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 251–271 of 271
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GS | GOLDMAN SACHS GROUP INC | 246 | $100K–$500K | SH |
| BX | BLACKSTONE INC | 1K | $100K–$500K | SH |
| LOW | LOWES COS INC | 879 | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC | 2K | $100K–$500K | SH |
| ES | EVERSOURCE ENERGY | 3K | $100K–$500K | SH |
| ALNY | ALNYLAM PHARMACEUTICALS INC | 523 | $100K–$500K | SH |
| SKYY | FIRST TR EXCHANGE TRADED FD | 2K | $100K–$500K | SH |
| PINS | PINTEREST INC | 8K | $100K–$500K | SH |
| FINX | GLOBAL X FDS | 7K | $100K–$500K | SH |
| ARTY | ISHARES TR | 4K | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC | 2K | $100K–$500K | SH |
| FPE | FIRST TR EXCH TRADED FD III | 11K | $100K–$500K | SH |
| AMOM | EXCHANGE LISTED FDS TR | 4K | $100K–$500K | SH |
| ADBE | ADOBE INC | 575 | $100K–$500K | SH |
| EXK | ENDEAVOUR SILVER CORP | 14K | $100K–$500K | SH |
| RC | READY CAPITAL CORP | 45K | $50K–$100K | SH |
| OPK | OPKO HEALTH INC | 66K | $50K–$100K | SH |
| BOF | BRANCHOUT FOOD INC | 25K | $50K–$100K | SH |
| FBLG | FIBROBIOLOGICS INC | 315K | $50K–$100K | SH |
| NIO | NIO INC | 12K | $50K–$100K | SH |
| PLX | PROTALIX BIOTHERAPEUTICS INC | 12K | $15K–$50K | SH |