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Portfolio (Quarterly) Guide ↗

Cascade Financial Partners, LLC

· CIK 0002021208
13F Portfolio $987M AUM 271 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 18 New 72 Added 98 Reduced 8 Exited
Page 8 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IWD ISHARES TR 3,397.0 $715K 0.07% $210.34 +11.6%
142 EEM ISHARES TR 12,968.0 $709K 0.07% $54.71 +20.7%
143 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 1,175.0 $709K 0.07% -88.0 -7.0% $603.28 +10.3%
144 XLP SELECT SECTOR SPDR TR 9,000.0 $699K 0.07% NEW $77.68 +9.0%
145 UNP UNION PAC CORP Industrials 2,966.0 $686K 0.07% -385.0 -11.5% $231.32 +14.9%
146 UNH UNITEDHEALTH GROUP INC Healthcare 2,027.0 $669K 0.07% +19.0 +0.9% $330.15 +16.1%
147 NVS NOVARTIS AG Healthcare 4,833.0 $666K 0.07% -100.0 -2.0% $137.87 +10.1%
148 EPI WISDOMTREE TR 14,100.0 $653K 0.07% +500.0 +3.7% $46.29 -9.1%
149 PFE PFIZER INC Healthcare 26,130.0 $651K 0.07% -638.0 -2.4% $24.90 +4.2%
150 IYF ISHARES TR 4,995.0 $644K 0.07% $128.93 -4.3%
151 IUSV ISHARES TR 6,233.0 $639K 0.07% $102.54 +6.7%
152 VUG VANGUARD INDEX FDS 1,272.0 $620K 0.06% $487.72 -82.1%
153 XLRE SELECT SECTOR SPDR TR 15,285.0 $617K 0.06% -3K -15.8% $40.35 +10.3%
154 GDX VANECK ETF TRUST 7,179.0 $616K 0.06% $85.77 +0.3%
155 BAC BANK AMERICA CORP Financial Services 11,140.0 $613K 0.06% $55.00 -6.4%
156 MORT VANECK ETF TRUST 56,956.0 $599K 0.06% +16K +38.9% $10.51 -4.3%
157 VYMI VANGUARD WHITEHALL FDS 6,628.0 $597K 0.06% $90.00 +11.3%
158 T AT&T INC Communication Services 23,719.0 $589K 0.06% -249.0 -1.0% $24.84 +0.4%
159 ACN ACCENTURE PLC IRELAND Technology 2,123.0 $570K 0.06% -228.0 -9.7% $268.34 -33.7%
160 V VISA INC Financial Services 1,621.0 $568K 0.06% $350.61 -5.7%
Page 8 of 14  ·  271 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 54.9%
Technology 20.1%
Consumer Cyclical 6.0%
Consumer Defensive 4.9%
Financial Services 4.7%
Communication Services 3.7%
Real Estate 2.3%
Industrials 1.8%
Energy 1.1%
Utilities 0.3%