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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 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFAS DIMENSIONAL ETF TRUST 55,580.0 $4.6M 0.40% -946.0 -1.7% $82.34 +1.1%
22 BNL BROADSTONE NET LEASE INC Real Estate 207,003.0 $4.3M 0.37% -154K -42.7% $20.67 +2.3%
23 QQQ INVESCO QQQ TR Financial Services 5,751.0 $4.2M 0.37% -179.0 -3.0% $736.41 -2.8%
24 SCHE SCHWAB STRATEGIC TR 115,854.0 $4.2M 0.36% -3K -2.2% $36.26 +1.2%
25 VOE VANGUARD INDEX FDS 16,749.0 $3.3M 0.29% -673.0 -3.9% $197.60 +5.8%
26 AMD ADVANCED MICRO DEVICES INC Technology 5,232.0 $3.0M 0.26% -1K -17.6% $580.92 -19.7%
27 BK BANK OF NY MELLON CORP Financial Services 19,546.0 $2.8M 0.24% -165.0 -0.8% $144.61 -1.9%
28 AVDE AMERICAN CENTY ETF TR 31,033.0 $2.8M 0.24% -2K -6.5% $89.20 +5.0%
29 DVY ISHARES TR 14,670.0 $2.3M 0.20% -513.0 -3.4% $156.30 +5.9%
30 DGRW WISDOMTREE TR 23,370.0 $2.2M 0.19% -3K -10.3% $95.62 +4.0%
31 DFAT DIMENSIONAL ETF TRUST 31,915.0 $2.2M 0.19% -721.0 -2.2% $69.90 +2.6%
32 ITW ILLINOIS TOOL WKS INC Industrials 8,172.0 $2.2M 0.19% -773.0 -8.6% $270.47 +5.1%
33 JNJ JOHNSON & JOHNSON Healthcare 7,564.0 $1.9M 0.17% -712.0 -8.6% $253.95 +7.7%
34 VOO VANGUARD INDEX FDS 2,785.0 $1.9M 0.17% -62.0 -2.2% $686.74 +2.9%
35 SCHH SCHWAB STRATEGIC TR 78,649.0 $1.9M 0.16% -9K -10.3% $23.68 +1.4%
36 TXN TEXAS INSTRS INC Technology 5,894.0 $1.8M 0.15% -2K -23.3% $298.05 -10.3%
37 VB VANGUARD INDEX FDS 5,744.0 $1.7M 0.15% -136.0 -2.3% $303.14 +0.9%
38 VCIT VANGUARD SCOTTSDALE FDS 19,725.0 $1.6M 0.14% -11K -35.0% $82.65 -1.5%
39 NEE NEXTERA ENERGY INC Utilities 17,552.0 $1.5M 0.13% -2K -9.7% $87.77 -2.1%
40 VXF VANGUARD INDEX FDS 6,213.0 $1.5M 0.13% -90.0 -1.4% $246.20 +0.1%
Page 2 of 6  ·  102 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%