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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 37.04% of Cascade Financial Partners's stock portfolio.
Added to shares of these 10 stocks: ISHG, STIP, SPSB, LLY, VFH, SHY, COIN, UNH, PAVE, DOL.
Started 12 new stock positions in INTC, COIN, BABA, C, DOCU, QCOM, AMOM, SKYY, BOF, LOW. TJX, CVX.
Reduced shares in these 10 stocks: VTEB, IVV, PGX, SPY, DEM, CGBD, IWM, AVGO, AMZN, IHDG.
Sold out of its positions in BXSL, BKNG, CMCSA, ES, EXEL, ILMN, IXP, PREF, CGBD, IHDG.
Cascade Financial Partners was a net seller of stock by $-1.8M.
Cascade Financial Partners has $872M in assets under management (AUM), dropping by 4.86%.
Central Index Key (CIK): 0002021208

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Portfolio Holdings for Cascade Financial Partners

Cascade Financial Partners holds 261 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Eli Lilly & Co. (LLY)	20.7	$181M		237k	763.00	View chart
Apple (AAPL)	5.9	$52M		202k	254.63	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.4	$38M		640k	59.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.7	$32M	-2%	48k	669.30	View chart
Pepsi (PEP)	2.4	$21M		147k	140.44	View chart
Ishares Core Msci Emkt (IEMG)	1.9	$17M		256k	65.92	View chart
NVIDIA Corporation (NVDA)	1.9	$17M	-2%	88k	186.58	View chart
PerkinElmer (RVTY)	1.9	$16M		187k	87.65	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.9	$16M		50k	328.17	View chart
Amazon (AMZN)	1.8	$15M	-2%	70k	219.57	View chart
Wisdomtree Tr Intl Lrgcap Dv (DOL)	1.6	$14M	+2%	224k	62.25	View chart
Vanguard World Mega Grwth Ind (MGK)	1.6	$14M		34k	402.42	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	1.5	$13M		225k	57.19	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.4	$12M		290k	42.79	View chart
Microsoft Corporation (MSFT)	1.3	$12M		23k	517.95	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.2	$11M	+2%	226k	46.81	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.1	$9.6M		44k	215.79	View chart
Tesla Motors (TSLA)	1.1	$9.6M		22k	444.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$8.4M		17k	502.74	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.0	$8.4M	+5%	101k	82.96	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$8.2M		58k	140.95	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.9	$8.0M	+8%	78k	103.36	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.9	$7.7M		135k	57.10	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$7.3M		25k	293.75	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.8	$6.6M		22k	307.86	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.7	$6.4M	+6%	134k	47.63	View chart
Broadstone Net Lease (BNL)	0.7	$6.4M	-3%	357k	17.87	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.7	$6.0M	-9%	130k	45.99	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.7	$5.9M		12k	490.38	View chart
Ishares Tr Core Div Grwth (DGRO)	0.7	$5.9M		87k	68.08	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.6	$5.6M		165k	33.68	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$5.5M	-24%	110k	50.07	View chart
Meta Platforms Cl A (META)	0.6	$5.4M		7.4k	734.36	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.6	$5.1M	+7%	52k	96.68	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.6	$4.9M		64k	76.72	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.6	$4.8M	-3%	100k	48.42	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.5	$4.8M	+8%	48k	99.53	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.5	$4.6M		87k	52.30	View chart
Ishares Tr Core Msci Intl (IDEV)	0.5	$4.5M		57k	80.17	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$4.5M		6.00	754200.00	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.5	$4.5M		79k	57.37	View chart
Vanguard World Financials Etf (VFH)	0.5	$4.5M	+12%	34k	131.24	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.5	$4.5M	+7%	38k	119.51	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.5	$4.5M		16k	279.29	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.5	$4.4M	-3%	52k	85.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$4.3M	-7%	18k	243.11	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$4.1M	-4%	17k	243.55	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.5	$4.0M		119k	33.37	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$3.9M	+8%	37k	106.49	View chart
Global X Fds Artificial Etf (AIQ)	0.5	$3.9M	+6%	80k	49.39	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$3.9M		57k	68.46	View chart
