Cascade Financial Partners, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2021208
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13F Reported Value
ⓘ$1.2B
Holdings
279
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Cascade Financial Partners, LLC disclosed 279 positions worth $1.2B in its Form 13F-HR for Q2 2026, led by $LLY (ELI LILLY & Co) at 24.6% of the equity portfolio, followed by $AAPL. During the quarter the fund opened 28 new positions and exited 14 — including a new stake in $CB and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (46.6% of disclosed assets). All figures are sourced directly from Cascade Financial Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2021208.
AI Fund Analysis
Concentrating
$LLY24.6% weight
Held 7 quarters
$AAPL4.7% weight
Held 7 quarters
VANGUARD TAX-MANAGED FDS -
3.7% weight
Held 7 quarters
ISHARES TR - CORE S&P500 E
3.2% weight
Held 7 quarters
$WT2.0% weight
Held 7 quarters
ISHARES TR - 3 7 YR TREAS
7 quarters accumulating
SPDR INDEX SHS FDS - ST PO
7 quarters accumulating
GLOBAL X FDS - US INFR DEV
7 quarters accumulating
ISHARES TR - 0-5YR HI YL C
7 quarters accumulating
AMERICAN CENTY ETF TR - EM
7 quarters accumulating
Sector Allocation
OtherHealthcareTechnologyFinancialsConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 87.5#2
Quality
$283.9M236,707 sh - 76.4#84
Quality
$54.5M188,477 sh VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$42.7M599,843 shISHARES TR - CORE S&P500 ETF
—Quality
$36.7M49,031 sh- 59.9
Quality
$22.9M307,535 sh ISHARES INC - CORE MSCI EMKT
—Quality
$19.5M235,252 sh- 85.9
Quality
$18.5M92,277 sh - 57.6
Quality
$18.1M162,671 sh ISHARES TR - TIPS BD ETF
—Quality
$18.0M164,657 sh- 63.4
Quality
$17.5M129,269 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ELI LILLY & Co$LLY | 87.5#2 | $283.9M | 236,707 |
| Apple Inc.$AAPL | 76.4#84 | $54.5M | 188,477 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $42.7M | 599,843 |
| ISHARES TR - CORE S&P500 ETF | — | $36.7M | 49,031 |
| WisdomTree, Inc.$WT | 59.9 | $22.9M | 307,535 |
| ISHARES INC - CORE MSCI EMKT | — | $19.5M | 235,252 |
 NVIDIA CORP$NVDA | 85.9 | $18.5M | 92,277 |
 REVVITY, INC.$RVTY | 57.6 | $18.1M | 162,671 |
| ISHARES TR - TIPS BD ETF | — | $18.0M | 164,657 |
 PEPSICO INC$PEP | 63.4 | $17.5M | 129,269 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Cascade Financial Partners, LLC's 279 positions.
Showing top 10 of 279 holdings.
