Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, DOL, and represent 38.27% of Cascade Financial Partners's stock portfolio.
Added to shares of these 10 stocks: MGK (+$13M), VO (+$5.7M), MUB, MBB, TIP, TLH, DOL, IEI, IVV, IWF.
Started 30 new stock positions in UFOX, BE, BNO, SUSL, SOXX, SJNK, GBTC, WTAI, CB, NXP.
Reduced shares in these 10 stocks: BNL, CRWD, AMD, VEA, , MO, AIQ, FBTC, TXN, VCIT.
Sold out of its positions in CSQ, COIN, XOM, FBTC, FPE, GILD, ISRG, PFF, SLV, IBIT. LOW, PSX, SPGI, SYK.
Cascade Financial Partners was a net buyer of stock by $60M.
Cascade Financial Partners has $1.2B in assets under management (AUM), dropping by 18.71%.
Central Index Key (CIK): 0002021208

Tip: Access up to 7 years of quarterly data

Positions held by Cascade Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Cascade Financial Partners

Cascade Financial Partners holds 279 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Eli Lilly & Co. (LLY)	24.7	$284M		237k	1199.43	View chart
Apple (AAPL)	4.7	$55M		189k	289.36	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.7	$43M	-2%	600k	71.25	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.2	$37M	+7%	49k	748.89	View chart
Wisdomtree Tr True Dev Intl Fd (DOL)	2.0	$23M	+14%	308k	74.36	View chart
Ishares Core Msci Emkt (IEMG)	1.7	$20M		235k	82.84	View chart
NVIDIA Corporation (NVDA)	1.6	$19M		92k	200.09	View chart
PerkinElmer (RVTY)	1.6	$18M		163k	111.26	View chart
Ishares Tr Tips Bd Etf (TIP)	1.6	$18M	+19%	165k	109.43	View chart
Pepsi (PEP)	1.5	$18M		129k	135.40	View chart
Ishares Tr 3yrtb Etf (ISHG)	1.5	$17M	+13%	227k	74.24	View chart
Spdr Series Trust St Str P400mid (SPMD)	1.5	$17M	+4%	248k	67.56	View chart
Vanguard World Mega Grwth Ind (MGK)	1.4	$17M	+413%	188k	87.91	View chart
Amazon (AMZN)	1.4	$16M		69k	238.34	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	1.4	$16M	+19%	134k	117.45	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	1.3	$16M	+22%	154k	100.35	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	1.3	$15M		290k	50.39	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	1.2	$14M	+8%	270k	51.78	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$13M		36k	370.04	View chart
Ishares Tr Mbs Etf (MBB)	1.1	$13M	+38%	135k	94.52	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.9	$9.9M		42k	236.62	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.9	$9.8M	+6%	167k	58.92	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.9	$9.8M	+5%	152k	64.71	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$9.1M	+79%	85k	107.62	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.8	$9.1M	+3%	215k	42.41	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.8	$9.0M	+16%	72k	124.76	View chart
Microsoft Corporation (MSFT)	0.8	$8.7M		23k	373.03	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.8	$8.7M	+21%	132k	65.60	View chart
Tesla Motors (TSLA)	0.7	$8.5M		20k	420.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$8.2M		16k	500.39	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.7	$8.2M	+6%	100k	82.11	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.7	$8.0M	+17%	238k	33.46	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.7	$7.8M	-11%	10k	763.14	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$7.7M		49k	158.03	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$7.6M	+299%	95k	80.57	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.7	$7.6M		16k	477.56	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.7	$7.6M	+32%	73k	103.88	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.7	$7.5M		57k	133.25	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.6	$7.1M	+25%	78k	91.21	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.6	$7.1M		21k	343.91	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.6	$7.0M		129k	53.79	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.6	$6.8M	+29%	64k	106.47	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.6	$6.4M		158k	40.68	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$6.3M		18k	357.37	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$6.2M		82k	75.79	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$5.7M	-2%	16k	353.32	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.5	$5.7M	+3%	69k	82.27	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.5	$5.6M	+8%	61k	91.57	View chart
