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 101–150 of 271
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AFL | AFLAC INC | 12K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 8K | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 4K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 15K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 7K | $1M+ | SH |
| O | REALTY INCOME CORP | 20K | $1M+ | SH |
| ESGD | ISHARES TR | 12K | $1M+ | SH |
| WTAI | WISDOMTREE TR | 38K | $1M+ | SH |
| SHYD | VANECK ETF TRUST | 48K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 6K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 19K | $1M+ | SH |
| AGG | ISHARES TR | 11K | $1M+ | SH |
| EQR | EQUITY RESIDENTIAL | 17K | $1M+ | SH |
| HD | HOME DEPOT INC | 3K | $1M+ | SH |
| ET | ENERGY TRANSFER L P | 62K | $1M+ | SH |
| ESML | ISHARES TR | 22K | $1M+ | SH |
| CSX | CSX CORP | 28K | $500K+ | SH |
| MCD | MCDONALDS CORP | 3K | $500K+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 32K | $500K+ | SH |
| RTX | RTX CORPORATION | 5K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 6K | $500K+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 38K | $500K+ | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 6K | $500K+ | SH |
| NUEM | NUSHARES ETF TR | 25K | $500K+ | SH |
| SHLD | GLOBAL X FDS | 14K | $500K+ | SH |
| MPLX | MPLX LP | 16K | $500K+ | SH |
| IWN | ISHARES TR | 5K | $500K+ | SH |
| IFRA | ISHARES TR | 16K | $500K+ | SH |
| MRSH | MARSH & MCLENNAN COS INC | 4K | $500K+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 30K | $500K+ | SH |
| PSCT | INVESCO EXCH TRADED FD TR II | 14K | $500K+ | SH |
| CSCO | CISCO SYS INC | 10K | $500K+ | SH |
| SMDV | PROSHARES TR | 12K | $500K+ | SH |
| IWM | ISHARES TR | 3K | $500K+ | SH |
| ROK | ROCKWELL AUTOMATION INC | 2K | $500K+ | SH |
| NFLX | NETFLIX INC | 8K | $500K+ | SH |
| DVYE | ISHARES INC | 24K | $500K+ | SH |
| SDY | SPDR SERIES TRUST | 5K | $500K+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 13K | $500K+ | SH |
| IWD | ISHARES TR | 3K | $500K+ | SH |
| EEM | ISHARES TR | 13K | $500K+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 1K | $500K+ | SH |
| XLP | SELECT SECTOR SPDR TR | 9K | $500K+ | SH |
| UNP | UNION PAC CORP | 3K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| NVS | NOVARTIS AG | 5K | $500K+ | SH |
| EPI | WISDOMTREE TR | 14K | $500K+ | SH |
| PFE | PFIZER INC | 26K | $500K+ | SH |
| IYF | ISHARES TR | 5K | $500K+ | SH |