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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 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CAT CATERPILLAR INC Industrials 631.0 $672K 0.06% -106.0 -14.4% $1064.92 -24.2%
62 UNH UNITEDHEALTH GROUP INC Healthcare 1,578.0 $656K 0.06% -449.0 -22.1% $415.62 -6.9%
63 AMAT APPLIED MATLS INC Technology 874.0 $632K 0.06% -325.0 -27.1% $723.00 -32.1%
64 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,400.0 $613K 0.05% -100.0 -6.7% $437.64 -10.4%
65 BND VANGUARD BD INDEX FDS 8,139.0 $597K 0.05% -17K -67.0% $73.41 -1.5%
66 MCD MCDONALDS CORP Consumer Cyclical 2,132.0 $576K 0.05% -999.0 -31.9% $270.31 -0.0%
67 IJR ISHARES TR 3,500.0 $519K 0.04% -334.0 -8.7% $148.30 -1.2%
68 FLOT ISHARES TR 10,117.0 $516K 0.04% -26K -71.7% $51.05 -0.1%
69 PSCH INVESCO EXCH TRADED FD TR II 9,441.0 $494K 0.04% -1K -12.9% $52.37 +6.5%
70 T AT&T INC Communication Services 23,417.0 $485K 0.04% -302.0 -1.3% $20.70 +21.6%
71 GDX VANECK ETF TRUST 6,369.0 $481K 0.04% -810.0 -11.3% $75.45 +31.4%
72 EPI WISDOMTREE TR 11,214.0 $480K 0.04% -3K -20.5% $42.78 +0.2%
73 KO COCA COLA CO Consumer Defensive 5,827.0 $474K 0.04% -190.0 -3.2% $81.26 +12.6%
74 AMGN AMGEN INC Healthcare 1,284.0 $465K 0.04% -42.0 -3.2% $362.01 +20.6%
75 MO ALTRIA GROUP INC Consumer Defensive 6,351.0 $457K 0.04% -12K -65.7% $71.95 -7.2%
76 AGG ISHARES TR 4,552.0 $451K 0.04% -6K -56.8% $98.98 -1.6%
77 WFC WELLS FARGO & CO Financial Services 5,375.0 $444K 0.04% -288.0 -5.1% $82.64 +2.3%
78 MORT VANECK ETF TRUST 41,940.0 $434K 0.04% -15K -26.4% $10.36 -4.6%
79 LMT LOCKHEED MARTIN CORP Industrials 831.0 $423K 0.04% -96.0 -10.4% $509.50 +13.2%
80 SCHD SCHWAB STRATEGIC TR 12,570.0 $399K 0.04% -728.0 -5.5% $31.71 +10.7%
Page 4 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%