Vanguard World Financials Etf (VFH)	0.5	$5.6M	+11%	42k	131.60	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$5.5M		108k	50.58	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.5	$5.5M	+15%	53k	103.05	View chart
Meta Platforms Cl A (META)	0.4	$5.0M		8.8k	563.30	View chart
Ishares Tr Core Msci Intl (IDEV)	0.4	$4.9M		55k	89.01	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.4	$4.9M	-3%	92k	53.08	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.4	$4.8M		86k	56.52	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$4.6M		56k	82.34	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$4.5M		6.00	748850.00	View chart
Broadstone Net Lease (BNL)	0.4	$4.3M	-41%	207k	20.67	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$4.2M	-3%	5.8k	736.41	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$4.2M		116k	36.26	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$3.9M		5.3k	746.72	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.3	$3.6M	+8%	87k	41.43	View chart
Ishares Tr New York Mun Etf (NYF)	0.3	$3.4M	+8%	63k	53.91	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$3.3M		35k	96.43	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$3.3M	-2%	17k	197.60	View chart
Advanced Micro Devices (AMD)	0.3	$3.0M	-23%	5.2k	580.92	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$3.0M		19k	163.67	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$3.0M	+361%	24k	124.17	View chart
Spdr Index Shs Fds St Marke Cap Etf (EWX)	0.3	$3.0M		40k	74.30	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$2.9M		18k	164.27	View chart
Bank of New York Mellon Corporation (BNY)	0.2	$2.8M		20k	144.61	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$2.8M		31k	89.20	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$2.8M	+3%	46k	59.69	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$2.7M		52k	51.85	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.2	$2.6M	+3%	29k	87.88	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$2.6M	+10%	27k	96.58	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$2.3M		15k	156.30	View chart
Simon Property (SPG)	0.2	$2.3M	+21%	10k	223.66	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$2.2M		23k	95.62	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$2.2M	-2%	32k	69.90	View chart
Illinois Tool Works (ITW)	0.2	$2.2M	-4%	8.2k	270.47	View chart
Stag Industrial (STAG)	0.2	$2.2M	+27%	58k	38.06	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$2.0M		20k	103.96	View chart
Equity Residential Sh Ben Int (EQR)	0.2	$1.9M	+34%	29k	67.93	View chart
Johnson & Johnson (JNJ)	0.2	$1.9M	-6%	7.6k	253.95	View chart
International Business Machines (IBM)	0.2	$1.9M		6.8k	281.23	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.9M		2.8k	686.74	View chart
Costco Wholesale Corporation (COST)	0.2	$1.9M		2.0k	935.64	View chart
Merck & Co (MRK)	0.2	$1.9M		15k	128.50	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$1.9M	-9%	79k	23.68	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.8M		4.9k	368.38	View chart
Texas Instruments Incorporated (TXN)	0.2	$1.8M	-22%	5.9k	298.05	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$1.7M	-3%	5.7k	303.14	View chart
Broadcom (AVGO)	0.1	$1.7M	+7%	4.5k	377.72	View chart
Enterprise Products Partners (EPD)	0.1	$1.7M	-2%	47k	36.76	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$1.6M	-19%	20k	82.65	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$1.6M		16k	96.32	View chart
Nextera Energy (NEE)	0.1	$1.5M	-3%	18k	87.77	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$1.5M		6.2k	246.20	View chart
Realty Income (O)	0.1	$1.5M	+14%	24k	61.96	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$1.4M		11k	127.51	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$1.4M		73k	19.12	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$1.4M	+13%	13k	102.81	View chart