Sector Allocation
Other
$536.7M
Healthcare
$291.6M
Technology
$148.6M
Financials
$90.8M
Consumer Discretionary
$21.2M
Industrials
$21.1M
Consumer Staples
$19.7M
Real Estate
$12.2M
Top Holdings — Cascade Financial Partners, LLC (Q2 2026)
Top 150 of 279 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $LLY | ELI LILLY & Co | $283.9M | 24.6% | +0% | 87.5 |
| 2 | $AAPL | Apple Inc. | $54.5M | 4.7% | -1% | 76.4 |
| 3 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $42.7M | 3.7% | -2% | — |
| 4 | — | ISHARES TR - CORE S&P500 ETF | $36.7M | 3.2% | +8% | — |
| 5 | $WT | WisdomTree, Inc. | $22.9M | 2.0% | +14% | 59.9 |
| 6 | — | ISHARES INC - CORE MSCI EMKT | $19.5M | 1.7% | +1% | — |
| 7 | $NVDA | NVIDIA CORP | $18.5M | 1.6% | -1% | 85.9 |
| 8 | $RVTY | REVVITY, INC. | $18.1M | 1.6% | +0% | 57.6 |
| 9 | — | ISHARES TR - TIPS BD ETF | $18.0M | 1.6% | +20% | — |
| 10 | $PEP | PEPSICO INC | $17.5M | 1.5% | -2% | 63.4 |
| 11 | — | ISHARES TR - 3YRTB ETF | $16.9M | 1.5% | +13% | — |
| 12 | — | SPDR SERIES TRUST - ST STR P400MID | $16.7M | 1.4% | +4% | — |
| 13 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $16.5M | 1.4% | +413% | — |
| 14 |  $AMZN | AMAZON COM INC | $16.4M | 1.4% | -1% | 68.7 |
| 15 | — | ISHARES TR - 3 7 YR TREAS BD | $15.7M | 1.4% | +20% | — |
| 16 | — | ISHARES TR - 10-20 YR TRS ETF | $15.5M | 1.3% | +22% | — |
| 17 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $14.6M | 1.3% | -0% | — |
| 18 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $14.0M | 1.2% | +8% | — |
| 19 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $13.1M | 1.1% | -1% | — |
| 20 | — | ISHARES TR - MBS ETF | $12.8M | 1.1% | +38% | — |
| 21 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $9.9M | 0.9% | -0% | — |
| 22 | — | GLOBAL X FDS - US INFR DEV ETF | $9.8M | 0.8% | +7% | — |
| 23 | $WT | WisdomTree, Inc. | $9.8M | 0.8% | +5% | 59.9 |
| 24 | — | ISHARES TR - NATIONAL MUN ETF | $9.1M | 0.8% | +80% | — |
| 25 | — | ISHARES TR - 0-5YR HI YL CP | $9.1M | 0.8% | +4% | — |
| 26 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $9.0M | 0.8% | +17% | — |
| 27 |  $MSFT | MICROSOFT CORP | $8.7M | 0.8% | +1% | 79.8 |
| 28 | — | AMERICAN CENTY ETF TR - EMERGING MKT VAL | $8.7M | 0.8% | +22% | — |
| 29 |  $TSLA | Tesla, Inc. | $8.5M | 0.7% | +1% | 53.9 |
| 30 |  $BRK.B | BERKSHIRE HATHAWAY INC | $8.2M | 0.7% | +0% | 73.8 |
| 31 | — | ISHARES TR - 1 3 YR TREAS BD | $8.2M | 0.7% | +6% | — |
| 32 | — | SPDR SERIES TRUST - ST INTER BD ETF | $8.0M | 0.7% | +18% | — |
| 33 |  $CRWD | CrowdStrike Holdings, Inc. | $7.8M | 0.7% | -11% | 67.7 |
| 34 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $7.7M | 0.7% | +1% | — |
| 35 | — | VANGUARD INDEX FDS - MID CAP ETF | $7.6M | 0.7% | +300% | — |
| 36 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $7.6M | 0.7% | +1% | — |
| 37 | — | ISHARES TR - MSCI EAFE ETF | $7.6M | 0.7% | +32% | — |
| 38 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $7.5M | 0.7% | +2% | — |
| 39 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $7.1M | 0.6% | +25% | — |
