Cascade Financial Partners
$1.2B 13F equity value
294 Holdings
Latest filing 2026-06-30
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.
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