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Cascade Financial Partners

Latest statistics and disclosures from Cascade Financial Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are LLY, AAPL, VEA, IVV, PEP, and represent 40.14% of Cascade Financial Partners's stock portfolio.
Added to shares of these 10 stocks: TSLA (+$8.4M), ISHG (+$6.7M), SHY, SHYG, STIP, IEI, SPSB, BK, BIL, DOL.
Started 18 new stock positions in AstraZeneca, FPE, MU, XLP, AVB, WMB, BK, PINS, ILMN, NIO. ARTY, TFC, BX, UMI, ES, GS, WES, GILD.
Reduced shares in these 10 stocks: AAPL, RVTY, VTI, VEA, PEP, IVV, VYM, PGX, IEMG, BND.
Sold out of its positions in BABA, CSQ, CARR, FI, IWO, PFF, IETC, SPYV.
Cascade Financial Partners was a net buyer of stock by $35M.
Cascade Financial Partners has $987M in assets under management (AUM), dropping by 13.10%.
Central Index Key (CIK): 0002021208

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Portfolio Holdings for Cascade Financial Partners

Cascade Financial Partners holds 271 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Eli Lilly & Co. (LLY)	25.8	$254M		237k	1074.68	View chart
Apple (AAPL)	5.3	$53M	-4%	193k	271.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.9	$38M	-4%	613k	62.47	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.2	$31M	-4%	46k	684.94	View chart
Pepsi (PEP)	2.0	$20M	-7%	137k	143.52	View chart
NVIDIA Corporation (NVDA)	1.7	$17M		90k	186.50	View chart
Ishares Core Msci Emkt (IEMG)	1.7	$16M	-4%	243k	67.22	View chart
Amazon (AMZN)	1.6	$16M		70k	230.82	View chart
Wisdomtree Tr True Developed I (DOL)	1.6	$16M	+8%	243k	65.85	View chart
PerkinElmer (RVTY)	1.6	$16M	-12%	163k	96.75	View chart
Vanguard World Mega Grwth Ind (MGK)	1.6	$15M	+8%	37k	412.77	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.5	$15M	-12%	44k	335.27	View chart
Spdr Series Trust State Street Spd (SPMD)	1.3	$13M		228k	57.91	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.3	$13M	+56%	158k	82.82	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.3	$13M		288k	44.41	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.2	$12M	+45%	114k	102.39	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.1	$11M	+4%	235k	46.81	View chart
Microsoft Corporation (MSFT)	1.1	$11M		22k	483.63	View chart
Ishares Tr 3yrtb Etf (ISHG)	1.1	$10M	+183%	138k	75.24	View chart
Tesla Motors (TSLA)	0.9	$9.4M	+866%	208k	44.97	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.9	$9.4M	-4%	43k	219.78	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$8.4M		17k	502.65	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.8	$8.0M	+77%	67k	119.35	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.8	$7.8M		137k	57.24	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.7	$7.3M	+13%	152k	47.79	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$7.1M	-15%	50k	143.52	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$6.8M	-5%	23k	290.23	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.7	$6.6M	+163%	155k	42.87	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.7	$6.6M	-2%	21k	314.80	View chart
Broadstone Net Lease (BNL)	0.6	$6.3M		362k	17.37	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.6	$5.9M	-2%	127k	46.71	View chart
Spdr Series Trust State Street Spd (SPSB)	0.6	$5.9M	+118%	194k	30.20	View chart
Meta Platforms Cl A (META)	0.6	$5.8M	+19%	8.8k	660.07	View chart
Ishares Tr Core Div Grwth (DGRO)	0.6	$5.7M	-5%	82k	69.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$5.6M		18k	313.01	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.6	$5.6M	+8%	57k	98.32	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$5.5M		110k	50.29	View chart
Vanguard World Financials Etf (VFH)	0.6	$5.5M	+19%	41k	133.49	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.5	$5.4M	-2%	162k	33.45	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.5	$5.4M	-4%	12k	468.76	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.5	$5.4M	+9%	53k	101.98	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$5.3M		17k	313.80	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.5	$5.1M	+11%	88k	58.31	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.5	$4.9M		63k	77.53	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.5	$4.8M		16k	303.89	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.5	$4.8M		99k	48.41	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$4.7M	+23%	49k	96.03	View chart