| 40 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $7.1M | 0.6% | -1% | — |
| 41 | $WT | WisdomTree, Inc. | $7.0M | 0.6% | +2% | 59.9 |
| 42 | — | ISHARES TR - SHRT NAT MUN ETF | $6.8M | 0.6% | +30% | — |
| 43 | $WT | WisdomTree, Inc. | $6.4M | 0.6% | -1% | 59.9 |
| 44 |  $GOOG | Alphabet Inc. | $6.3M | 0.6% | -2% | 78.2 |
| 45 | — | ISHARES TR - CORE DIV GRWTH | $6.2M | 0.5% | -0% | — |
| 46 |  $GOOGL | Alphabet Inc. | $5.7M | 0.5% | -3% | 78.2 |
| 47 | — | ISHARES TR - EAFE SML CP ETF | $5.7M | 0.5% | +3% | — |
| 48 | — | PROSHARES TR - S&P MDCP 400 DIV | $5.6M | 0.5% | +8% | — |
| 49 | — | VANGUARD WORLD FD - FINANCIALS ETF | $5.6M | 0.5% | +12% | — |
| 50 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $5.5M | 0.5% | -0% | — |
| 51 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $5.5M | 0.5% | +15% | — |
| 52 |  $META | Meta Platforms, Inc. | $5.0M | 0.4% | -0% | 79.6 |
| 53 | — | ISHARES TR - CORE MSCI INTL | $4.9M | 0.4% | -1% | — |
| 54 | — | GLOBAL X FDS - GLBL X MLP ETF | $4.9M | 0.4% | -3% | — |
| 55 | $WT | WisdomTree, Inc. | $4.8M | 0.4% | -1% | 59.9 |
| 56 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $4.6M | 0.4% | -2% | — |
| 57 |  $BRK.A | BERKSHIRE HATHAWAY INC | $4.5M | 0.4% | +0% | 73.8 |
| 58 |  $BNL | Broadstone Net Lease, Inc. | $4.3M | 0.4% | -42% | 61.6 |
| 59 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $4.2M | 0.4% | -3% | — |
| 60 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $4.2M | 0.4% | -1% | — |
| 61 |  $SPY | SPDR S&P 500 ETF TRUST | $3.9M | 0.3% | -1% | — |
| 62 | — | ISHARES TR - INTL SEL DIV ETF | $3.6M | 0.3% | +8% | — |
| 63 | — | ISHARES TR - NEW YORK MUN ETF | $3.4M | 0.3% | +8% | — |
| 64 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $3.3M | 0.3% | -1% | — |
| 65 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $3.3M | 0.3% | -2% | — |
| 66 |  $AMD | ADVANCED MICRO DEVICES INC | $3.0M | 0.3% | -24% | 79.8 |
| 67 | — | ISHARES TR - ESG AWR MSCI USA | $3.0M | 0.3% | +0% | — |
| 68 | — | ISHARES TR - RUS 1000 GRW ETF | $3.0M | 0.3% | +362% | — |
| 69 | — | SPDR INDEX SHS FDS - ST MARKE CAP ETF | $3.0M | 0.3% | +0% | — |
| 70 | — | ISHARES TR - CORE S&P TTL STK | $2.9M | 0.3% | +0% | — |
| 71 |  $BNY | Bank of New York Mellon Corp | $2.8M | 0.3% | -1% | 74.1 |
| 72 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $2.8M | 0.2% | -2% | — |
| 73 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $2.8M | 0.2% | +4% | — |
| 74 | — | ALPS ETF TR - ALERIAN MLP | $2.7M | 0.2% | -0% | — |
| 75 | — | SPDR SERIES TRUST - ST STR P500ETF | $2.6M | 0.2% | +3% | — |
| 76 | — | ISHARES TR - CORE MSCI EAFE | $2.6M | 0.2% | +11% | — |
| 77 | — | ISHARES TR - SELECT DIVID ETF | $2.3M | 0.2% | +0% | — |
| 78 |  $SPG | SIMON PROPERTY GROUP INC. | $2.3M | 0.2% | +22% | 76.7 |
| 79 | $WT | WisdomTree, Inc. | $2.2M | 0.2% | -2% | 59.9 |
| 80 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $2.2M | 0.2% | -2% | — |
| 81 |  $ITW | ILLINOIS TOOL WORKS INC | $2.2M | 0.2% | -5% | 63.6 |
