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 201–250 of 271
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| KRE | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| IJH | ISHARES TR | 5K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 1K | $100K–$500K | SH |
| SOXX | ISHARES TR | 1K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 6K | $100K–$500K | SH |
| SCHA | SCHWAB STRATEGIC TR | 11K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO | 4K | $100K–$500K | SH |
| DIM | WISDOMTREE TR | 4K | $100K–$500K | SH |
| LIN | LINDE PLC | 689 | $100K–$500K | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 3K | $100K–$500K | SH |
| AVB | AVALONBAY CMNTYS INC | 2K | $100K–$500K | SH |
| HTGC | HERCULES CAPITAL INC | 15K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 7K | $100K–$500K | SH |
| DOCU | DOCUSIGN INC | 4K | $100K–$500K | SH |
| COIN | COINBASE GLOBAL INC | 1K | $100K–$500K | SH |
| BKLN | INVESCO EXCH TRADED FD TR II | 13K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 490 | $100K–$500K | SH |
| TFC | TRUIST FINL CORP | 6K | $100K–$500K | SH |
| JETS | ETF SER SOLUTIONS | 10K | $100K–$500K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 3K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 5K | $100K–$500K | SH |
| ONEY | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| AMP | AMERIPRISE FINL INC | 553 | $100K–$500K | SH |
| YUM | YUM BRANDS INC | 2K | $100K–$500K | SH |
| DGRS | WISDOMTREE TR | 5K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 507 | $100K–$500K | SH |
| HASI | HA SUSTAINABLE INFRA CAP INC | 8K | $100K–$500K | SH |
| SMCI | SUPER MICRO COMPUTER INC | 9K | $100K–$500K | SH |
| VTIP | VANGUARD MALVERN FDS | 5K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 759 | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 1K | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP | 864 | $100K–$500K | SH |
| BIZD | VANECK ETF TRUST | 18K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 2K | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC | 2K | $100K–$500K | SH |
| EBAY | EBAY INC. | 3K | $100K–$500K | SH |
| EMXC | ISHARES INC | 3K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 672 | $100K–$500K | SH |
| INTC | INTEL CORP | 6K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 2K | $100K–$500K | SH |
| PZT | INVESCO EXCH TRADED FD TR II | 10K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 1K | $100K–$500K | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| C | CITIGROUP INC | 2K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 974 | $100K–$500K | SH |
| ETN | EATON CORP PLC | 696 | $100K–$500K | SH |
| NKE | NIKE INC | 3K | $100K–$500K | SH |
| ILMN | ILLUMINA INC | 2K | $100K–$500K | SH |
| HDV | ISHARES TR | 2K | $100K–$500K | SH |
| WMB | WILLIAMS COS INC | 4K | $100K–$500K | SH |