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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 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SMH VANECK ETF TRUST 413.0 $271K 0.02% NEW $655.89 -14.2%
22 SPYD SPDR SERIES TRUST 5,484.0 $262K 0.02% NEW $47.71 +5.4%
23 DVA DAVITA INC Healthcare 1,167.0 $260K 0.02% NEW $222.48 -21.2%
24 CGBD CARLYLE SECURED LENDING INC Financial Services 24,620.0 $259K 0.02% NEW $10.53 +7.6%
25 IWC ISHARES TR 1,198.0 $240K 0.02% NEW $200.04 -1.9%
26 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 2,700.0 $235K 0.02% NEW $87.04 +3.2%
27 HESM HESS MIDSTREAM LP Energy 6,193.0 $233K 0.02% NEW $37.60 +4.0%
28 UFOX ETF SER SOLUTIONS 2,420.0 $230K 0.02% NEW $95.04 -13.2%
29 PWRD TCW ETF TRUST 1,794.0 $221K 0.02% NEW $122.96 -11.9%
30 PDP INVESCO EXCHANGE TRADED FD T 1,450.0 $220K 0.02% NEW $151.73 -10.2%
31 ACWI ISHARES TR 1,399.0 $220K 0.02% NEW $156.97 +1.9%
32 SUSL ISHARES TR 1,616.0 $215K 0.02% NEW $132.76 +2.9%
33 CNQ CANADIAN NAT RES LTD MED TER Energy 5,400.0 $213K 0.02% NEW $39.50 +29.2%
34 AZN ASTRAZENECA PLC Healthcare 1,109.0 $210K 0.02% NEW $189.69 -13.3%
35 IWO ISHARES TR 533.0 $210K 0.02% NEW $393.96 -2.9%
36 ESGV VANGUARD WORLD FD 1,565.0 $207K 0.02% NEW $132.24 +2.1%
37 EWY ISHARES INC 1,025.0 $207K 0.02% NEW $201.90 -11.8%
38 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 4,423.0 $201K 0.02% NEW $45.52 +23.6%
39 FBLG FIBROBIOLOGICS INC Healthcare 108,828.0 $103K 0.01% NEW $0.95 +36.1%
40 NUVEEN CR STRATEGIES INCOME 10,305.0 $50K 0.00% NEW $4.86
Page 2 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%