CIK 2021208
Cascade Financial Partners, LLC
Institutional 13F holdings & portfolio
Holdings
271
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 271
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LLY | ELI LILLY & CO | 237K | $1M+ | SH |
| AAPL | APPLE INC | 193K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 613K | $1M+ | SH |
| IVV | ISHARES TR | 46K | $1M+ | SH |
| PEP | PEPSICO INC | 137K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 90K | $1M+ | SH |
| IEMG | ISHARES INC | 243K | $1M+ | SH |
| AMZN | AMAZON COM INC | 70K | $1M+ | SH |
| DOL | WISDOMTREE TR | 243K | $1M+ | SH |
| RVTY | REVVITY INC | 163K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 37K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 44K | $1M+ | SH |
| SPMD | SPDR SERIES TRUST | 228K | $1M+ | SH |
| SHY | ISHARES TR | 158K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 288K | $1M+ | SH |
| STIP | ISHARES TR | 113K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 235K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 22K | $1M+ | SH |
| ISHG | ISHARES TR | 138K | $1M+ | SH |
| TSLA | TESLA INC | 208K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 43K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 17K | $1M+ | SH |
| IEI | ISHARES TR | 67K | $1M+ | SH |
| DGS | WISDOMTREE TR | 137K | $1M+ | SH |
| PAVE | GLOBAL X FDS | 152K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 49K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 23K | $1M+ | SH |
| SHYG | ISHARES TR | 155K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 21K | $1M+ | SH |
| BNL | BROADSTONE NET LEASE INC | 361K | $1M+ | SH |
| DEM | WISDOMTREE TR | 126K | $1M+ | SH |
| SPSB | SPDR SERIES TRUST | 194K | $1M+ | SH |
| META | META PLATFORMS INC | 9K | $1M+ | SH |
| DGRO | ISHARES TR | 82K | $1M+ | SH |
| GOOGL | ALPHABET INC | 18K | $1M+ | SH |
| AIRR | FIRST TR EXCHANGE TRADED FD | 57K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 110K | $1M+ | SH |
| VFH | VANGUARD WORLD FD | 41K | $1M+ | SH |
| DES | WISDOMTREE TR | 162K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 12K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 53K | $1M+ | SH |
| GOOG | ALPHABET INC | 17K | $1M+ | SH |
| AVES | AMERICAN CENTY ETF TR | 87K | $1M+ | SH |
| SCZ | ISHARES TR | 63K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 16K | $1M+ | SH |
| MLPA | GLOBAL X FDS | 99K | $1M+ | SH |
| EFA | ISHARES TR | 49K | $1M+ | SH |
| AIQ | GLOBAL X FDS | 93K | $1M+ | SH |
| IDEV | ISHARES TR | 56K | $1M+ | SH |
| REGL | PROSHARES TR | 55K | $1M+ | SH |