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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 36.63% of Cascade Financial Partners's stock portfolio.
Added to shares of these 10 stocks: TIP (+$15M), TLH (+$13M), MBB (+$9.3M), SPIB (+$6.8M), IEI (+$5.3M), ISHG, SHYG, DOL, MUB, AVES.
Started 19 new stock positions in AVIV, VRT, PFF, LRCX, TLH, SPYV, PSX, AZN, CSQ, SPYD. Fibrobiologics, SPIB, MBB, GEV, NOW, SLV, CNQ, JQC, HESM.
Reduced shares in these 10 stocks: TSLA (-$70M), STIP (-$11M), SHY (-$5.3M), SPSB, BIL, AIQ, VTI, FLOT, BND, WTAI.
Sold out of its positions in ADBE, ALNY, AstraZeneca, AVB, BX, BSX, DIS, DOCU, JETS, ES.
Cascade Financial Partners was a net seller of stock by $-41M.
Cascade Financial Partners has $970M in assets under management (AUM), dropping by -1.66%.
Central Index Key (CIK): 0002021208

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Portfolio Holdings for Cascade Financial Partners

Cascade Financial Partners holds 263 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Eli Lilly & Co Eli Lilly & Co (LLY)	22.4	$218M		237k	919.77	View chart
Apple Apple Inc (AAPL)	5.0	$48M		190k	253.79	View chart
Vanguard Tax-managed Fds Vanguard Tax-managed Fds (VEA)	4.0	$39M		613k	64.08	View chart
Ishares Tr Ishares Tr (IVV)	3.1	$30M		46k	653.20	View chart
Pepsico Pepsico Inc (PEP)	2.1	$20M	-3%	132k	155.29	View chart
Wisdomtree Tr Wisdomtree Tr (DOL)	1.9	$18M	+11%	270k	67.99	View chart
Nvidia Corporation Nvidia Corporation (NVDA)	1.7	$16M	+3%	93k	174.40	View chart
Ishares Ishares Inc (IEMG)	1.7	$16M	-4%	233k	69.75	View chart
Ishares Tr Ishares Tr (TIP)	1.6	$15M	+4155%	138k	110.36	View chart
Ishares Tr Ishares Tr (ISHG)	1.5	$15M	+44%	201k	74.18	View chart
Amazon Amazon Com Inc (AMZN)	1.5	$15M		70k	208.27	View chart
Revvity Revvity Inc (RVTY)	1.5	$14M		163k	87.61	View chart
Spdr Series Trust Spdr Series Trust (SPMD)	1.5	$14M	+4%	238k	59.22	View chart
Vanguard World Vanguard World Fd (MGK)	1.4	$14M		37k	367.44	View chart
Ishares Tr Ishares Tr (IEI)	1.4	$13M	+67%	112k	118.60	View chart
Spdr Index Shs Fds Spdr Index Shs Fds (SPDW)	1.4	$13M		290k	45.65	View chart
Ishares Tr Ishares Tr (TLH)	1.3	$13M	NEW	126k	100.72	View chart
Spdr Index Shs Fds Spdr Index Shs Fds (SPEM)	1.2	$12M	+5%	249k	46.91	View chart
Vanguard Index Fds Vanguard Index Fds (VTI)	1.2	$11M	-18%	36k	320.81	View chart
Ishares Tr Ishares Tr (MBB)	1.0	$9.3M	NEW	98k	94.95	View chart
Vanguard Specialized Funds Vanguard Specialized Funds (VIG)	0.9	$9.0M		42k	215.06	View chart
Ishares Tr Ishares Tr (SHYG)	0.9	$8.8M	+33%	207k	42.31	View chart
Wisdomtree Tr Wisdomtree Tr (DGS)	0.9	$8.7M	+5%	144k	60.10	View chart
