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 51–100 of 271
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 6 | $1M+ | SH |
| DON | WISDOMTREE TR | 87K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 46K | $1M+ | SH |
| SUB | ISHARES TR | 39K | $1M+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 52K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 57K | $1M+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 118K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 40K | $1M+ | SH |
| MUB | ISHARES TR | 35K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 6K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 5K | $1M+ | SH |
| NYF | ISHARES TR | 58K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 17K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 34K | $1M+ | SH |
| ESGU | ISHARES TR | 19K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 33K | $1M+ | SH |
| ITOT | ISHARES TR | 18K | $1M+ | SH |
| IDV | ISHARES TR | 64K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 30K | $1M+ | SH |
| IWF | ISHARES TR | 5K | $1M+ | SH |
| AMLP | ALPS ETF TR | 52K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 26K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 20K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 9K | $1M+ | SH |
| EWX | SPDR INDEX SHS FDS | 33K | $1M+ | SH |
| IEFA | ISHARES TR | 24K | $1M+ | SH |
| DVY | ISHARES TR | 15K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 26K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 20K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 37K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 7K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 33K | $1M+ | SH |
| GLD | SPDR GOLD TR | 5K | $1M+ | SH |
| SCHH | SCHWAB STRATEGIC TR | 88K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 25K | $1M+ | SH |
| FLOT | ISHARES TR | 36K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 2K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 8K | $1M+ | SH |
| TM | TOYOTA MOTOR CORP | 7K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 19K | $1M+ | SH |
| MRK | MERCK & CO INC | 15K | $1M+ | SH |
| STAG | STAG INDL INC | 41K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| SPG | SIMON PPTY GROUP INC NEW | 8K | $1M+ | SH |
| DLN | WISDOMTREE TR | 16K | $1M+ | SH |
| AVGO | BROADCOM INC | 4K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 44K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 6K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 2K | $1M+ | SH |