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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 3 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,038.0 $1.9M 0.17% +37.0 +1.9% $935.64 +0.5%
42 GLD SPDR GOLD TR Financial Services 4,936.0 $1.8M 0.16% +38.0 +0.8% $368.38 +12.2%
43 AVGO BROADCOM INC Technology 4,531.0 $1.7M 0.15% +403.0 +9.8% $377.72 -3.7%
44 EPD ENTERPRISE PRODS PARTNERS L Energy 46,553.0 $1.7M 0.15% +2K +5.0% $36.76 +3.7%
45 O REALTY INCOME CORP Real Estate 24,172.0 $1.5M 0.13% +4K +19.0% $61.96 +2.2%
46 IYF ISHARES TR 10,984.0 $1.4M 0.12% +6K +119.9% $127.51 +6.6%
47 ET ENERGY TRANSFER L P Energy 72,645.0 $1.4M 0.12% +11K +17.6% $19.12 +10.8%
48 ESGD ISHARES TR 13,367.0 $1.4M 0.12% +2K +13.6% $102.81 +3.6%
49 IFRA ISHARES TR 21,359.0 $1.3M 0.12% +5K +32.2% $63.04 -4.1%
50 SCHM SCHWAB STRATEGIC TR 34,589.0 $1.3M 0.11% +3K +9.7% $36.87 -2.3%
51 MA MASTERCARD INCORPORATED Financial Services 2,399.0 $1.2M 0.11% +43.0 +1.8% $513.50 +12.7%
52 IWD ISHARES TR 4,686.0 $1.1M 0.10% +1K +38.0% $242.43 +6.4%
53 INTC INTEL CORP Technology 7,437.0 $1.0M 0.09% +1K +16.4% $139.63 -34.3%
54 MPLX MPLX LP Energy 17,616.0 $992K 0.09% +1K +7.8% $56.33 +4.2%
55 SMDV PROSHARES TR 12,138.0 $935K 0.08% +445.0 +3.8% $77.03 +0.1%
56 SCHX SCHWAB STRATEGIC TR 30,598.0 $900K 0.08% +172.0 +0.6% $29.43 +2.7%
57 SHLD GLOBAL X FDS 14,845.0 $886K 0.08% +1K +8.6% $59.71 +13.8%
58 DVYE ISHARES INC 26,625.0 $858K 0.07% +2K +10.0% $32.23 +8.2%
59 NFLX NETFLIX INC. Communication Services 11,976.0 $855K 0.07% +4K +47.9% $71.40 +12.8%
60 XLF SELECT SECTOR SPDR TR 14,256.0 $764K 0.07% +4K +42.1% $53.61 +7.1%
Page 3 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%