Microsoft Corp Microsoft Corp (MSFT)	0.9	$8.6M	+4%	23k	370.17	View chart
Global X Fds Global X Fds (PAVE)	0.8	$8.0M	+2%	157k	50.81	View chart
Berkshire Hathaway Inc Del Berkshire Hathaway Inc Del (BRK.B)	0.8	$7.8M	-2%	16k	479.20	View chart
Ishares Tr Ishares Tr (SHY)	0.8	$7.8M	-40%	94k	82.57	View chart
Tesla Tesla Inc (TSLA)	0.8	$7.4M	-90%	20k	371.75	View chart
Vanguard Whitehall Fds Vanguard Whitehall Fds (VYM)	0.7	$7.2M		49k	148.10	View chart
Vanguard Index Fds Vanguard Index Fds (VO)	0.7	$6.8M		24k	287.19	View chart
American Centy Etf Tr American Centy Etf Tr (AVUV)	0.7	$6.8M	+16%	62k	110.47	View chart
Spdr Series Trust Spdr Series Trust (SPIB)	0.7	$6.8M	NEW	202k	33.54	View chart
American Centy Etf Tr American Centy Etf Tr (AVES)	0.7	$6.5M	+24%	109k	59.98	View chart
Broadstone Net Lease Broadstone Net Lease Inc (BNL)	0.7	$6.5M		357k	18.27	View chart
Wisdomtree Tr Wisdomtree Tr (DEM)	0.7	$6.3M		127k	49.69	View chart
Vanguard Index Fds Vanguard Index Fds (VV)	0.6	$6.2M		21k	298.85	View chart
First Tr Exchange Traded First Tr Exchange Traded Fd (AIRR)	0.6	$6.2M		56k	110.78	View chart
Ishares Tr Ishares Tr (DGRO)	0.6	$5.7M		82k	70.18	View chart
Wisdomtree Tr Wisdomtree Tr (DES)	0.6	$5.7M		160k	35.94	View chart
Vanguard Mun Bd Fds Vanguard Mun Bd Fds (VTEB)	0.6	$5.4M		108k	49.89	View chart
Taiwan Semiconductor Manufac Taiwan Semiconductor Manufac (TSM)	0.6	$5.4M		16k	337.95	View chart
Ishares Tr Ishares Tr (EFA)	0.6	$5.4M	+12%	55k	97.13	View chart
Ishares Tr Ishares Tr (SUB)	0.5	$5.2M	+24%	49k	106.50	View chart
Ishares Tr Ishares Tr (SCZ)	0.5	$5.2M	+6%	67k	78.41	View chart
Alphabet Alphabet Inc (GOOGL)	0.5	$5.2M		18k	287.56	View chart
Global X Fds Global X Fds (MLPA)	0.5	$5.1M	-4%	95k	53.87	View chart
Meta Platforms Meta Platforms Inc (META)	0.5	$5.1M		8.9k	572.12	View chart
American Centy Etf Tr American Centy Etf Tr (AVLV)	0.5	$5.0M	+19%	63k	80.61	View chart
Ishares Tr Ishares Tr (MUB)	0.5	$5.0M	+34%	47k	106.15	View chart
Proshares Tr Proshares Tr (REGL)	0.5	$4.9M	+3%	57k	86.41	View chart
Alphabet Alphabet Inc (GOOG)	0.5	$4.7M	-2%	17k	286.86	View chart
Ishares Tr Ishares Tr (IDEV)	0.5	$4.6M		55k	83.57	View chart
American Centy Etf Tr American Centy Etf Tr (AVDV)	0.5	$4.6M	+14%	46k	99.86	View chart
Vanguard World Vanguard World Fd (VFH)	0.5	$4.6M	-7%	38k	120.81	View chart
Wisdomtree Tr Wisdomtree Tr (DON)	0.5	$4.5M		86k	52.54	View chart
Crowdstrike Hldgs Crowdstrike Hldgs Inc (CRWD)	0.5	$4.5M		12k	390.41	View chart
Berkshire Hathaway Inc Del Berkshire Hathaway Inc Del (BRK.A)	0.4	$4.3M		6.00	718140.00	View chart
Dimensional Etf Trust Dimensional Etf Trust (DFAS)	0.4	$4.0M		56k	71.13	View chart