| 82 |  $STAG | STAG Industrial, Inc. | $2.2M | 0.2% | +27% | 68.1 |
| 83 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $2.0M | 0.2% | +0% | — |
| 84 |  $VMRK | VIVMARK RESIDENTIAL | $1.9M | 0.2% | +34% | 64 |
| 85 |  $JNJ | JOHNSON & JOHNSON | $1.9M | 0.2% | -7% | 69 |
| 86 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.9M | 0.2% | +0% | 70 |
| 87 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.9M | 0.2% | +2% | — |
| 88 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.9M | 0.2% | +1% | 66.2 |
| 89 |  $MRK | Merck & Co., Inc. | $1.9M | 0.2% | +1% | 59.9 |
| 90 | — | SCHWAB STRATEGIC TR - US REIT ETF | $1.9M | 0.2% | -10% | — |
| 91 |  $GLD | SPDR GOLD TRUST | $1.8M | 0.2% | +0% | — |
| 92 |  $TXN | TEXAS INSTRUMENTS INC | $1.8M | 0.1% | -22% | 73.4 |
| 93 | — | VANGUARD INDEX FDS - SMALL CP ETF | $1.7M | 0.1% | -3% | — |
| 94 |  $AVGO | Broadcom Inc. | $1.7M | 0.1% | +8% | 84.5 |
| 95 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $1.7M | 0.1% | -2% | 61.4 |
| 96 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $1.6M | 0.1% | -20% | — |
| 97 | $WT | WisdomTree, Inc. | $1.6M | 0.1% | +0% | 59.9 |
| 98 |  $NEE | NEXTERA ENERGY INC | $1.5M | 0.1% | -3% | 64.6 |
| 99 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $1.5M | 0.1% | -1% | — |
| 100 |  $O | REALTY INCOME CORP | $1.5M | 0.1% | +15% | 73.7 |
| 101 | — | ISHARES TR - U.S. FINLS ETF | $1.4M | 0.1% | +0% | — |
| 102 |  $ET | Energy Transfer LP | $1.4M | 0.1% | +1% | 64.4 |
| 103 | — | ISHARES TR - ESG AW MSCI EAFE | $1.4M | 0.1% | +14% | — |
| 104 |  $AFL | AFLAC INC | $1.3M | 0.1% | -4% | 61.3 |
| 105 | — | ISHARES TR - US INFRASTRUC | $1.3M | 0.1% | -1% | — |
| 106 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | $1.3M | 0.1% | -9% | — |
| 107 |  $JPM | JPMORGAN CHASE & CO | $1.3M | 0.1% | -1% | 70.7 |
| 108 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $1.3M | 0.1% | -2% | — |
| 109 |  $TM | TOYOTA MOTOR CORP/ | $1.3M | 0.1% | +0% | — |
| 110 |  $MU | MICRON TECHNOLOGY INC | $1.2M | 0.1% | -3% | 86.2 |
| 111 |  $MA | Mastercard Inc | $1.2M | 0.1% | +2% | 85.1 |
| 112 | — | ISHARES TR - ESG AWARE MSCI | $1.2M | 0.1% | +0% | — |
| 113 |  $CSX | CSX CORP | $1.2M | 0.1% | -5% | 65.2 |
| 114 |  $IAU | ISHARES GOLD TRUST | $1.2M | 0.1% | +0% | — |
| 115 | — | INVESCO EXCH TRADED FD TR II - S&P SMLCP INFO | $1.2M | 0.1% | -11% | — |
| 116 | — | ISHARES TR - RUS 1000 VAL ETF | $1.1M | 0.1% | +38% | — |
| 117 |  $IVZ | Invesco Ltd. | $1.1M | 0.1% | +0% | — |
| 118 |  $CSCO | CISCO SYSTEMS, INC. | $1.1M | 0.1% | -8% | 70.3 |
| 119 | — | VANECK ETF TRUST - SHRT HGH YLD MUN | $1.1M | 0.1% | +0% | — |
| 120 | — | NUSHARES ETF TR - NUVEEN ESG EMRGN | $1.1M | 0.1% | +0% | — |
| 121 | — | ISHARES TR - RUS 2000 VAL ETF | $1.0M | 0.1% | +0% | — |
| 122 |  $INTC | INTEL CORP | $1.0M | 0.1% | +12% | 45.6 |
| 123 | $IVZ | Invesco Ltd. | $1.0M | 0.1% | +0% | — |
| 124 |  $CB | Chubb Ltd | $997,687 | 0.1% | NEW | — |
| 125 |  $HD | HOME DEPOT, INC. | $993,218 | 0.1% | -3% | 60.3 |