Ishares Tr 3yrtb Etf (ISHG)	0.4	$3.7M	+575%	49k	76.18	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$3.7M	+11%	40k	93.37	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$3.5M	-2%	5.8k	600.38	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$3.3M	-2%	36k	91.42	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.4	$3.2M	+5%	36k	89.03	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$3.2M	+3%	30k	106.78	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$3.2M	-18%	4.8k	666.13	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$3.1M		18k	174.58	View chart
Ishares Tr New York Mun Etf (NYF)	0.4	$3.1M		58k	53.35	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$3.1M	+12%	43k	72.26	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$2.9M		37k	78.90	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$2.9M	-2%	34k	84.11	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$2.8M		20k	145.65	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$2.7M		19k	145.60	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.3	$2.7M	+23%	89k	30.29	View chart
Illinois Tool Works (ITW)	0.3	$2.6M	-2%	10k	260.76	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.3	$2.6M	-10%	28k	91.75	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.3	$2.5M	+13%	59k	43.30	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$2.5M		5.3k	468.41	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$2.5M	-6%	33k	74.37	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$2.4M	+4%	28k	88.96	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.3	$2.4M		52k	46.93	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.3	$2.3M		62k	36.55	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$2.3M		16k	142.10	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.3	$2.3M		34k	67.29	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$2.2M		22k	99.11	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$2.1M		24k	87.31	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$2.1M		38k	54.18	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$2.0M		93k	21.57	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$2.0M	-4%	39k	51.09	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.2	$2.0M		25k	78.34	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$1.9M	-7%	33k	58.21	View chart
Costco Wholesale Corporation (COST)	0.2	$1.9M		2.0k	925.62	View chart
International Business Machines (IBM)	0.2	$1.8M		6.5k	282.16	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.8M	+17%	5.1k	355.47	View chart
Nextera Energy (NEE)	0.2	$1.7M		23k	75.49	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.7M	+2%	2.8k	612.32	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$1.5M		5.9k	254.28	View chart
AFLAC Incorporated (AFL)	0.2	$1.5M		13k	111.70	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.2	$1.5M	-37%	127k	11.60	View chart
Johnson & Johnson (JNJ)	0.2	$1.5M	-7%	7.9k	185.42	View chart
Toyota Motor Corp Ads (TM)	0.2	$1.4M		7.4k	191.09	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$1.4M	-6%	16k	87.03	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$1.4M		14k	100.25	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.3M		2.4k	568.70	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$1.3M	-5%	6.3k	209.33	View chart
Merck & Co (MRK)	0.2	$1.3M		16k	83.93	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.3M		7.0k	183.73	View chart
Home Depot (HD)	0.1	$1.3M		3.1k	405.20	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.2M	+8%	3.9k	315.41	View chart
Enterprise Products Partners (EPD)	0.1	$1.2M	+3%	39k	31.27	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.2M		16k	72.77	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$1.1M		48k	23.28	View chart
Broadcom (AVGO)	0.1	$1.1M	-29%	3.4k	329.90	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$1.1M		12k	92.98	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.1M	+11%	6.0k	182.42	View chart
Wisdomtree Tr Artificial Intel (WTAI)	0.1	$1.1M		38k	28.56	View chart
Procter & Gamble Company (PG)	0.1	$1.1M	+7%	7.0k	153.65	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.1M	+5%	5.6k	189.70	View chart
CSX Corporation (CSX)	0.1	$1.1M		30k	35.51	View chart
Stag Industrial (STAG)	0.1	$1.0M	+6%	30k	35.29	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$1.0M	+5%	45k	22.90	View chart
Realty Income (O)	0.1	$1.0M	+4%	17k	60.79	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.0M	+4%	34k	29.64	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$990k		22k	45.08	View chart
Marsh & McLennan Companies (MMC)	0.1	$942k		4.7k	201.51	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$935k	+6%	13k	70.24	View chart
Advanced Micro Devices (AMD)	0.1	$904k	-13%	5.6k	161.79	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.1	$892k		25k	35.69	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$890k		5.0k	176.81	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$889k		5.7k	155.45	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$886k		34k	26.34	View chart