AFLAC Incorporated (AFL)	0.1	$1.3M	-3%	12k	117.25	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$1.3M		21k	63.04	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.1	$1.3M	-9%	43k	30.01	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.3M		3.9k	327.36	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.3M		35k	36.87	View chart
Toyota Motor Corp Ads (TM)	0.1	$1.3M		7.4k	168.42	View chart
Micron Technology (MU)	0.1	$1.2M	-3%	1.1k	1153.88	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.2M		2.4k	513.50	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$1.2M		22k	55.93	View chart
CSX Corporation (CSX)	0.1	$1.2M	-4%	25k	47.53	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.2M		16k	75.51	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT)	0.1	$1.2M	-11%	13k	92.41	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.1M	+37%	4.7k	242.43	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.1M		5.3k	212.77	View chart
Cisco Systems (CSCO)	0.1	$1.1M	-8%	9.2k	117.46	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$1.1M		47k	22.90	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.1	$1.1M		25k	42.44	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.0M		4.7k	221.20	View chart
Intel Corporation (INTC)	0.1	$1.0M	+12%	7.4k	139.63	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$1.0M		5.7k	176.65	View chart
Chubb (CB)	0.1	$998k	NEW	2.9k	340.74	View chart
Home Depot (HD)	0.1	$993k	-2%	2.8k	352.71	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$992k		18k	56.33	View chart
Rockwell Automation (ROK)	0.1	$976k		2.0k	495.08	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.1	$969k	NEW	80k	12.12	View chart
Raytheon Technologies Corp (RTX)	0.1	$952k		5.0k	189.73	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.1	$935k	+4%	12k	77.03	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$921k	-10%	33k	27.70	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$907k	-6%	3.0k	300.45	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$902k	-8%	8.8k	102.16	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.1	$902k	NEW	63k	14.31	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$901k	-5%	31k	29.43	View chart
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL)	0.1	$899k	NEW	18k	49.65	View chart
United Sts Brent Oil Unit (BNO)	0.1	$895k	NEW	22k	40.69	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$887k		13k	68.41	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$886k		15k	59.71	View chart
Ishares Em Mkts Div Etf (DVYE)	0.1	$858k		27k	32.23	View chart
Netflix (NFLX)	0.1	$855k	+4%	12k	71.40	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$797k	-2%	5.2k	152.18	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$785k	-5%	1.1k	703.34	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$764k		14k	53.61	View chart
Palantir Technologies Cl A (PLTR)	0.1	$758k	-7%	6.5k	116.67	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.1	$748k		9.0k	83.07	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$745k		13k	56.48	View chart
Palo Alto Networks (PANW)	0.1	$744k	+2%	2.2k	341.02	View chart
Union Pacific Corporation (UNP)	0.1	$743k	-3%	2.7k	272.00	View chart
Marsh & McLennan Companies (MRSH)	0.1	$743k		4.5k	166.65	View chart
Novartis Sponsored Adr (NVS)	0.1	$742k		4.7k	156.72	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.1	$718k		16k	44.03	View chart
Bank of America Corporation (BAC)	0.1	$714k	+12%	13k	56.98	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$687k		6.2k	110.15	View chart
Caterpillar (CAT)	0.1	$672k	-2%	631.00	1064.92	View chart
Crane Company Common Stock (CR)	0.1	$657k		2.9k	223.07	View chart
UnitedHealth (UNH)	0.1	$656k	-4%	1.6k	415.62	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$655k	+494%	7.6k	86.14	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$651k		6.6k	98.20	View chart
Pfizer (PFE)	0.1	$641k		27k	24.08	View chart
Abbvie (ABBV)	0.1	$635k		2.5k	251.64	View chart
Applied Materials (AMAT)	0.1	$632k	-27%	874.00	723.00	View chart
Texas Pacific Land Corp (TPL)	0.1	$613k	-6%	1.4k	437.64	View chart
