Portfolio (Quarterly) Guide ↗

Cascade Wealth Advisors, Inc

· CIK 0002018936

13F Portfolio $249M AUM 61 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 3 New 22 Added 9 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IGSB	ISHARES TR	—	4,841	$254K	0.11%	SOLD
2	GOOG	ALPHABET INC	—	550	$218K	0.10%	SOLD

Sector Allocation

Technology 66.7%

Financial Services 20.8%

Consumer Defensive 6.0%

Industrials 3.6%

Consumer Cyclical 2.9%