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Portfolio (Quarterly) Guide ↗

Cascade Financial Partners, LLC

· CIK 0002021208
13F Portfolio $1.2B AUM 283 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 40 New 90 Added 102 Reduced 32 Exited
Page 2 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DEM WISDOMTREE TR 129,281.0 $7.0M 0.60% +3K +2.2% $53.79 +1.8%
22 SUB ISHARES TR 63,633.0 $6.8M 0.59% +24K +61.7% $106.47 -0.2%
23 SCZ ISHARES TR 68,728.0 $5.7M 0.49% +6K +9.8% $82.27 +4.7%
24 REGL PROSHARES TR 61,148.0 $5.6M 0.49% +6K +11.7% $91.57 +3.1%
25 VFH VANGUARD WORLD FD 42,323.0 $5.6M 0.48% +1K +3.4% $131.60 +6.9%
26 AVDV AMERICAN CENTY ETF TR 52,960.0 $5.5M 0.47% +13K +31.7% $103.05 +7.4%
27 SPY STATE STR SPDR S&P 500 ETF T Financial Services 5,271.0 $3.9M 0.34% +535.0 +11.3% $746.72 +3.0%
28 IDV ISHARES TR 87,389.0 $3.6M 0.31% +23K +35.5% $41.43 +8.3%
29 NYF ISHARES TR 62,524.0 $3.4M 0.29% +4K +7.4% $53.91 -1.9%
30 VNQ VANGUARD INDEX FDS 34,731.0 $3.3M 0.29% +308.0 +0.9% $96.43 +2.3%
31 IWF ISHARES TR 24,224.0 $3.0M 0.26% +19K +361.7% $124.17 -1.2%
32 EWX SPDR INDEX SHS FDS 40,368.0 $3.0M 0.26% +7K +20.7% $74.30 -3.7%
33 VWO VANGUARD INTL EQUITY INDEX F 46,199.0 $2.8M 0.24% +9K +24.3% $59.69 +0.6%
34 AMLP ALPS ETF TR 52,296.0 $2.7M 0.23% +275.0 +0.5% $51.85 +5.9%
35 SPYM SPDR SERIES TRUST 29,324.0 $2.6M 0.22% +4K +13.8% $87.88 +3.0%
36 IEFA ISHARES TR 26,572.0 $2.6M 0.22% +3K +10.6% $96.58 +4.0%
37 SPG SIMON PPTY GROUP INC NEW Real Estate 10,079.0 $2.3M 0.20% +2K +29.6% $223.66 -0.2%
38 STAG STAG INDUSTRIAL INC Real Estate 57,846.0 $2.2M 0.19% +17K +40.1% $38.06 -4.3%
39 EQR EQUITY RESIDENTIAL Real Estate 28,679.0 $1.9M 0.17% +12K +73.7% $67.93 -6.3%
40 IBM INTERNATIONAL BUSINESS MACHS Technology 6,820.0 $1.9M 0.17% +131.0 +2.0% $281.23 -15.7%
Page 2 of 5  ·  90 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 56.1%
Technology 20.5%
Consumer Cyclical 5.2%
Financial Services 5.1%
Consumer Defensive 3.9%
Communication Services 3.4%
Real Estate 2.2%
Industrials 1.9%
Energy 1.2%
Utilities 0.3%