Global X Fds Artificial Etf (AIQ)	0.5	$4.7M	+16%	93k	50.86	View chart
Ishares Tr Core Msci Intl (IDEV)	0.5	$4.6M		56k	82.48	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.5	$4.6M	+5%	55k	84.22	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$4.5M		6.00	754800.00	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.5	$4.5M		87k	51.60	View chart
Spdr Series Trust State Street Spd (BIL)	0.4	$4.2M	+65%	46k	91.38	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$4.2M	+31%	39k	106.70	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$4.0M	+22%	52k	75.77	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$3.9M		57k	69.67	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$3.9M		119k	32.75	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.4	$3.8M	+10%	40k	93.97	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$3.8M	-5%	35k	107.11	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$3.6M		5.9k	614.32	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$3.2M		4.7k	681.87	View chart
Ishares Tr New York Mun Etf (NYF)	0.3	$3.1M		58k	53.51	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$3.1M	-2%	17k	177.37	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$3.0M	-3%	34k	88.49	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$2.8M	-2%	19k	148.98	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$2.7M	-9%	33k	82.32	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$2.7M	-8%	18k	148.69	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.3	$2.5M	+4%	65k	39.45	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$2.5M	-10%	30k	83.75	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$2.5M		5.2k	473.30	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$2.4M		52k	47.02	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$2.3M	-5%	26k	89.43	View chart
Bank of New York Mellon Corporation (BK)	0.2	$2.3M	NEW	20k	116.09	View chart
Illinois Tool Works (ITW)	0.2	$2.2M	-10%	8.9k	246.30	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.2	$2.2M		33k	65.66	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$2.1M		24k	89.46	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$2.1M	-4%	15k	141.14	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$2.1M	+2%	26k	80.22	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$2.0M	-12%	20k	103.56	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$2.0M	-2%	37k	53.76	View chart
International Business Machines (IBM)	0.2	$2.0M	+3%	6.7k	296.23	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$1.9M		33k	59.54	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.9M	-3%	4.9k	396.31	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$1.8M	-5%	88k	20.89	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$1.8M	-25%	25k	74.07	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$1.8M	-8%	36k	50.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.8M		2.8k	627.17	View chart
Costco Wholesale Corporation (COST)	0.2	$1.7M		2.0k	862.33	View chart
Johnson & Johnson (JNJ)	0.2	$1.7M	+4%	8.3k	206.95	View chart
Toyota Motor Corp Ads (TM)	0.2	$1.6M		7.4k	214.06	View chart
Nextera Energy (NEE)	0.2	$1.6M	-16%	19k	80.28	View chart
Merck & Co (MRK)	0.2	$1.6M	-5%	15k	105.26	View chart
Stag Industrial (STAG)	0.2	$1.5M	+39%	41k	36.76	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$1.5M		5.9k	257.96	View chart
Simon Property (SPG)	0.1	$1.4M	+68%	7.8k	185.12	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$1.4M		16k	88.08	View chart
Broadcom (AVGO)	0.1	$1.4M	+22%	4.1k	346.07	View chart
Enterprise Products Partners (EPD)	0.1	$1.4M	+13%	44k	32.06	View chart
Advanced Micro Devices (AMD)	0.1	$1.4M	+13%	6.4k	214.16	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.3M		2.4k	570.77	View chart