| 126 |  $MPLX | MPLX LP | $992,285 | 0.1% | +0% | 70 |
| 127 |  $ROK | ROCKWELL AUTOMATION, INC | $975,803 | 0.1% | +0% | 63.6 |
| 128 |  $NAC | Nuveen California Quality Municipal Income Fund | $969,042 | 0.1% | NEW | — |
| 129 |  $RTX | RTX Corp | $952,432 | 0.1% | -2% | 73.2 |
| 130 | — | PROSHARES TR - RUSS 2000 DIVD | $934,990 | 0.1% | +5% | — |
| 131 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $921,310 | 0.1% | -11% | — |
| 132 | — | ISHARES TR - RUSSELL 2000 ETF | $907,359 | 0.1% | -6% | — |
| 133 | — | ISHARES TR - 0-5 YR TIPS ETF | $902,042 | 0.1% | -9% | — |
| 134 |  $NXP | NUVEEN SELECT TAX FREE INCOME PORTFOLIO | $901,902 | 0.1% | NEW | — |
| 135 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $900,498 | 0.1% | -5% | — |
| 136 | — | FIRST TR EXCH TRADED FD III - CALIF MUN INCM | $898,854 | 0.1% | NEW | — |
| 137 |  $BNO | United States Brent Oil Fund, LP | $895,180 | 0.1% | NEW | — |
| 138 | — | ISHARES TR - MSCI EMG MKT ETF | $887,141 | 0.1% | +0% | — |
| 139 | — | GLOBAL X FDS - DEFENSE TECH ETF | $886,395 | 0.1% | +0% | — |
| 140 | — | ISHARES INC - EM MKTS DIV ETF | $858,129 | 0.1% | +0% | — |
| 141 |  $NFLX | NETFLIX INC | $855,061 | 0.1% | +4% | 78.8 |
| 142 | — | SPDR SERIES TRUST - ST STR SP DIV | $797,271 | 0.1% | -3% | — |
| 143 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $784,927 | 0.1% | -5% | — |
| 144 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $764,264 | 0.1% | +0% | — |
| 145 |  $PLTR | Palantir Technologies Inc. | $758,122 | 0.1% | -7% | 84.6 |
| 146 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $747,630 | 0.1% | +0% | — |
| 147 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $745,028 | 0.1% | +0% | — |
| 148 |  $PANW | Palo Alto Networks Inc | $744,447 | 0.1% | +3% | 65.5 |
| 149 |  $UNP | UNION PACIFIC CORP | $743,376 | 0.1% | -4% | 69.7 |
| 150 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $742,770 | 0.1% | +1% | 66.2 |
New Positions (28)
$CB Chubb Ltd$997,687$NAC Nuveen California Quality Municipal Income Fund$969,042$NXP NUVEEN SELECT TAX FREE INCOME PORTFOLIO$901,902 FIRST TR EXCH TRADED FD III - CALIF MUN INCM$898,854
$BNO United States Brent Oil Fund, LP$895,180 ISHARES INC - MSCI CDA ETF$522,507
$UHAL U-Haul Holding Co /NV/$478,160
$VICR VICOR CORP$411,682 ISHARES TR - ISHARES SEMICDTR$384,456
J P MORGAN EXCHANGE TRADED F - BETA CDA ETF NEW$318,975
ISHARES TR - FUTU AI TECH ETF$304,640
SPDR SERIES TRUST - ST TERM HIGH ETF$272,827
$BE Bloom Energy Corp$270,917 VANECK ETF TRUST - SEMICONDUCTR ETF$270,883
$DVA DAVITA INC.$259,634Exited Positions (14)
$XOM.R34088 EXXON MOBIL CORP
$FBTC Fidelity Wise Origin Bitcoin Fund
$CSQ CALAMOS STRATEGIC TOTAL RETURN FUND
$IBIT iShares Bitcoin Trust ETF
$GILD GILEAD SCIENCES, INC.
$ISRG INTUITIVE SURGICAL INC
$SYK STRYKER CORP
$COIN Coinbase Global, Inc.
$SPGI S&P Global Inc.
$SLV iShares Silver Trust
$LOW LOWES COMPANIES INC
$PSX Phillips 66 ISHARES TR
FIRST TR EXCH TRADED FD III
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