Cascade Financial Partners, LLC
Q2 2026 13F filing
Updated 37 days ago283 disclosed positions worth $1.2B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | L LLY ELI LILLY & CO | $282.6M | 235.6K | 24.54% | — |
| 2 | A AAPL APPLE INC | $52.9M | 183.0K | 4.60% | — |
| 3 | V VGES VANGUARD TAX-MANAGED FDS | $42.7M | 599.8K | 3.71% | — |
| 4 | E ETHA ISHARES TR | $36.7M | 49.0K | 3.19% | — |
| 5 | B BTCW WISDOMTREE TR | $22.9M | 307.5K | 1.99% | — |
| 6 | E ETHA ISHARES INC | $19.5M | 235.3K | 1.69% | — |
| 7 | N NVDA NVIDIA CORPORATION | $18.5M | 92.3K | 1.60% | — |
| 8 | R RVTY REVVITY INC | $18.1M | 162.7K | 1.57% | — |
| 9 | B BLK ISHARES TR | $18M | 164.7K | 1.56% | — |
| 10 | P PEP PEPSICO INC | $17.5M | 129.3K | 1.52% | — |
| 11 | ? N/A ISHARES TR | $16.9M | 227.2K | 1.46% | — |
| 12 | S STT-PG SPDR SERIES TRUST | $16.7M | 247.5K | 1.45% | — |
| 13 | V VGES VANGUARD WORLD FD | $16.5M | 187.9K | 1.43% | — |
| 14 | A AMZN AMAZON COM INC | $16.4M | 68.9K | 1.43% | — |
| 15 | E ETHA ISHARES TR | $15.7M | 133.5K | 1.36% | — |
| 16 | E ETHA ISHARES TR | $15.5M | 154.3K | 1.34% | — |
| 17 | S STT-PG SPDR INDEX SHS FDS | $14.6M | 289.5K | 1.27% | — |
| 18 | S STT-PG SPDR INDEX SHS FDS | $14M | 269.5K | 1.21% | — |
| 19 | V VGES VANGUARD INDEX FDS | $13.1M | 35.5K | 1.14% | — |
| 20 | E ETHA ISHARES TR | $12.8M | 135.0K | 1.11% | — |
| 21 | B BX VANGUARD SPECIALIZED FUNDS | $9.9M | 42.0K | 0.86% | — |
| 22 | ? N/A GLOBAL X FDS | $9.8M | 167.1K | 0.85% | — |
| 23 | B BTCW WISDOMTREE TR | $9.8M | 151.6K | 0.85% | — |
| 24 | E ETHA ISHARES TR | $9.1M | 84.9K | 0.79% | — |
| 25 | E ETHA ISHARES TR | $9.1M | 215.1K | 0.79% | — |
| 26 | ? N/A AMERICAN CENTY ETF TR | $9M | 72.0K | 0.78% | — |
| 27 | ? N/A AMERICAN CENTY ETF TR | $8.7M | 132.3K | 0.75% | — |
| 28 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $8.2M | 16.4K | 0.71% | — |
| 29 | B BLK ISHARES TR | $8.2M | 99.7K | 0.71% | — |
| 30 | M MSFT MICROSOFT CORP | $8.1M | 21.6K | 0.70% | — |
| 31 | S STT-PG SPDR SERIES TRUST | $8M | 237.9K | 0.69% | — |
| 32 | T TSLA TESLA INC | $7.9M | 18.8K | 0.68% | — |
| 33 | C CRWD CROWDSTRIKE HLDGS INC | $7.8M | 10.2K | 0.68% | — |
| 34 | V VGES VANGUARD WHITEHALL FDS | $7.7M | 48.9K | 0.67% | — |
| 35 | V VGES VANGUARD INDEX FDS | $7.6M | 94.8K | 0.66% | — |
| 36 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $7.6M | 16.0K | 0.66% | — |
| 37 | E ETHA ISHARES TR | $7.6M | 72.9K | 0.66% | — |
| 38 | F FPF FIRST TR EXCHANGE TRADED FD | $7.5M | 56.6K | 0.65% | — |
| 39 | ? N/A AMERICAN CENTY ETF TR | $7.1M | 78.4K | 0.62% | — |
| 40 | V VGES VANGUARD INDEX FDS | $7.1M | 20.7K | 0.62% | — |
| 41 | B BTCW WISDOMTREE TR | $7M | 129.3K | 0.60% | — |
| 42 | E ETHA ISHARES TR | $6.8M | 63.6K | 0.59% | — |
| 43 | B BTCW WISDOMTREE TR | $6.4M | 157.7K | 0.56% | — |
| 44 | G GOOGN ALPHABET INC | $6.3M | 17.6K | 0.55% | — |
| 45 | E ETHA ISHARES TR | $6.2M | 81.7K | 0.54% | — |
| 46 | G GOOGN ALPHABET INC | $5.7M | 16.1K | 0.49% | — |
| 47 | J JNJ ISHARES TR | $5.7M | 68.7K | 0.49% | — |
| 48 | K KOLD PROSHARES TR | $5.6M | 61.1K | 0.49% | — |
| 49 | V VGES VANGUARD WORLD FD | $5.6M | 42.3K | 0.48% | — |
| 50 | V VGES VANGUARD MUN BD FDS | $5.5M | 108.2K | 0.48% | — |