Cascade Financial Partners
$1.2B 13F equity value
294 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Cascade Financial Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| LLY | ELI LILLY & CO | 236,707 | $284M | 24.7% |
| AAPL | APPLE INC | 188,477 | $55M | 4.7% |
| VEA | VANGUARD TAX-MANAGED FDS | 599,843 | $43M | 3.7% |
| IVV | ISHARES TR | 49,031 | $37M | 3.2% |
| DOL | WISDOMTREE TR | 307,535 | $23M | 2.0% |
| IEMG | ISHARES INC | 235,252 | $19M | 1.7% |
| NVDA | NVIDIA CORPORATION | 92,277 | $18M | 1.6% |
| RVTY | REVVITY INC | 162,671 | $18M | 1.6% |
| TIP | ISHARES TR | 164,657 | $18M | 1.6% |
| PEP | PEPSICO INC | 129,269 | $18M | 1.5% |
Track Cascade Financial Partners's 13F portfolio: $1.2B in reported holdings, 294 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}