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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 10 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SGOL ETFS GOLD TR Financial Services 12,370.0 $473K 0.04% $38.23 +12.3%
182 LRCX LAM RESEARCH CORP Technology 1,080.0 $468K 0.04% NEW $433.45 -29.1%
183 AMGN AMGEN INC Healthcare 1,284.0 $465K 0.04% -42.0 -3.2% $362.01 +22.2%
184 IWP ISHARES TR 3,123.0 $457K 0.04% +471.0 +17.8% $146.42 -1.8%
185 MO ALTRIA GROUP INC Consumer Defensive 6,351.0 $457K 0.04% -12K -65.7% $71.95 -8.2%
186 IWS ISHARES TR 2,746.0 $452K 0.04% +221.0 +8.8% $164.58 +4.7%
187 AGG ISHARES TR 4,552.0 $451K 0.04% -6K -56.8% $98.98 -1.2%
188 WFC WELLS FARGO & CO Financial Services 5,375.0 $444K 0.04% -288.0 -5.1% $82.64 +4.0%
189 EMXC ISHARES INC 4,313.0 $441K 0.04% +1K +31.9% $102.30 -6.0%
190 EEMS ISHARES INC 5,808.0 $441K 0.04% $75.89 -1.5%
191 MORT VANECK ETF TRUST 41,940.0 $434K 0.04% -15K -26.4% $10.36 -3.0%
192 DFEM DIMENSIONAL ETF TRUST 10,500.0 $427K 0.04% $40.64 -2.7%
193 LMT LOCKHEED MARTIN CORP Industrials 831.0 $423K 0.04% -96.0 -10.4% $509.50 +15.6%
194 GS GOLDMAN SACHS GROUP INC Financial Services 418.0 $423K 0.04% +172.0 +69.9% $1011.37 +1.0%
195 VICR VICOR CORP Technology 1,084.0 $412K 0.04% NEW $379.78 -42.8%
196 SPYV SPDR SERIES TRUST 6,591.0 $401K 0.04% NEW $60.79 +5.1%
197 SCHD SCHWAB STRATEGIC TR 12,570.0 $399K 0.04% -728.0 -5.5% $31.71 +10.7%
198 EMR EMERSON ELEC CO Industrials 2,753.0 $394K 0.03% -229.0 -7.7% $143.15 +10.1%
199 JEPQ J P MORGAN EXCHANGE TRADED F 6,412.0 $394K 0.03% +3K +65.0% $61.46 -2.6%
200 WES WESTERN MIDSTREAM PARTNERS L Energy 8,926.0 $391K 0.03% +390.0 +4.6% $43.76 +12.0%
Page 10 of 14  ·  279 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%