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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 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPY STATE STR SPDR S&P 500 ETF T Financial Services 5,271.0 $3.9M 0.34% +535.0 +11.3% $746.72 +3.0%
62 IDV ISHARES TR 87,389.0 $3.6M 0.31% +23K +35.5% $41.43 +8.3%
63 NYF ISHARES TR 62,524.0 $3.4M 0.29% +4K +7.4% $53.91 -1.9%
64 VNQ VANGUARD INDEX FDS 34,731.0 $3.3M 0.29% +308.0 +0.9% $96.43 +2.3%
65 VOE VANGUARD INDEX FDS 16,749.0 $3.3M 0.29% -673.0 -3.9% $197.60 +5.8%
66 AMD ADVANCED MICRO DEVICES INC Technology 5,232.0 $3.0M 0.26% -1K -17.6% $580.92 -19.7%
67 ESGU ISHARES TR 18,500.0 $3.0M 0.26% $163.67 +2.9%
68 IWF ISHARES TR 24,224.0 $3.0M 0.26% +19K +361.7% $124.17 -1.2%
69 EWX SPDR INDEX SHS FDS 40,368.0 $3.0M 0.26% +7K +20.7% $74.30 -3.7%
70 ITOT ISHARES TR 17,902.0 $2.9M 0.26% $164.27 +2.7%
71 BK BANK OF NY MELLON CORP Financial Services 19,546.0 $2.8M 0.24% -165.0 -0.8% $144.61 -1.9%
72 AVDE AMERICAN CENTY ETF TR 31,033.0 $2.8M 0.24% -2K -6.5% $89.20 +5.0%
73 VWO VANGUARD INTL EQUITY INDEX F 46,199.0 $2.8M 0.24% +9K +24.3% $59.69 +0.6%
74 AMLP ALPS ETF TR 52,296.0 $2.7M 0.23% +275.0 +0.5% $51.85 +5.9%
75 SPYM SPDR SERIES TRUST 29,324.0 $2.6M 0.22% +4K +13.8% $87.88 +3.0%
76 IEFA ISHARES TR 26,572.0 $2.6M 0.22% +3K +10.6% $96.58 +4.0%
77 DVY ISHARES TR 14,670.0 $2.3M 0.20% -513.0 -3.4% $156.30 +5.9%
78 SPG SIMON PPTY GROUP INC NEW Real Estate 10,079.0 $2.3M 0.20% +2K +29.6% $223.66 -0.2%
79 DGRW WISDOMTREE TR 23,370.0 $2.2M 0.19% -3K -10.3% $95.62 +4.0%
80 DFAT DIMENSIONAL ETF TRUST 31,915.0 $2.2M 0.19% -721.0 -2.2% $69.90 +2.6%
Page 4 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%