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 151–200 of 271
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IUSV | ISHARES TR | 6K | $500K+ | SH |
| VUG | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| XLRE | SELECT SECTOR SPDR TR | 15K | $500K+ | SH |
| GDX | VANECK ETF TRUST | 7K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 11K | $500K+ | SH |
| MORT | VANECK ETF TRUST | 57K | $500K+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 7K | $500K+ | SH |
| T | AT&T INC | 24K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND | 2K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| ABBV | ABBVIE INC | 2K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 10K | $500K+ | SH |
| CR | CRANE COMPANY | 3K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 6K | $500K+ | SH |
| LQD | ISHARES TR | 5K | $500K+ | SH |
| ORCL | ORACLE CORP | 3K | $500K+ | SH |
| VBR | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| SGOL | ETFS GOLD TR | 12K | $500K+ | SH |
| PSCH | INVESCO EXCH TRADED FD TR II | 11K | $100K–$500K | SH |
| IJR | ISHARES TR | 4K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 927 | $100K–$500K | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 6K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 498 | $100K–$500K | SH |
| AMGN | AMGEN INC | 1K | $100K–$500K | SH |
| PGX | INVESCO EXCH TRADED FD TR II | 39K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 2K | $100K–$500K | SH |
| TPL | TEXAS PACIFIC LAND CORPORATI | 2K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 737 | $100K–$500K | SH |
| KO | COCA COLA CO | 6K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 3K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 3K | $100K–$500K | SH |
| EEMS | ISHARES INC | 6K | $100K–$500K | SH |
| SHM | SPDR SERIES TRUST | 8K | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 13K | $100K–$500K | SH |
| IWP | ISHARES TR | 3K | $100K–$500K | SH |
| IWS | ISHARES TR | 3K | $100K–$500K | SH |
| TIP | ISHARES TR | 3K | $100K–$500K | SH |
| BLK | BLACKROCK INC | 328 | $100K–$500K | SH |
| DFEM | DIMENSIONAL ETF TRUST | 11K | $100K–$500K | SH |
| PAA | PLAINS ALL AMERN PIPELINE L | 19K | $100K–$500K | SH |
| UMI | USCF ETF TR | 7K | $100K–$500K | SH |
| WES | WESTERN MIDSTREAM PARTNERS L | 9K | $100K–$500K | SH |
| OKE | ONEOK INC NEW | 5K | $100K–$500K | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 1K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 427 | $100K–$500K | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 4K | $100K–$500K | SH |
| REM | ISHARES TR | 14K | $100K–$500K | SH |
| IAGG | ISHARES TR | 6K | $100K–$500K | SH |