McDonald's Corporation (MCD)	0.1	$881k		2.9k	303.89	View chart
Simon Property (SPG)	0.1	$866k	+5%	4.6k	187.67	View chart
Netflix (NFLX)	0.1	$866k		722.00	1199.53	View chart
Raytheon Technologies Corp (RTX)	0.1	$864k	+9%	5.2k	167.33	View chart
Equity Residential Sh Ben Int (EQR)	0.1	$861k	+3%	13k	64.73	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$854k		16k	52.82	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$825k		7.4k	111.47	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$825k	+3%	48k	17.16	View chart
Union Pacific Corporation (UNP)	0.1	$792k		3.4k	236.37	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.1	$779k		12k	66.64	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT)	0.1	$774k		15k	53.08	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$765k		18k	42.13	View chart
Altria (MO)	0.1	$761k		12k	66.06	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$757k		5.4k	140.05	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$753k		1.3k	596.03	View chart
Rockwell Automation (ROK)	0.1	$741k		2.1k	349.53	View chart
Ishares Em Mkts Div Etf (DVYE)	0.1	$719k	-27%	24k	29.69	View chart
UnitedHealth (UNH)	0.1	$693k	+148%	2.0k	345.29	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$693k		13k	53.40	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$692k		3.4k	203.59	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$688k	-45%	2.8k	241.96	View chart
Pfizer (PFE)	0.1	$682k		27k	25.48	View chart
At&t (T)	0.1	$677k		24k	28.24	View chart
Novartis Sponsored Adr (NVS)	0.1	$633k	-5%	4.9k	128.24	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$633k		5.0k	126.64	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$623k		6.2k	99.95	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$610k		1.3k	479.46	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.1	$601k	-14%	14k	44.20	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$580k	-23%	2.4k	246.63	View chart
Abbvie (ABBV)	0.1	$576k		2.5k	231.58	View chart
Bank of America Corporation (BAC)	0.1	$575k	+3%	11k	51.59	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$574k	+7%	12k	49.95	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$561k		6.6k	84.68	View chart
Visa Com Cl A (V)	0.1	$556k	-2%	1.6k	341.29	View chart
Cisco Systems (CSCO)	0.1	$549k	+2%	8.0k	68.42	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$549k	+6%	7.2k	76.40	View chart
Crane Company Common Stock (CR)	0.1	$542k	-7%	2.9k	184.14	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$540k		10k	53.87	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$529k	-24%	17k	31.62	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$525k		9.2k	57.10	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$518k	+2%	8.0k	65.00	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$510k		2.4k	208.72	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$508k	+7%	5.1k	99.81	View chart
Wells Fargo & Company (WFC)	0.1	$490k		5.9k	83.82	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Helt (PSCH)	0.1	$486k	-18%	12k	41.60	View chart
Texas Pacific Land Corp (TPL)	0.1	$467k		500.00	933.64	View chart
Emerson Electric (EMR)	0.1	$458k	+3%	3.5k	131.18	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$458k		3.9k	118.82	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$455k		12k	36.81	View chart
Vaneck Etf Trust Mortgage Reit (MORT)	0.1	$442k		41k	10.77	View chart
Coca-Cola Company (KO)	0.1	$439k		6.6k	66.32	View chart
Exxon Mobil Corporation (XOM)	0.0	$434k	+5%	3.9k	112.75	View chart
Coinbase Global Com Cl A (COIN)	0.0	$422k	NEW	1.3k	337.49	View chart
Boeing Company (BA)	0.0	$421k		2.0k	215.87	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$410k		15k	27.30	View chart
Oracle Corporation (ORCL)	0.0	$404k	+26%	1.4k	281.15	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.0	$394k		5.8k	67.91	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$391k		2.8k	139.69	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$388k		3.5k	111.23	View chart
Blackrock (BLK)	0.0	$386k		331.00	1166.10	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$381k		2.7k	142.42	View chart
Parker-Hannifin Corporation (PH)	0.0	$378k		498.00	758.15	View chart
Spdr Series Trust Nuveen Ice Short (SHM)	0.0	$375k		7.8k	48.22	View chart
Colgate-Palmolive Company (CL)	0.0	$371k		4.6k	79.94	View chart
Super Micro Computer Com New (SMCI)	0.0	$369k	+18%	7.7k	47.94	View chart
Linde SHS (LIN)	0.0	$368k		774.00	474.78	View chart
Caterpillar (CAT)	0.0	$363k		761.00	477.16	View chart
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)	0.0	$361k		19k	19.29	View chart
O'reilly Automotive (ORLY)	0.0	$345k		3.2k	107.81	View chart
