INC | COM | 548661107 |  | 536856 | 2136 | SH |  | SOLE |  | 2136 | 0 | 0 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 588360 | 2259 | SH |  | SOLE |  | 2259 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 1348891 | 2371 | SH |  | SOLE |  | 2371 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 1192698 | 3925 | SH |  | SOLE |  | 3925 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 1242977 | 14810 | SH |  | SOLE |  | 14810 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1617904 | 2203 | SH |  | SOLE |  | 2203 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 2488855 | 4805 | SH |  | SOLE |  | 4805 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 1571047 | 1310 | SH |  | SOLE |  | 1310 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2203407 | 11809 | SH |  | SOLE |  | 11809 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 276105 | 1966 | SH |  | SOLE |  | 1966 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 1127557 | 7338 | SH |  | SOLE |  | 7338 | 0 | 0 |
| PROGRESSIVE CORP | COM | 743315103 |  | 1098356 | 4448 | SH |  | SOLE |  | 4448 | 0 | 0 |
| REPUBLIC SVCS INC | COM | 760759100 |  | 1277906 | 5569 | SH |  | SOLE |  | 5569 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 238111 | 1423 | SH |  | SOLE |  | 1423 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 12701068 | 35730 | SH |  | SOLE |  | 35730 | 0 | 0 |
| SPDR INDEX SHS FDS | S EM MKT DIV | 78463X533 |  | 510489 | 13140 | SH |  | SOLE |  | 13140 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 896119 | 2595 | SH |  | SOLE |  | 2595 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 705707 | 9888 | SH |  | SOLE |  | 9888 | 0 | 0 |
| VANGUARD WELLINGTON FD | US MULTIFACTOR | 921935607 |  | 314950 | 2183 | SH |  | SOLE |  | 2183 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 1215870 | 27665 | SH |  | SOLE |  | 27665 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 1391785 | 4077 | SH |  | SOLE |  | 4077 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 1282521 | 12444 | SH |  | SOLE |  | 12444 | 0 | 0 |
| WASTE CONNECTIONS INC | COM | 94106B101 |  | 1122015 | 6380 | SH |  | SOLE |  | 6380 | 0 | 0 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 1229415 | 5567 | SH |  | SOLE |  | 5567 | 0 | 0 |
| WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 |  | 19314023 | 384206 | SH |  | SOLE |  | 384206 | 0 | 0 |

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