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Portfolio (Quarterly) Guide ↗

Cascade Financial Partners, LLC

· CIK 0002021208
13F Portfolio $987M AUM 271 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 18 New 72 Added 98 Reduced 8 Exited
Page 1 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 89,836.0 $16.8M 1.70% +2K +1.8% $186.50 +18.3%
2 AMZN AMAZON COM INC Consumer Cyclical 69,901.0 $16.1M 1.64% +361.0 +0.5% $230.82 +14.8%
3 DOL WISDOMTREE TR 242,761.0 $16.0M 1.62% +19K +8.5% $65.85 +12.0%
4 MGK VANGUARD WORLD FD 37,278.0 $15.4M 1.56% +3K +8.7% $412.77 -78.5%
5 SPMD SPDR SERIES TRUST 228,332.0 $13.2M 1.34% +3K +1.5% $57.91 +10.2%
6 SHY ISHARES TR 157,949.0 $13.1M 1.33% +57K +56.0% $82.82 -0.8%
7 STIP ISHARES TR 113,452.0 $11.6M 1.18% +36K +45.7% $102.39 +1.0%
8 SPEM SPDR INDEX SHS FDS 234,889.0 $11.0M 1.11% +9K +4.1% $46.81 +9.1%
9 ISHG ISHARES TR 138,377.0 $10.4M 1.05% +90K +183.4% $75.24 +0.2%
10 TSLA TESLA INC Consumer Cyclical 207,999.0 $9.4M 0.95% +186K +866.8% $44.97 +798.6%
11 IEI ISHARES TR 66,782.0 $8.0M 0.81% +29K +77.6% $119.35 -1.9%
12 DGS WISDOMTREE TR 137,119.0 $7.8M 0.80% +2K +1.5% $57.24 +11.4%
13 PAVE GLOBAL X FDS 152,446.0 $7.3M 0.74% +18K +13.5% $47.79 +14.0%
14 SHYG ISHARES TR 154,878.0 $6.6M 0.67% +96K +163.2% $42.87 -1.1%
15 BNL BROADSTONE NET LEASE INC Real Estate 361,456.0 $6.3M 0.64% +5K +1.3% $17.37 +17.6%
16 SPSB SPDR SERIES TRUST 194,237.0 $5.9M 0.59% +105K +118.8% $30.20 -0.7%
17 META META PLATFORMS INC Communication Services 8,843.0 $5.8M 0.59% +1K +19.3% $660.07 -8.7%
18 AIRR FIRST TR EXCHANGE TRADED FD 56,561.0 $5.6M 0.56% +4K +8.1% $98.32 +27.5%
19 VFH VANGUARD WORLD FD 40,949.0 $5.5M 0.55% +7K +19.4% $133.49 -5.0%
20 AVUV AMERICAN CENTY ETF TR 52,802.0 $5.4M 0.55% +5K +9.8% $101.98 +16.9%
Page 1 of 4  ·  72 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 54.9%
Technology 20.1%
Consumer Cyclical 6.0%
Consumer Defensive 4.9%
Financial Services 4.7%
Communication Services 3.7%
Real Estate 2.3%
Industrials 1.8%
Energy 1.1%
Utilities 0.3%