AFLAC Incorporated (AFL)	0.1	$1.3M	-8%	12k	110.27	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.3M	+10%	7.7k	173.48	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$1.3M		6.3k	209.11	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.3M	+3%	4.0k	322.25	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.3M	-3%	16k	81.17	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.2M	+10%	6.7k	177.75	View chart
Realty Income (O)	0.1	$1.1M	+20%	20k	56.37	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$1.1M		12k	95.09	View chart
Wisdomtree Tr Artificial Intel (WTAI)	0.1	$1.1M		38k	29.14	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$1.1M	+6%	48k	22.91	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.1M		5.6k	191.56	View chart
Altria (MO)	0.1	$1.1M	+60%	19k	57.66	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$1.1M	-23%	11k	99.88	View chart
Equity Residential Sh Ben Int (EQR)	0.1	$1.0M	+24%	17k	63.04	View chart
Home Depot (HD)	0.1	$1.0M	-2%	3.0k	344.11	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$1.0M	+28%	62k	16.49	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$1.0M		22k	45.98	View chart
CSX Corporation (CSX)	0.1	$999k	-7%	28k	36.25	View chart
McDonald's Corporation (MCD)	0.1	$957k	+8%	3.1k	305.67	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$948k	-6%	32k	30.07	View chart
Raytheon Technologies Corp (RTX)	0.1	$944k		5.1k	183.40	View chart
Procter & Gamble Company (PG)	0.1	$918k	-8%	6.4k	143.31	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$909k	-21%	38k	24.04	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$896k		5.7k	156.63	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.1	$890k		25k	35.58	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$886k	+2%	14k	64.79	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$872k	+42%	16k	53.37	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$859k	-5%	4.7k	181.21	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$850k		16k	52.62	View chart
Marsh & McLennan Companies	0.1	$830k	-4%	4.5k	185.50	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$819k	-9%	30k	26.91	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT)	0.1	$813k		14k	56.61	View chart
Cisco Systems (CSCO)	0.1	$779k	+26%	10k	77.03	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.1	$773k		12k	66.08	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$772k	+10%	3.1k	246.16	View chart
Rockwell Automation (ROK)	0.1	$765k	-7%	2.0k	389.07	View chart
Netflix (NFLX)	0.1	$759k	+1021%	8.1k	93.76	View chart
Ishares Em Mkts Div Etf (DVYE)	0.1	$755k		24k	31.16	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$741k		5.3k	139.16	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$721k	+36%	13k	57.24	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$715k		3.4k	210.34	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$710k		13k	54.71	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$709k	-6%	1.2k	603.28	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$699k	NEW	9.0k	77.68	View chart
Union Pacific Corporation (UNP)	0.1	$686k	-11%	3.0k	231.32	View chart
UnitedHealth (UNH)	0.1	$669k		2.0k	330.15	View chart
Novartis Sponsored Adr (NVS)	0.1	$666k	-2%	4.8k	137.87	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.1	$653k	+3%	14k	46.29	View chart
Pfizer (PFE)	0.1	$651k	-2%	26k	24.90	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$644k		5.0k	128.93	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$639k		6.2k	102.54	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$620k		1.3k	487.72	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$617k	-15%	15k	40.35	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$616k		7.2k	85.77	View chart
Bank of America Corporation (BAC)	0.1	$613k		11k	55.00	View chart
Vaneck Etf Trust Mortgage Reit (MORT)	0.1	$599k	+38%	57k	10.51	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$597k		6.6k	90.00	View chart