Schwab Strategic Tr Schwab Strategic Tr (SCHE)	0.4	$3.9M		117k	32.95	View chart
State Str Spdr S&p 500 Etf T State Str Spdr S&p 500 Etf T (SPY)	0.4	$3.5M	+12%	5.3k	650.29	View chart
Ishares Tr Ishares Tr (IDV)	0.4	$3.4M	+25%	81k	42.56	View chart
Invesco Qqq Tr Invesco Qqq Tr (QQQ)	0.4	$3.4M		5.9k	577.19	View chart
Vanguard Index Fds Vanguard Index Fds (VOE)	0.3	$3.2M		17k	184.28	View chart
Vanguard Index Fds Vanguard Index Fds (VNQ)	0.3	$3.1M		35k	88.70	View chart
Ishares Tr Ishares Tr (NYF)	0.3	$3.1M		58k	53.12	View chart
Alps Etf Tr Alps Etf Tr (AMLP)	0.3	$2.8M		53k	52.64	View chart
American Centy Etf Tr American Centy Etf Tr (AVDE)	0.3	$2.7M	-4%	32k	84.84	View chart
Spdr Index Shs Fds Spdr Index Shs Fds (EWX)	0.3	$2.7M	+20%	40k	66.12	View chart
Ishares Tr Ishares Tr (ESGU)	0.3	$2.6M		19k	141.42	View chart
Ishares Tr Ishares Tr (ITOT)	0.3	$2.5M		18k	142.43	View chart
Vanguard Intl Equity Index F Vanguard Intl Equity Index F (VWO)	0.2	$2.4M	+19%	45k	54.05	View chart
Bank New York Mellon Corp Bank New York Mellon Corp (BK)	0.2	$2.3M		20k	118.63	View chart
Illinois Tool Wks Illinois Tool Wks Inc (ITW)	0.2	$2.2M	-3%	8.6k	260.29	View chart
Ishares Tr Ishares Tr (IWF)	0.2	$2.2M		5.2k	426.40	View chart
Ishares Tr Ishares Tr (DVY)	0.2	$2.2M	-3%	15k	151.41	View chart
Spdr Series Trust Spdr Series Trust (SPYM)	0.2	$2.2M	+10%	28k	76.54	View chart
Ishares Tr Ishares Tr (IEFA)	0.2	$2.2M		24k	90.53	View chart
Spdr Gold Tr Spdr Gold Tr (GLD)	0.2	$2.1M		4.9k	430.29	View chart
Wisdomtree Tr Wisdomtree Tr (DGRW)	0.2	$2.1M	-8%	24k	87.84	View chart
Dimensional Etf Trust Dimensional Etf Trust (DFAT)	0.2	$2.0M		33k	62.45	View chart
Vanguard Scottsdale Fds Vanguard Scottsdale Fds (VCIT)	0.2	$2.0M	-19%	25k	82.75	View chart
Costco Wholesale Corporation Costco Wholesale Corporation (COST)	0.2	$2.0M		2.0k	996.42	View chart
Johnson & Johnson Johnson & Johnson (JNJ)	0.2	$2.0M		8.1k	244.43	View chart
Vaneck Etf Trust Vaneck Etf Trust (MOAT)	0.2	$1.9M		20k	96.70	View chart
Schwab Strategic Tr Schwab Strategic Tr (SCHH)	0.2	$1.9M		87k	21.49	View chart
Enterprise Prods Partners L Enterprise Prods Partners L (EPD)	0.2	$1.8M	+7%	48k	37.84	View chart
Merck & Co Merck & Co Inc (MRK)	0.2	$1.8M		15k	120.29	View chart
Nextera Energy Nextera Energy Inc (NEE)	0.2	$1.7M	-6%	18k	92.88	View chart
International Business Machs International Business Machs (IBM)	0.2	$1.7M		6.8k	242.41	View chart
Stag Industrial Stag Industrial Inc (STAG)	0.2	$1.6M	+10%	46k	36.06	View chart
Vanguard Index Fds Vanguard Index Fds (VOO)	0.2	$1.6M	-3%	2.7k	597.59	View chart