Servicenow (NOW)	0.1	$598k	+81%	6.0k	99.28	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$598k	-6%	8.1k	73.41	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$584k		2.4k	242.97	View chart
McDonald's Corporation (MCD)	0.1	$576k	-8%	2.1k	270.31	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$573k		16k	36.13	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.0	$571k		26k	22.26	View chart
Visa Com Cl A (V)	0.0	$566k		1.7k	343.00	View chart
Ishares Msci Cda Etf (EWC)	0.0	$523k	NEW	9.1k	57.64	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$519k	-3%	3.5k	148.30	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$517k	+6%	10k	51.05	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Helt (PSCH)	0.0	$494k	-11%	9.4k	52.37	View chart
Parker-Hannifin Corporation (PH)	0.0	$487k		498.00	978.12	View chart
At&t (T)	0.0	$485k		23k	20.70	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$481k	-12%	6.4k	75.45	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.0	$480k	+4%	11k	42.78	View chart
U Haul Holding Company Com Ser N (UHAL.B)	0.0	$478k	NEW	8.3k	57.70	View chart
Coca-Cola Company (KO)	0.0	$474k		5.8k	81.26	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.0	$473k		12k	38.23	View chart
Lam Research Corp Com New (LRCX)	0.0	$468k	+7%	1.1k	433.45	View chart
Amgen (AMGN)	0.0	$465k		1.3k	362.01	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$457k	+21%	3.1k	146.42	View chart
Altria (MO)	0.0	$457k	-64%	6.4k	71.95	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$452k	+10%	2.7k	164.58	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$451k		4.6k	98.98	View chart
Wells Fargo & Company (WFC)	0.0	$444k	-5%	5.4k	82.64	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$441k	+31%	4.3k	102.30	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.0	$441k		5.8k	75.89	View chart
Vaneck Etf Trust Mortgage Reit (MORT)	0.0	$435k	-27%	42k	10.36	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$427k		11k	40.64	View chart
Lockheed Martin Corporation (LMT)	0.0	$423k		831.00	509.50	View chart
Goldman Sachs (GS)	0.0	$423k	+69%	418.00	1011.37	View chart
Vicor Corporation (VICR)	0.0	$412k	NEW	1.1k	379.78	View chart
Spdr Series Trust St Str P500val (SPYV)	0.0	$401k	+6%	6.6k	60.79	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$399k		13k	31.71	View chart
Emerson Electric (EMR)	0.0	$394k	-3%	2.8k	143.15	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$394k	+23%	6.4k	61.46	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.0	$391k		8.9k	43.76	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$385k	NEW	600.00	640.76	View chart
Qualcomm (QCOM)	0.0	$376k	-2%	2.0k	184.81	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$374k	+2%	4.8k	77.11	View chart
Linde SHS (LIN)	0.0	$369k	+3%	711.00	518.67	View chart
Oracle Corporation (ORCL)	0.0	$367k	+9%	2.5k	146.52	View chart
Ge Vernova (GEV)	0.0	$365k	+6%	311.00	1174.90	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$358k	-14%	33k	10.84	View chart
Boeing Company (BA)	0.0	$356k	+7%	1.6k	216.52	View chart
Chevron Corporation (CVX)	0.0	$351k	-20%	2.1k	165.76	View chart
Uscf Etf Tr Mids Ene Inc Etf (UMI)	0.0	$351k	-14%	6.0k	58.84	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$347k	+700%	2.9k	119.52	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$341k		3.9k	88.53	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$341k	-62%	5.2k	65.61	View chart
Procter & Gamble Company (PG)	0.0	$335k	+3%	2.3k	146.65	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.0	$333k	-5%	6.9k	47.97	View chart
American Centy Etf Tr International Lr (AVIV)	0.0	$327k		4.2k	77.42	View chart
Hannon Armstrong (HASI)	0.0	$327k		8.4k	39.05	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$325k		971.00	334.80	View chart
Spdr Series Trust St Str Sp Regbnk (KRE)	0.0	$321k	-10%	4.3k	74.85	View chart
J P Morgan Exchange Traded F Beta Cda Etf New (BBCA)	0.0	$319k	NEW	3.2k	99.40	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	0.0	$319k		5.4k	59.35	View chart
Ishares Tr Mortge Rel Etf (REM)	0.0	$319k		15k	22.05	View chart
