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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 1 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TLH ISHARES TR 154,327.0 $15.5M 1.34% NEW $100.35 -3.3%
2 MBB ISHARES TR 134,989.0 $12.8M 1.11% NEW $94.52 -1.3%
3 SPIB SPDR SERIES TRUST 237,891.0 $8.0M 0.69% NEW $33.46 -1.0%
4 CB CHUBB LIMITED Financial Services 2,928.0 $998K 0.09% NEW $340.74 +0.6%
5 NAC NUVEEN CA DIVI ADV MUN Financial Services 79,954.0 $969K 0.08% NEW $12.12 -3.5%
6 NXP NUVEEN SELECT TAX-FREE INCOM Financial Services 63,026.0 $902K 0.08% NEW $14.31 -0.8%
7 FCAL FIRST TR EXCH TRADED FD III 18,103.0 $899K 0.08% NEW $49.65 -2.0%
8 BNO UNITED STS BRENT OIL FD LP Financial Services 22,000.0 $895K 0.08% NEW $40.69 +31.5%
9 NOW SERVICENOW INC Technology 6,019.0 $598K 0.05% NEW $99.28 +30.7%
10 EWC ISHARES INC 9,065.0 $523K 0.04% NEW $57.64 +7.2%
11 U HAUL HOLDING COMPANY 8,287.0 $478K 0.04% NEW $57.70
12 LRCX LAM RESEARCH CORP Technology 1,080.0 $468K 0.04% NEW $433.45 -28.4%
13 VICR VICOR CORP Technology 1,084.0 $412K 0.04% NEW $379.78 -45.3%
14 SPYV SPDR SERIES TRUST 6,591.0 $401K 0.04% NEW $60.79 +4.0%
15 GEV GE VERNOVA INC Utilities 311.0 $365K 0.03% NEW $1174.90 -17.8%
16 AVIV AMERICAN CENTY ETF TR 4,229.0 $327K 0.03% NEW $77.42 +7.0%
17 VRT VERTIV HOLDINGS CO Industrials 971.0 $325K 0.03% NEW $334.80 -21.0%
18 BBCA J P MORGAN EXCHANGE TRADED F 3,209.0 $319K 0.03% NEW $99.40 +7.1%
19 SJNK SPDR SERIES TRUST 10,900.0 $273K 0.02% NEW $25.03 -0.7%
20 BE BLOOM ENERGY CORP Industrials 895.0 $271K 0.02% NEW $302.70 -33.1%
Page 1 of 2  ·  40 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%