Vanguard Index Fds Vanguard Index Fds (VB)	0.2	$1.6M		5.9k	261.93	View chart
Simon Ppty Group Simon Ppty Group Inc New (SPG)	0.2	$1.5M	+6%	8.3k	186.54	View chart
Toyota Motor Corp Toyota Motor Corp (TM)	0.2	$1.5M		7.4k	206.09	View chart
Texas Instrs Texas Instrs Inc (TXN)	0.2	$1.5M		7.6k	194.13	View chart
Wisdomtree Tr Wisdomtree Tr (DLN)	0.1	$1.4M		16k	89.33	View chart
Spdr Series Trust Spdr Series Trust (SPSB)	0.1	$1.4M	-75%	47k	30.07	View chart
Advanced Micro Devices Advanced Micro Devices Inc (AMD)	0.1	$1.4M	+8%	6.9k	203.43	View chart
Energy Transfer Energy Transfer L P (ET)	0.1	$1.4M	+16%	72k	19.30	View chart
Ishares Gold Tr Ishares Gold Tr (IAU)	0.1	$1.4M		16k	88.16	View chart
Aflac Aflac Inc (AFL)	0.1	$1.3M		12k	109.71	View chart
Broadcom Broadcom Inc (AVGO)	0.1	$1.3M	+2%	4.2k	309.48	View chart
Ishares Tr Ishares Tr (IYF)	0.1	$1.3M	+119%	11k	117.66	View chart
Realty Income Corp Realty Income Corp (O)	0.1	$1.3M	+3%	21k	61.18	View chart
Vanguard Index Fds Vanguard Index Fds (VXF)	0.1	$1.3M		6.2k	205.79	View chart
Equity Residential Equity Residential (EQR)	0.1	$1.3M	+29%	21k	59.15	View chart
Ishares Tr Ishares Tr (IFRA)	0.1	$1.2M	+33%	22k	57.20	View chart
Altria Group Altria Group Inc (MO)	0.1	$1.2M	-2%	18k	65.99	View chart
Mastercard Incorporated Mastercard Incorporated (MA)	0.1	$1.2M		2.4k	499.56	View chart
Jpmorgan Chase & Co Jpmorgan Chase & Co (JPM)	0.1	$1.2M		4.0k	294.19	View chart
Ishares Tr Ishares Tr (ESGD)	0.1	$1.1M		12k	95.62	View chart
Netflix Netflix Inc. (NFLX)	0.1	$1.1M	+41%	12k	96.15	View chart
Schwab Strategic Tr Schwab Strategic Tr (SCHM)	0.1	$1.1M	+11%	35k	30.96	View chart
Csx Corp Csx Corp (CSX)	0.1	$1.1M	-4%	26k	41.05	View chart
Vaneck Etf Trust Vaneck Etf Trust (SHYD)	0.1	$1.1M	-2%	47k	22.66	View chart
Global X Fds Global X Fds (SHLD)	0.1	$1.1M	+8%	15k	70.84	View chart
Ishares Tr Ishares Tr (ESML)	0.1	$1.0M		22k	47.02	View chart
Palantir Technologies Palantir Technologies Inc (PLTR)	0.1	$1.0M	+5%	7.0k	146.28	View chart
Invesco Exchange Traded Fd T Invesco Exchange Traded Fd T (RSP)	0.1	$1.0M	-5%	5.3k	191.92	View chart
MPLX MPLX LP (MPLX)	0.1	$1.0M	+7%	18k	57.07	View chart
Ishares Tr Ishares Tr (STIP)	0.1	$1.0M	-91%	9.7k	103.43	View chart
Rtx Corporation Rtx Corporation (RTX)	0.1	$984k		5.1k	192.90	View chart
Home Depot Home Depot Inc (HD)	0.1	$951k	-4%	2.9k	328.90	View chart
Invesco Exchange Traded Fd T Invesco Exchange Traded Fd T (PPA)	0.1	$944k		5.7k	165.70	View chart
Schwab Strategic Tr Schwab Strategic Tr (SCHF)	0.1	$923k		37k	24.75	View chart
Nushares Etf Tr Nushares Etf Tr (NUEM)	0.1	$919k		25k	36.74	View chart
Ishares Ishares Inc (DVYE)	0.1	$915k	+9%	27k	34.38	View chart
