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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 11 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SOXX ISHARES TR 600.0 $384K 0.03% -400.0 -40.0% $640.76 -18.9%
202 QCOM QUALCOMM INC Technology 2,034.0 $376K 0.03% +556.0 +37.6% $184.81 -12.4%
203 IJH ISHARES TR 4,849.0 $374K 0.03% +131.0 +2.8% $77.11 -0.1%
204 LIN LINDE PLC Basic Materials 711.0 $369K 0.03% +22.0 +3.2% $518.67 -7.2%
205 ORCL ORACLE CORP Technology 2,507.0 $367K 0.03% -131.0 -5.0% $146.52 -1.8%
206 GEV GE VERNOVA INC Utilities 311.0 $365K 0.03% NEW $1174.90 -16.0%
207 PGX INVESCO EXCH TRADED FD TR II 33,000.0 $358K 0.03% -6K -14.3% $10.84 -1.7%
208 BA BOEING CO Industrials 1,644.0 $356K 0.03% +113.0 +7.4% $216.52 +2.6%
209 CVX CHEVRON CORPORATION Energy 2,115.0 $351K 0.03% $165.76 +24.1%
210 UMI USCF ETF TR 5,957.0 $351K 0.03% -986.0 -14.2% $58.84 +4.6%
211 VGT VANGUARD WORLD FD 2,904.0 $347K 0.03% +2K +580.1% $119.52 -0.6%
212 VGK VANGUARD INTL EQUITY INDEX F 3,850.0 $341K 0.03% $88.53 +4.2%
213 AIQ GLOBAL X FDS 5,190.0 $341K 0.03% -87K -94.4% $65.61 -4.0%
214 PG PROCTER & GAMBLE CO Consumer Defensive 2,282.0 $335K 0.03% -4K -64.3% $146.65 -1.5%
215 SHM SPDR SERIES TRUST 6,944.0 $333K 0.03% -840.0 -10.8% $47.97 -0.5%
216 AVIV AMERICAN CENTY ETF TR 4,229.0 $327K 0.03% NEW $77.42 +7.1%
217 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 8,379.0 $327K 0.03% $39.05 +7.2%
218 VRT VERTIV HOLDINGS CO Industrials 971.0 $325K 0.03% NEW $334.80 -22.0%
219 KRE SPDR SERIES TRUST 4,291.0 $321K 0.03% -522.0 -10.8% $74.85 +0.2%
220 BBCA J P MORGAN EXCHANGE TRADED F 3,209.0 $319K 0.03% NEW $99.40 +7.3%
Page 11 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%