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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 2 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG ALPHABET INC Communication Services 16,935.0 $5.3M 0.54% +220.0 +1.3% $313.80 +22.2%
22 AVES AMERICAN CENTY ETF TR 87,457.0 $5.1M 0.52% +9K +11.0% $58.31 +12.6%
23 EFA ISHARES TR 49,057.0 $4.7M 0.48% +9K +24.0% $96.03 +8.5%
24 AIQ GLOBAL X FDS 92,526.0 $4.7M 0.48% +13K +16.4% $50.86 +23.1%
25 REGL PROSHARES TR 54,765.0 $4.6M 0.47% +3K +5.6% $84.22 +5.0%
26 BIL SPDR SERIES TRUST 46,172.0 $4.2M 0.43% +18K +66.0% $91.38 +0.2%
27 SUB ISHARES TR 39,353.0 $4.2M 0.43% +9K +31.6% $106.70 -0.4%
28 AVLV AMERICAN CENTY ETF TR 52,442.0 $4.0M 0.40% +10K +22.2% $75.77 +17.1%
29 AVDV AMERICAN CENTY ETF TR 40,226.0 $3.8M 0.38% +4K +10.4% $93.97 +15.3%
30 QQQ INVESCO QQQ TR Financial Services 5,930.0 $3.6M 0.37% +105.0 +1.8% $614.32 +16.3%
31 IDV ISHARES TR 64,477.0 $2.5M 0.26% +3K +4.1% $39.45 +15.0%
32 SPYM SPDR SERIES TRUST 25,759.0 $2.1M 0.21% +740.0 +3.0% $80.22 +9.0%
33 IBM INTERNATIONAL BUSINESS MACHS Technology 6,689.0 $2.0M 0.20% +214.0 +3.3% $296.23 -14.6%
34 VOO VANGUARD INDEX FDS 2,847.0 $1.8M 0.18% +18.0 +0.6% $627.17 +8.9%
35 JNJ JOHNSON & JOHNSON Healthcare 8,276.0 $1.7M 0.17% +387.0 +4.9% $206.95 +12.0%
36 STAG STAG INDL INC Real Estate 41,301.0 $1.5M 0.15% +12K +39.8% $36.76 +4.2%
37 SPG SIMON PPTY GROUP INC NEW Real Estate 7,777.0 $1.4M 0.15% +3K +68.5% $185.12 +10.3%
38 AVGO BROADCOM INC Technology 4,128.0 $1.4M 0.14% +769.0 +22.9% $346.07 +19.8%
39 EPD ENTERPRISE PRODS PARTNERS L Energy 44,320.0 $1.4M 0.14% +5K +13.9% $32.06 +23.1%
40 AMD ADVANCED MICRO DEVICES INC Technology 6,353.0 $1.4M 0.14% +764.0 +13.7% $214.16 +109.9%
Page 2 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%