At&t (T)	0.1	$589k		24k	24.84	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$570k	-9%	2.1k	268.34	View chart
Visa Com Cl A (V)	0.1	$568k		1.6k	350.61	View chart
Abbvie (ABBV)	0.1	$568k		2.5k	228.48	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$549k		10k	54.77	View chart
Crane Company Common Stock (CR)	0.1	$543k		2.9k	184.43	View chart
Wells Fargo & Company (WFC)	0.1	$528k	-3%	5.7k	93.20	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$523k	-35%	4.7k	110.19	View chart
Oracle Corporation (ORCL)	0.1	$514k	+83%	2.6k	194.88	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$511k		2.4k	211.75	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$508k		12k	41.08	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Helt (PSCH)	0.0	$478k	-7%	11k	44.06	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$461k		3.8k	120.17	View chart
Lockheed Martin Corporation (LMT)	0.0	$448k	+35%	927.00	483.70	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$445k	+14%	5.8k	76.23	View chart
Parker-Hannifin Corporation (PH)	0.0	$438k		498.00	878.96	View chart
Amgen (AMGN)	0.0	$434k	+36%	1.3k	327.30	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$433k	-69%	39k	11.24	View chart
Palo Alto Networks (PANW)	0.0	$432k	+104%	2.3k	184.20	View chart
Texas Pacific Land Corp (TPL)	0.0	$431k	+200%	1.5k	287.22	View chart
Caterpillar (CAT)	0.0	$422k	-3%	737.00	572.88	View chart
Coca-Cola Company (KO)	0.0	$421k	-9%	6.0k	69.91	View chart
Exxon Mobil Corporation (XOM)	0.0	$414k	-10%	3.4k	120.34	View chart
Emerson Electric (EMR)	0.0	$396k	-14%	3.0k	132.72	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.0	$392k		5.8k	67.48	View chart
Spdr Series Trust State Street Spd (SHM)	0.0	$374k		7.8k	47.99	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$365k	-11%	13k	27.43	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$363k		2.7k	136.95	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$356k	-9%	2.5k	141.02	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$355k	-7%	3.2k	109.93	View chart
Blackrock (BLK)	0.0	$351k		328.00	1070.55	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$347k		11k	33.08	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.0	$347k	+64%	19k	17.96	View chart
Uscf Etf Tr Midstream Energy (UMI)	0.0	$341k	NEW	6.9k	49.08	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.0	$337k	NEW	8.5k	39.50	View chart
Oneok (OKE)	0.0	$334k	+21%	4.5k	73.50	View chart
Boeing Company (BA)	0.0	$333k	-21%	1.5k	217.17	View chart
Micron Technology (MU)	0.0	$324k	NEW	1.1k	285.31	View chart
Chevron Corporation (CVX)	0.0	$323k	+27%	2.1k	152.41	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$322k		427.00	753.78	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$322k		3.9k	83.60	View chart
Ishares Tr Mortge Rel Etf (REM)	0.0	$321k		15k	22.18	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$317k		6.3k	50.01	View chart
Spdr Series Trust State Street Spd (KRE)	0.0	$312k		4.8k	64.81	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$311k		4.7k	66.00	View chart
Applied Materials (AMAT)	0.0	$308k		1.2k	256.99	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$301k		1.0k	301.15	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$301k	-23%	6.1k	49.65	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$300k		11k	28.48	View chart
Colgate-Palmolive Company (CL)	0.0	$299k	-18%	3.8k	79.02	View chart
Wisdomtree Tr Intl Midcap Dv (DIM)	0.0	$294k		3.7k	80.56	View chart
Linde SHS (LIN)	0.0	$294k	-10%	689.00	426.17	View chart
O'reilly Automotive (ORLY)	0.0	$292k		3.2k	91.21	View chart
AvalonBay Communities (AVB)	0.0	$289k	NEW	1.6k	181.31	View chart
Hercules Technology Growth Capital (HTGC)	0.0	$288k		15k	18.82	View chart
Verizon Communications (VZ)	0.0	$288k	-3%	7.1k	40.73	View chart
Docusign (DOCU)	0.0	$287k		4.2k	68.40	View chart
Coinbase Global Com Cl A (COIN)	0.0	$283k		1.3k	226.14	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.0	$282k		13k	21.00	View chart
Intuitive Surgical Com New (ISRG)	0.0	$278k		490.00	566.36	View chart