Ishares Tr Ishares Tr (IWN)	0.1	$897k		4.7k	189.59	View chart
Exxon Mobil Corp Exxon Mobil Corp (XOM)	0.1	$881k	+51%	5.2k	169.65	View chart
Invesco Exch Traded Fd Tr Ii Invesco Exch Traded Fd Tr Ii (PSCT)	0.1	$851k		14k	60.07	View chart
Schwab Strategic Tr Schwab Strategic Tr (SCHX)	0.1	$827k	+5%	32k	25.64	View chart
Ishares Tr Ishares Tr (IWM)	0.1	$799k	+2%	3.2k	248.00	View chart
Proshares Tr Proshares Tr (SMDV)	0.1	$799k		12k	68.79	View chart
Spdr Series Trust Spdr Series Trust (SDY)	0.1	$788k		5.4k	145.94	View chart
Cisco Sys Cisco Sys Inc (CSCO)	0.1	$780k		10k	77.59	View chart
Marsh & Mclennan Cos Marsh & Mclennan Cos Inc (MRSH)	0.1	$767k		4.4k	173.43	View chart
J P Morgan Exchange Traded F J P Morgan Exchange Traded F (JEPI)	0.1	$748k	+4%	13k	56.68	View chart
Pfizer Pfizer Inc (PFE)	0.1	$744k		27k	28.08	View chart
Select Sector Spdr Tr Select Sector Spdr Tr (XLP)	0.1	$738k		9.0k	81.98	View chart
Ishares Tr Ishares Tr (EEM)	0.1	$737k		13k	56.79	View chart
Mcdonalds Corp Mcdonalds Corp (MCD)	0.1	$728k	-25%	2.3k	310.84	View chart
Ishares Tr Ishares Tr (IWD)	0.1	$726k		3.4k	213.67	View chart
State Str Spdr S&p Midcap 40 State Str Spdr S&p Midcap 40 (MDY)	0.1	$725k		1.2k	616.76	View chart
Novartis Novartis Ag (NVS)	0.1	$723k	-2%	4.7k	152.75	View chart
Texas Pacific Land Corporati Texas Pacific Land Corporati (TPL)	0.1	$712k		1.5k	474.56	View chart
Rockwell Automation Rockwell Automation Inc (ROK)	0.1	$705k		2.0k	358.88	View chart
Select Sector Spdr Tr Select Sector Spdr Tr (XLF)	0.1	$704k	+42%	14k	49.37	View chart
Union Pac Corp Union Pac Corp (UNP)	0.1	$689k	-4%	2.8k	242.62	View chart
At&t At&t Inc (T)	0.1	$688k		24k	28.99	View chart
Vaneck Etf Trust Vaneck Etf Trust (GDX)	0.1	$671k		7.3k	91.77	View chart
Select Sector Spdr Tr Select Sector Spdr Tr (XLRE)	0.1	$664k	+6%	16k	40.83	View chart
Vanguard Bd Index Fds Vanguard Bd Index Fds (BND)	0.1	$638k	-64%	8.7k	73.64	View chart
Global X Fds Global X Fds (AIQ)	0.1	$638k	-85%	14k	46.67	View chart
Ishares Tr Ishares Tr (IUSV)	0.1	$637k		6.2k	102.25	View chart
Vanguard Whitehall Fds Vanguard Whitehall Fds (VYMI)	0.1	$625k		6.6k	94.24	View chart
Vaneck Etf Trust Vaneck Etf Trust (MORT)	0.1	$594k		58k	10.26	View chart
Plains All Amern Pipeline L Plains All Amern Pipeline L (PAA)	0.1	$573k	+32%	26k	22.33	View chart
Vanguard Index Fds Vanguard Index Fds (VUG)	0.1	$558k		1.3k	436.67	View chart
Etfs Gold Tr Etfs Gold Tr (SGOL)	0.1	$552k		12k	44.62	View chart
Chevron Corporation Chevron Corporation (CVX)	0.1	$547k	+24%	2.6k	206.90	View chart
Bank America Corp Bank America Corp (BAC)	0.1	$543k		11k	48.75	View chart
