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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 13 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SMH VANECK ETF TRUST 413.0 $271K 0.02% NEW $655.89 -14.5%
242 WTAI WISDOMTREE TR 5,691.0 $270K 0.02% -32K -85.0% $47.47 -13.8%
243 SPYD SPDR SERIES TRUST 5,484.0 $262K 0.02% NEW $47.71 +5.8%
244 DVA DAVITA INC Healthcare 1,167.0 $260K 0.02% NEW $222.48 -20.3%
245 CGBD CARLYLE SECURED LENDING INC Financial Services 24,620.0 $259K 0.02% NEW $10.53 +7.6%
246 C CITIGROUP INC Financial Services 1,825.0 $255K 0.02% -105.0 -5.4% $139.96 -5.1%
247 AMP AMERIPRISE FINL INC Financial Services 554.0 $254K 0.02% $458.76 +22.0%
248 EBAY EBAY INC. Consumer Cyclical 2,231.0 $249K 0.02% -510.0 -18.6% $111.76 -8.2%
249 ETN EATON CORP PLC Industrials 579.0 $247K 0.02% -117.0 -16.8% $425.83 -0.3%
250 BIZD VANECK ETF TRUST 19,301.0 $244K 0.02% +2K +9.8% $12.66 +4.7%
251 HDV ISHARES TR 8,900.0 $244K 0.02% +7K +400.0% $27.41 +9.2%
252 HTGC HERCULES CAPITAL INC Financial Services 15,293.0 $241K 0.02% $15.77 +7.2%
253 IWC ISHARES TR 1,198.0 $240K 0.02% NEW $200.04 -0.4%
254 PM PHILIP MORRIS INTL INC Consumer Defensive 1,318.0 $238K 0.02% -96.0 -6.8% $180.91 +5.0%
255 TJX TJX COS INC NEW Consumer Cyclical 1,556.0 $236K 0.02% +27.0 +1.8% $151.49 -4.6%
256 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 2,700.0 $235K 0.02% NEW $87.04 +4.0%
257 HESM HESS MIDSTREAM LP Energy 6,193.0 $233K 0.02% NEW $37.60 +5.7%
258 ACN ACCENTURE PLC IRELAND Technology 1,864.0 $232K 0.02% -259.0 -12.2% $124.46 +47.2%
259 UFOX ETF SER SOLUTIONS 2,420.0 $230K 0.02% NEW $95.04 -12.3%
260 PWRD TCW ETF TRUST 1,794.0 $221K 0.02% NEW $122.96 -11.6%
Page 13 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%