Truist Financial Corp equities (TFC)	0.0	$278k	NEW	5.6k	49.21	View chart
Etf Ser Solutions Us Glb Jets (JETS)	0.0	$277k		9.9k	28.07	View chart
Boston Scientific Corporation (BSX)	0.0	$274k		2.9k	95.37	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$274k		5.1k	53.83	View chart
Spdr Series Trust State Street Spd (ONEY)	0.0	$272k		2.4k	113.56	View chart
Ameriprise Financial (AMP)	0.0	$271k		553.00	490.34	View chart
Yum! Brands (YUM)	0.0	$267k		1.8k	151.31	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	0.0	$267k	-15%	5.4k	49.62	View chart
S&p Global (SPGI)	0.0	$265k		507.00	522.59	View chart
Hannon Armstrong (HASI)	0.0	$263k	+8%	8.4k	31.43	View chart
Super Micro Computer Com New (SMCI)	0.0	$260k	+15%	8.9k	29.27	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$258k		5.2k	49.46	View chart
General Dynamics Corporation (GD)	0.0	$256k	-2%	759.00	336.66	View chart
Qualcomm (QCOM)	0.0	$253k		1.5k	171.04	View chart
Norfolk Southern (NSC)	0.0	$250k		864.00	288.72	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.0	$249k	+2%	18k	14.18	View chart
Walt Disney Company (DIS)	0.0	$246k		2.2k	113.79	View chart
United Parcel Service CL B (UPS)	0.0	$242k	-8%	2.4k	99.19	View chart
eBay (EBAY)	0.0	$239k	-18%	2.7k	87.10	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$238k		3.3k	72.68	View chart
Stryker Corporation (SYK)	0.0	$236k		672.00	351.47	View chart
Intel Corporation (INTC)	0.0	$236k	-15%	6.4k	36.90	View chart
TJX Companies (TJX)	0.0	$235k		1.5k	153.60	View chart
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT)	0.0	$230k		10k	22.31	View chart
Philip Morris International (PM)	0.0	$227k		1.4k	160.40	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$226k		3.9k	58.12	View chart
Citigroup Com New (C)	0.0	$225k	-4%	1.9k	116.69	View chart
Progressive Corporation (PGR)	0.0	$222k		974.00	227.72	View chart
Eaton Corp SHS (ETN)	0.0	$222k		696.00	318.33	View chart
Nike CL B (NKE)	0.0	$221k	-3%	3.5k	63.71	View chart
Illumina (ILMN)	0.0	$218k	NEW	1.7k	131.16	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$217k		1.8k	121.61	View chart
Williams Companies (WMB)	0.0	$216k	NEW	3.6k	60.11	View chart
Goldman Sachs (GS)	0.0	$216k	NEW	246.00	879.00	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$216k	NEW	1.4k	154.14	View chart
Lowe's Companies (LOW)	0.0	$212k		879.00	241.11	View chart
Gilead Sciences (GILD)	0.0	$211k	NEW	1.7k	122.77	View chart
Eversource Energy (ES)	0.0	$209k	NEW	3.1k	67.33	View chart
Alnylam Pharmaceuticals (ALNY)	0.0	$208k	-16%	523.00	397.58	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.0	$207k		1.6k	130.08	View chart
Pinterest Cl A (PINS)	0.0	$207k	NEW	8.0k	25.89	View chart
Global X Fds Fintech Etf (FINX)	0.0	$206k		7.0k	29.43	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.0	$202k	NEW	4.2k	48.18	View chart
Astrazeneca Sponsored Adr	0.0	$202k	NEW	2.2k	91.92	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$202k	NEW	11k	18.22	View chart
Exchange Listed Fds Tr Qraft Ai Us Mmtm (AMOM)	0.0	$201k		4.1k	48.61	View chart
Adobe Systems Incorporated (ADBE)	0.0	$201k		575.00	349.94	View chart
Endeavour Silver Corp (EXK)	0.0	$129k	-39%	14k	9.40	View chart
Ready Cap Corp Com reit (RC)	0.0	$97k	-19%	45k	2.18	View chart
Opko Health (OPK)	0.0	$84k		67k	1.26	View chart
Branchout Food (BOF)	0.0	$80k		25k	3.18	View chart
Fibrobiologics Com Shs (FBLG)	0.0	$71k	+5%	315k	0.22	View chart
Nio Spon Ads (NIO)	0.0	$61k	NEW	12k	5.10	View chart
Protalix Biotherapeutics (PLX)	0.0	$22k	-29%	12k	1.80	View chart

Past Filings by Cascade Financial Partners

SEC 13F filings are viewable for Cascade Financial Partners going back to 2024

Cascade Financial Partners 2025 Q4 filed Feb. 6, 2026
Cascade Financial Partners 2025 Q3 filed Oct. 21, 2025
Cascade Financial Partners 2025 Q2 filed Aug. 7, 2025
Cascade Financial Partners 2025 Q1 filed May 13, 2025
Cascade Financial Partners 2024 Q4 filed Feb. 7, 2025
Cascade Financial Partners 2024 Q3 filed Oct. 25, 2024
Cascade Financial Partners 2024 Q2 filed July 31, 2024

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