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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 7 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IWN ISHARES TR 4,733.0 $1.0M 0.09% $221.20 +1.6%
122 INTC INTEL CORP Technology 7,437.0 $1.0M 0.09% +1K +16.4% $139.63 -35.5%
123 PPA INVESCO EXCHANGE TRADED FD T 5,698.0 $1.0M 0.09% $176.65 -1.7%
124 CB CHUBB LIMITED Financial Services 2,928.0 $998K 0.09% NEW $340.74 +0.1%
125 HD HOME DEPOT INC Consumer Cyclical 2,816.0 $993K 0.09% -200.0 -6.6% $352.71 -4.8%
126 MPLX MPLX LP Energy 17,616.0 $992K 0.09% +1K +7.8% $56.33 +3.7%
127 ROK ROCKWELL AUTOMATION INC Industrials 1,971.0 $976K 0.09% $495.08 -11.7%
128 NAC NUVEEN CA DIVI ADV MUN Financial Services 79,954.0 $969K 0.08% NEW $12.12 -3.5%
129 RTX RTX CORPORATION Industrials 5,020.0 $952K 0.08% -126.0 -2.5% $189.73 +10.6%
130 SMDV PROSHARES TR 12,138.0 $935K 0.08% +445.0 +3.8% $77.03 -0.1%
131 SCHF SCHWAB STRATEGIC TR 33,260.0 $921K 0.08% -5K -12.0% $27.70 +2.7%
132 IWM ISHARES TR 3,020.0 $907K 0.08% -115.0 -3.7% $300.45 -0.2%
133 STIP ISHARES TR 8,830.0 $902K 0.08% -105K -92.2% $102.16 -1.2%
134 NXP NUVEEN SELECT TAX-FREE INCOM Financial Services 63,026.0 $902K 0.08% NEW $14.31 -0.8%
135 SCHX SCHWAB STRATEGIC TR 30,598.0 $900K 0.08% +172.0 +0.6% $29.43 +2.7%
136 FCAL FIRST TR EXCH TRADED FD III 18,103.0 $899K 0.08% NEW $49.65 -2.2%
137 BNO UNITED STS BRENT OIL FD LP Financial Services 22,000.0 $895K 0.08% NEW $40.69 +32.2%
138 EEM ISHARES TR 12,968.0 $887K 0.08% $68.41 -1.9%
139 SHLD GLOBAL X FDS 14,845.0 $886K 0.08% +1K +8.6% $59.71 +12.4%
140 DVYE ISHARES INC 26,625.0 $858K 0.07% +2K +10.0% $32.23 +10.0%
Page 7 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 56.9%
Technology 20.8%
Consumer Cyclical 5.3%
Financial Services 5.2%
Consumer Defensive 4.0%
Communication Services 2.4%
Real Estate 2.2%
Industrials 1.9%
Energy 0.9%
Utilities 0.3%