Wisdomtree Tr Intl Midcap Dv (DIM)	0.0	$311k		3.7k	85.23	View chart
Spdr Series Trust St Str R1k Yld (ONEY)	0.0	$307k		2.4k	128.10	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.0	$305k	NEW	4.0k	76.16	View chart
O'reilly Automotive (ORLY)	0.0	$298k		3.2k	92.09	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$295k		5.8k	50.60	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$294k		5.1k	57.84	View chart
Illumina (ILMN)	0.0	$292k		1.7k	175.83	View chart
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT)	0.0	$286k	+21%	13k	22.73	View chart
Truist Financial Corp equities (TFC)	0.0	$286k		5.7k	49.82	View chart
Yum! Brands (YUM)	0.0	$283k		1.8k	159.89	View chart
Verizon Communications (VZ)	0.0	$283k	-5%	6.7k	42.34	View chart
Blackrock (BLK)	0.0	$280k	-5%	291.00	961.77	View chart
Colgate-Palmolive Company (CL)	0.0	$280k		3.1k	91.68	View chart
Norfolk Southern (NSC)	0.0	$273k		869.00	314.59	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.0	$273k		13k	20.37	View chart
Spdr Series Trust St Term High Etf (SJNK)	0.0	$273k	NEW	11k	25.03	View chart
General Dynamics Corporation (GD)	0.0	$272k		769.00	354.24	View chart
Bloom Energy Corp Com Cl A (BE)	0.0	$271k	NEW	895.00	302.70	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$271k	NEW	413.00	655.89	View chart
Wisdomtree Tr Arti Int Inn Fd (WTAI)	0.0	$270k	NEW	5.7k	47.47	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.0	$262k		5.5k	47.71	View chart
DaVita (DVA)	0.0	$260k	NEW	1.2k	222.48	View chart
Tcg Bdc (CGBD)	0.0	$259k	NEW	25k	10.53	View chart
Citigroup Com New (C)	0.0	$255k	-5%	1.8k	139.96	View chart
Ameriprise Financial (AMP)	0.0	$254k		554.00	458.76	View chart
eBay (EBAY)	0.0	$249k		2.2k	111.76	View chart
Eaton Corp SHS (ETN)	0.0	$247k	-16%	579.00	425.83	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.0	$244k	+2%	19k	12.66	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$244k	+400%	8.9k	27.41	View chart
Hercules Technology Growth Capital (HTGC)	0.0	$241k		15k	15.77	View chart
Ishares Tr Micro-cap Etf (IWC)	0.0	$240k	NEW	1.2k	200.04	View chart
Philip Morris International (PM)	0.0	$238k		1.3k	180.91	View chart
TJX Companies (TJX)	0.0	$236k		1.6k	151.49	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.0	$235k	NEW	2.7k	87.04	View chart
Hess Midstream Cl A Shs (HESM)	0.0	$233k		6.2k	37.60	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$232k	-10%	1.9k	124.46	View chart
Etf Ser Solutions Defiance Space A (UFOX)	0.0	$230k	NEW	2.4k	95.04	View chart
Tcw Etf Trust Trans Syste Etf (PWRD)	0.0	$221k	NEW	1.8k	122.96	View chart
Invesco Exchange Traded Fd T Dors Wri Mom Etf (PDP)	0.0	$220k	NEW	1.5k	151.73	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$220k	NEW	1.4k	156.97	View chart
Progressive Corporation (PGR)	0.0	$217k	NEW	995.00	218.54	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.0	$215k	NEW	1.6k	132.76	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.0	$215k	NEW	1.6k	134.56	View chart
Canadian Natural Resources (CNQ)	0.0	$213k	-14%	5.4k	39.50	View chart
Astrazeneca Ord (AZN)	0.0	$210k		1.1k	189.69	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$210k	NEW	533.00	393.96	View chart
Oneok (OKE)	0.0	$209k		2.4k	86.94	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$207k	NEW	1.6k	132.24	View chart
Ishares Msci Sth Kor Etf (EWY)	0.0	$207k	NEW	1.0k	201.90	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$201k	NEW	4.4k	45.52	View chart
Endeavour Silver Corp (EXK)	0.0	$141k	+15%	17k	8.28	View chart
Branchout Food (BOF)	0.0	$115k		25k	4.60	View chart
Fibrobiologics Com New (FBLG)	0.0	$103k	+562%	109k	0.95	View chart
Opko Health (OPK)	0.0	$100k		67k	1.50	View chart
Nuveen Cr Strategies Income Com Shs (JQC)	0.0	$50k		10k	4.86	View chart
Ready Cap Corp Com reit (RC)	0.0	$43k		25k	1.75	View chart
Protalix Biotherapeutics (PLX)	0.0	$28k		12k	2.33	View chart

Past Filings by Cascade Financial Partners

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

Cascade Financial Partners 2026 Q2 filed Aug. 4, 2026
Cascade Financial Partners 2026 Q1 filed May 12, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z