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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 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VIG VANGUARD SPECIALIZED FUNDS 41,956.0 $9.9M 0.86% -594.0 -1.4% $236.62 +3.5%
22 PAVE GLOBAL X FDS 167,112.0 $9.8M 0.85% +15K +9.6% $58.92 -3.6%
23 DGS WISDOMTREE TR 151,624.0 $9.8M 0.85% +15K +10.6% $64.71 -2.0%
24 MUB ISHARES TR 84,856.0 $9.1M 0.79% +50K +142.3% $107.62 -1.8%
25 SHYG ISHARES TR 215,130.0 $9.1M 0.79% +60K +38.9% $42.41 -0.4%
26 AVUV AMERICAN CENTY ETF TR 72,006.0 $9.0M 0.78% +19K +36.4% $124.76 +1.4%
27 MSFT MICROSOFT CORP Technology 23,392.0 $8.7M 0.76% +1K +5.4% $373.02 +29.8%
28 AVES AMERICAN CENTY ETF TR 132,338.0 $8.7M 0.75% +45K +51.3% $65.60 -0.8%
29 TSLA TESLA INC Consumer Cyclical 20,254.0 $8.5M 0.74% -188K -90.3% $420.60 -16.5%
30 BERKSHIRE HATHAWAY INC DEL 16,404.0 $8.2M 0.71% -376.0 -2.2% $500.39
31 SHY ISHARES TR 99,694.0 $8.2M 0.71% -58K -36.9% $82.11 -0.1%
32 SPIB SPDR SERIES TRUST 237,891.0 $8.0M 0.69% NEW $33.46 -0.8%
33 CRWD CROWDSTRIKE HLDGS INC Technology 10,222.0 $7.8M 0.68% -1K -11.3% $190.78 +5.7%
34 VYM VANGUARD WHITEHALL FDS 48,901.0 $7.7M 0.67% -574.0 -1.2% $158.03 +4.6%
35 VO VANGUARD INDEX FDS 94,784.0 $7.6M 0.66% +71K +306.7% $80.57 +3.1%
36 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 15,963.0 $7.6M 0.66% $477.56 -13.7%
37 EFA ISHARES TR 72,923.0 $7.6M 0.66% +24K +48.6% $103.88 +3.6%
38 AIRR FIRST TR EXCHANGE TRADED FD 56,594.0 $7.5M 0.66% $133.25 -11.3%
39 AVLV AMERICAN CENTY ETF TR 78,358.0 $7.1M 0.62% +26K +49.4% $91.21 +3.6%
40 VV VANGUARD INDEX FDS 20,716.0 $7.1M 0.62% -242.0 -1.1% $343.91 +3.0%
Page 2 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%