Lockheed Martin Corporation (LMT)	0.0	$341k	-22%	682.00	499.24	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$337k		11k	32.07	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$325k		6.3k	51.23	View chart
Verizon Communications (VZ)	0.0	$322k	+3%	7.3k	43.95	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$319k	-21%	427.00	746.63	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$318k	-2%	5.1k	62.47	View chart
Ishares Tr Mortge Rel Etf (REM)	0.0	$318k	-17%	15k	21.97	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	0.0	$316k		6.3k	49.98	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$308k		4.7k	65.26	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$307k		3.9k	79.79	View chart
eBay (EBAY)	0.0	$305k		3.4k	90.95	View chart
Spdr Series Trust S&p Regl Bkg (KRE)	0.0	$305k	-14%	4.8k	63.30	View chart
Docusign (DOCU)	0.0	$303k	NEW	4.2k	72.09	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$299k		11k	27.90	View chart
Hercules Technology Growth Capital (HTGC)	0.0	$289k		15k	18.91	View chart
Alnylam Pharmaceuticals (ALNY)	0.0	$286k		627.00	455.93	View chart
Wisdomtree Tr Intl Midcap Dv (DIM)	0.0	$282k		3.7k	77.29	View chart
Boston Scientific Corporation (BSX)	0.0	$280k		2.9k	97.65	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.0	$279k		13k	20.93	View chart
Oneok (OKE)	0.0	$273k		3.7k	72.97	View chart
Amgen (AMGN)	0.0	$273k		969.00	282.08	View chart
Ameriprise Financial (AMP)	0.0	$272k		553.00	491.25	View chart
Spdr Series Trust Russell Yield (ONEY)	0.0	$272k		2.4k	113.16	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$271k		1.0k	271.12	View chart
Yum! Brands (YUM)	0.0	$268k		1.8k	152.03	View chart
General Dynamics Corporation (GD)	0.0	$266k		781.00	341.00	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$264k		5.2k	50.63	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$262k		818.00	320.04	View chart
Eaton Corp SHS (ETN)	0.0	$260k	+16%	696.00	374.03	View chart
Norfolk Southern (NSC)	0.0	$260k		864.00	300.41	View chart
Chevron Corporation (CVX)	0.0	$258k	NEW	1.7k	155.29	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.0	$256k		17k	14.94	View chart
Intel Corporation (INTC)	0.0	$254k	NEW	7.6k	33.55	View chart
Nike CL B (NKE)	0.0	$252k	-2%	3.6k	69.73	View chart
Walt Disney Company (DIS)	0.0	$250k		2.2k	114.52	View chart
Qualcomm (QCOM)	0.0	$249k	NEW	1.5k	166.34	View chart
Stryker Corporation (SYK)	0.0	$248k	-4%	672.00	369.67	View chart
S&p Global (SPGI)	0.0	$247k	-4%	507.00	486.71	View chart
Applied Materials (AMAT)	0.0	$246k		1.2k	204.74	View chart
Etf Ser Solutions Us Glb Jets (JETS)	0.0	$243k		9.9k	24.65	View chart
Progressive Corporation (PGR)	0.0	$241k		974.00	246.95	View chart
Hannon Armstrong (HASI)	0.0	$238k		7.8k	30.70	View chart
Global X Fds Fintech Etf (FINX)	0.0	$235k		7.0k	33.52	View chart
Palo Alto Networks (PANW)	0.0	$233k		1.1k	203.62	View chart
Fiserv (FI)	0.0	$230k		1.8k	128.93	View chart
Philip Morris International (PM)	0.0	$229k		1.4k	162.20	View chart
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT)	0.0	$229k		10k	22.24	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.0	$229k		2.3k	101.93	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$224k		3.9k	57.52	View chart
United Parcel Service CL B (UPS)	0.0	$222k	-15%	2.7k	83.53	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.0	$221k		4.0k	55.33	View chart
TJX Companies (TJX)	0.0	$221k	NEW	1.5k	144.53	View chart
Lowe's Companies (LOW)	0.0	$221k	NEW	879.00	251.26	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$221k		3.3k	67.51	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$219k	NEW	1.2k	178.66	View chart
Intuitive Surgical Com New (ISRG)	0.0	$219k		490.00	447.23	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$218k		1.8k	122.45	View chart
Ready Cap Corp Com reit (RC)	0.0	$215k		56k	3.87	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.0	$214k	NEW	1.6k	134.42	View chart
Citigroup Com New (C)	0.0	$206k	NEW	2.0k	101.50	View chart
Carrier Global Corporation (CARR)	0.0	$205k	+16%	3.4k	59.70	View chart
Adobe Systems Incorporated (ADBE)	0.0	$204k		578.00	352.70	View chart
Exchange Listed Fds Tr Qraft Ai Us Mmtm (AMOM)	0.0	$200k	NEW	4.1k	48.32	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.0	$200k	+13%	12k	17.06	View chart
Endeavour Silver Corp (EXK)	0.0	$178k		23k	7.84	View chart
Fibrobiologics Com Shs (FBLG)	0.0	$163k	+2%	298k	0.55	View chart
Opko Health (OPK)	0.0	$103k		67k	1.55	View chart
Branchout Food (BOF)	0.0	$51k	NEW	25k	2.05	View chart
Protalix Biotherapeutics (PLX)	0.0	$38k		17k	2.22	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 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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