Abbvie Abbvie Inc (ABBV)	0.1	$539k		2.5k	217.53	View chart
Fidelity Wise Origin Bitcoin Fidelity Wise Origin Bitcoin (FBTC)	0.1	$537k	+55%	9.1k	59.03	View chart
Vanguard Index Fds Vanguard Index Fds (VBR)	0.1	$522k		2.4k	217.23	View chart
Crane Company Crane Company (CR)	0.1	$504k		2.9k	171.00	View chart
Lockheed Martin Corp Lockheed Martin Corp (LMT)	0.1	$500k	-10%	827.00	604.43	View chart
Visa Visa Inc (V)	0.1	$490k		1.6k	302.16	View chart
Ishares Tr Ishares Tr (FLOT)	0.0	$484k	-73%	9.5k	50.95	View chart
Caterpillar Caterpillar Inc (CAT)	0.0	$458k	-12%	647.00	708.47	View chart
Schwab Strategic Tr Schwab Strategic Tr (SCHA)	0.0	$453k	+47%	16k	29.08	View chart
Ishares Tr Ishares Tr (AGG)	0.0	$452k	-56%	4.6k	99.28	View chart
Wells Fargo & Co Wells Fargo & Co (WFC)	0.0	$451k		5.7k	79.61	View chart
Ishares Tr Ishares Tr (IJR)	0.0	$450k	-5%	3.6k	124.30	View chart
Unitedhealth Group Unitedhealth Group Inc (UNH)	0.0	$447k	-18%	1.7k	270.63	View chart
Coca Cola Coca Cola Co (KO)	0.0	$446k	-2%	5.9k	76.05	View chart
Parker-hannifin Corp Parker-hannifin Corp (PH)	0.0	$446k		498.00	895.24	View chart
Amgen Amgen Inc (AMGN)	0.0	$445k	-4%	1.3k	351.92	View chart
Invesco Exch Traded Fd Tr Ii Invesco Exch Traded Fd Tr Ii (PSCH)	0.0	$440k		11k	41.15	View chart
Wisdomtree Tr Wisdomtree Tr (EPI)	0.0	$437k	-24%	11k	40.80	View chart
Invesco Exch Traded Fd Tr Ii Invesco Exch Traded Fd Tr Ii (PGX)	0.0	$419k		39k	10.88	View chart
Accenture Plc Ireland Accenture Plc Ireland (ACN)	0.0	$414k		2.1k	198.32	View chart
Applied Matls Applied Matls Inc (AMAT)	0.0	$410k		1.2k	341.79	View chart
Uscf Etf Tr Uscf Etf Tr (UMI)	0.0	$407k		6.9k	58.59	View chart
Ishares Ishares Inc (EEMS)	0.0	$402k		5.8k	69.18	View chart
Schwab Strategic Tr Schwab Strategic Tr (SCHD)	0.0	$386k	-5%	13k	30.68	View chart
Micron Technology Micron Technology Inc (MU)	0.0	$377k		1.1k	337.72	View chart
Emerson Elec Emerson Elec Co (EMR)	0.0	$374k	-4%	2.9k	131.02	View chart
Western Midstream Partners L Western Midstream Partners L (WES)	0.0	$368k	+4%	8.9k	41.17	View chart
Dimensional Etf Trust Dimensional Etf Trust (DFEM)	0.0	$363k		11k	34.55	View chart
Ishares Tr Ishares Tr (IWS)	0.0	$362k		2.5k	145.72	View chart
Verizon Communications Verizon Communications Inc (VZ)	0.0	$355k		7.1k	50.20	View chart
Spdr Series Trust Spdr Series Trust (SHM)	0.0	$352k	-5%	7.4k	47.83	View chart
Spdr Series Trust Spdr Series Trust (SPYV)	0.0	$350k	NEW	6.2k	56.58	View chart
Servicenow Servicenow Inc (NOW)	0.0	$346k	NEW	3.3k	104.55	View chart
Linde Linde Plc (LIN)	0.0	$341k		689.00	495.50	View chart
Palo Alto Networks Palo Alto Networks Inc (PANW)	0.0	$341k	-9%	2.1k	160.32	View chart
