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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 4 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JEPI J P MORGAN EXCHANGE TRADED F 13,191.0 $745K 0.07% +600.0 +4.8% $56.48 +2.6%
62 XLRE SELECT SECTOR SPDR TR 16,313.0 $718K 0.06% +1K +6.7% $44.03 +2.2%
63 BAC BANK OF AMER CORP Financial Services 12,531.0 $714K 0.06% +1K +12.5% $56.98 +10.9%
64 VUG VANGUARD INDEX FDS 7,600.0 $655K 0.06% +6K +497.5% $86.14 +2.1%
65 PFE PFIZER INC Healthcare 26,601.0 $641K 0.06% +471.0 +1.8% $24.08 +17.3%
66 ABBV ABBVIE INC Healthcare 2,524.0 $635K 0.06% +38.0 +1.5% $251.64 +5.7%
67 SCHA SCHWAB STRATEGIC TR 15,866.0 $573K 0.05% +5K +50.6% $36.13 -3.2%
68 PAA PLAINS ALL AMERN PIPELINE L Energy 25,659.0 $571K 0.05% +6K +33.0% $22.26 +7.8%
69 V VISA INC Financial Services 1,650.0 $566K 0.05% +29.0 +1.8% $343.00 +6.6%
70 IWP ISHARES TR 3,123.0 $457K 0.04% +471.0 +17.8% $146.42 -1.8%
71 IWS ISHARES TR 2,746.0 $452K 0.04% +221.0 +8.8% $164.58 +4.7%
72 EMXC ISHARES INC 4,313.0 $441K 0.04% +1K +31.9% $102.30 -6.0%
73 GS GOLDMAN SACHS GROUP INC Financial Services 418.0 $423K 0.04% +172.0 +69.9% $1011.37 +1.0%
74 JEPQ J P MORGAN EXCHANGE TRADED F 6,412.0 $394K 0.03% +3K +65.0% $61.46 -2.6%
75 WES WESTERN MIDSTREAM PARTNERS L Energy 8,926.0 $391K 0.03% +390.0 +4.6% $43.76 +12.0%
76 QCOM QUALCOMM INC Technology 2,034.0 $376K 0.03% +556.0 +37.6% $184.81 -12.4%
77 IJH ISHARES TR 4,849.0 $374K 0.03% +131.0 +2.8% $77.11 -0.1%
78 LIN LINDE PLC Basic Materials 711.0 $369K 0.03% +22.0 +3.2% $518.67 -7.2%
79 BA BOEING CO Industrials 1,644.0 $356K 0.03% +113.0 +7.4% $216.52 +2.6%
80 VGT VANGUARD WORLD FD 2,904.0 $347K 0.03% +2K +580.1% $119.52 -0.6%
Page 4 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%