Oracle Corp Oracle Corp (ORCL)	0.0	$336k	-13%	2.3k	147.08	View chart
Ishares Tr Ishares Tr (IWP)	0.0	$331k	-2%	2.6k	128.13	View chart
Calamos Strategic Total Retu Calamos Strategic Total Retu (CSQ)	0.0	$321k	NEW	19k	17.12	View chart
Ishares Tr Ishares Tr (IJH)	0.0	$319k		4.7k	67.53	View chart
Procter & Gamble Procter & Gamble Co (PG)	0.0	$318k	-65%	2.2k	144.45	View chart
Vanguard Intl Equity Index F Vanguard Intl Equity Index F (VGK)	0.0	$317k		3.9k	82.42	View chart
American Centy Etf Tr American Centy Etf Tr (AVIV)	0.0	$317k	NEW	4.2k	74.83	View chart
Spdr Series Trust Spdr Series Trust (KRE)	0.0	$314k		4.8k	65.15	View chart
Ishares Tr Ishares Tr (REM)	0.0	$310k		15k	21.47	View chart
Ha Sustainable Infra Cap Ha Sustainable Infra Cap Inc (HASI)	0.0	$308k		8.4k	36.75	View chart
Canadian Nat Res Ltd Med Ter Canadian Nat Res Ltd Med Ter (CNQ)	0.0	$307k	NEW	6.3k	48.73	View chart
Boeing Boeing Co (BA)	0.0	$306k		1.5k	199.08	View chart
Wisdomtree Tr Wisdomtree Tr (DIM)	0.0	$302k		3.7k	82.83	View chart
Blackrock Blackrock Inc (BLK)	0.0	$296k	-6%	308.00	961.91	View chart
Oreilly Automotive Oreilly Automotive Inc (ORLY)	0.0	$296k		3.2k	92.31	View chart
Mondelez Intl Mondelez Intl Inc (MDLZ)	0.0	$293k		5.1k	57.64	View chart
Intel Corp Intel Corp (INTC)	0.0	$293k	+3%	6.6k	44.13	View chart
Ishares Tr Ishares Tr (IAGG)	0.0	$291k	-8%	5.8k	50.04	View chart
J P Morgan Exchange Traded F J P Morgan Exchange Traded F (JEPQ)	0.0	$289k	+34%	5.2k	55.52	View chart
Spdr Series Trust Spdr Series Trust (ONEY)	0.0	$288k		2.4k	120.05	View chart
Wisdomtree Tr Wisdomtree Tr (DGRS)	0.0	$285k		5.4k	52.96	View chart
Yum Brands Yum Brands Inc (YUM)	0.0	$274k		1.8k	155.51	View chart
Invesco Exch Traded Fd Tr Ii Invesco Exch Traded Fd Tr Ii (BKLN)	0.0	$274k		13k	20.41	View chart
Qualcomm Qualcomm Inc (QCOM)	0.0	$268k	+40%	2.1k	128.79	View chart
General Dynamics Corp General Dynamics Corp (GD)	0.0	$261k		759.00	343.22	View chart
Colgate Palmolive Colgate Palmolive Co (CL)	0.0	$260k	-19%	3.1k	85.23	View chart
Truist Finl Corp Truist Finl Corp (TFC)	0.0	$259k		5.6k	45.97	View chart
Ishares Bitcoin Trust Etf Ishares Bitcoin Trust Etf (IBIT)	0.0	$258k	+10%	6.7k	38.42	View chart
Ishares Ishares Inc (EMXC)	0.0	$257k		3.3k	78.66	View chart
Ge Vernova Ge Vernova Inc (GEV)	0.0	$254k	NEW	291.00	872.92	View chart
Vanguard World Vanguard World Fd (VGT)	0.0	$253k	-14%	363.00	697.72	View chart
Spdr Series Trust Spdr Series Trust (SPYD)	0.0	$250k	NEW	5.5k	45.52	View chart
Eaton Corp Eaton Corp Plc (ETN)	0.0	$249k		696.00	357.46	View chart
Norfolk Southn Corp Norfolk Southn Corp (NSC)	0.0	$248k		864.00	287.00	View chart
Ameriprise Finl Ameriprise Finl Inc (AMP)	0.0	$246k		553.00	444.40	View chart
Tjx Cos Tjx Cos Inc New (TJX)	0.0	$244k		1.5k	159.68	View chart
Vertiv Holdings Vertiv Holdings Co (VRT)	0.0	$243k	NEW	971.00	250.56	View chart
Ishares Tr Ishares Tr (HDV)	0.0	$242k		1.8k	135.72	View chart
Hess Midstream Hess Midstream Lp (HESM)	0.0	$241k	NEW	6.2k	38.87	View chart
Vaneck Etf Trust Vaneck Etf Trust (BIZD)	0.0	$241k	+6%	19k	12.80	View chart
Gilead Sciences Gilead Sciences Inc (GILD)	0.0	$239k		1.7k	139.41	View chart
Invesco Exch Traded Fd Tr Ii Invesco Exch Traded Fd Tr Ii (PZT)	0.0	$228k		10k	22.07	View chart
Intuitive Surgical Intuitive Surgical Inc (ISRG)	0.0	$226k		490.00	460.99	View chart
Hercules Capital Hercules Capital Inc (HTGC)	0.0	$226k		15k	14.77	View chart
Stryker Corporation Stryker Corporation (SYK)	0.0	$221k		672.00	328.59	View chart
Citigroup Citigroup Inc (C)	0.0	$219k		1.9k	113.41	View chart
Coinbase Global Coinbase Global Inc (COIN)	0.0	$218k		1.3k	174.61	View chart
Philip Morris Intl Philip Morris Intl Inc (PM)	0.0	$218k	-6%	1.3k	165.34	View chart
Astrazeneca Astrazeneca Plc (AZN)	0.0	$217k	NEW	1.1k	197.30	View chart
Oneok Oneok Inc New (OKE)	0.0	$216k	-47%	2.4k	90.39	View chart
S&p Global S&p Global Inc (SPGI)	0.0	$216k		507.00	425.34	View chart
Lam Research Corp Lam Research Corp (LRCX)	0.0	$216k	NEW	1.0k	213.71	View chart
Ishares Silver Tr Ishares Silver Tr (SLV)	0.0	$209k	NEW	3.1k	68.14	View chart
Goldman Sachs Group Goldman Sachs Group Inc (GS)	0.0	$208k		246.00	845.99	View chart
Lowes Cos Lowes Cos Inc (LOW)	0.0	$206k		872.00	236.23	View chart
Phillips 66 Phillips 66 (PSX)	0.0	$205k	NEW	1.1k	182.18	View chart
Illumina Illumina Inc (ILMN)	0.0	$205k		1.7k	123.26	View chart
Ishares Tr Ishares Tr (PFF)	0.0	$201k	NEW	6.6k	30.32	View chart
Ebay Ebay Inc. (EBAY)	0.0	$201k	-19%	2.2k	91.02	View chart
First Tr Exch Traded Fd Iii First Tr Exch Traded Fd Iii (FPE)	0.0	$196k		11k	17.75	View chart
Endeavour Silver Corp Endeavour Silver Corp (EXK)	0.0	$137k	+7%	15k	9.31	View chart
Branchout Food Branchout Food Inc (BOF)	0.0	$83k		25k	3.30	View chart
Opko Health Opko Health Inc (OPK)	0.0	$76k		67k	1.14	View chart
Nuveen Cr Strategies Income Nuveen Cr Strategies Income (JQC)	0.0	$50k	NEW	10k	4.87	View chart
Ready Capital Corp Ready Capital Corp (RC)	0.0	$40k	-45%	25k	1.62	View chart
Protalix Biotherapeutics Protalix Biotherapeutics Inc (PLX)	0.0	$26k		12k	2.17	View chart
Fibrobiologics Fibrobiologics Inc	0.0	$22k	NEW	16k	1.32	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 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

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