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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 10 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EMR EMERSON ELEC CO Industrials 2,982.0 $396K 0.04% -510.0 -14.6% $132.72 +1.6%
182 EEMS ISHARES INC 5,808.0 $392K 0.04% $67.48 +12.2%
183 SHM SPDR SERIES TRUST 7,784.0 $374K 0.04% $47.99 -0.5%
184 SCHD SCHWAB STRATEGIC TR 13,298.0 $365K 0.04% -2K -11.6% $27.43 +17.6%
185 IWP ISHARES TR 2,652.0 $363K 0.04% -24.0 -0.9% $136.95 +0.6%
186 IWS ISHARES TR 2,525.0 $356K 0.04% -272.0 -9.7% $141.02 +11.7%
187 TIP ISHARES TR 3,231.0 $355K 0.04% -260.0 -7.5% $109.93 +0.4%
188 BLK BLACKROCK INC Financial Services 328.0 $351K 0.04% -3.0 -0.9% $1070.55 -0.6%
189 DFEM DIMENSIONAL ETF TRUST 10,500.0 $347K 0.04% $33.08 +19.8%
190 PAA PLAINS ALL AMERN PIPELINE L Energy 19,296.0 $347K 0.04% +8K +65.0% $17.96 +31.9%
191 UMI USCF ETF TR 6,943.0 $341K 0.04% NEW $49.08 +25.6%
192 WES WESTERN MIDSTREAM PARTNERS L Energy 8,536.0 $337K 0.03% NEW $39.50 +16.5%
193 OKE ONEOK INC NEW Energy 4,547.0 $334K 0.03% +800.0 +21.4% $73.50 +26.0%
194 BA BOEING CO Industrials 1,531.0 $332K 0.03% -420.0 -21.5% $217.17 +1.1%
195 MU MICRON TECHNOLOGY INC Technology 1,137.0 $324K 0.03% NEW $285.31 +167.1%
196 CVX CHEVRON CORP NEW Energy 2,120.0 $323K 0.03% +456.0 +27.4% $152.41 +25.3%
197 VGT VANGUARD WORLD FD 427.0 $322K 0.03% $753.78 -84.8%
198 VGK VANGUARD INTL EQUITY INDEX F 3,850.0 $322K 0.03% $83.60 +6.2%
199 REM ISHARES TR 14,450.0 $321K 0.03% $22.18 -1.6%
200 IAGG ISHARES TR 6,339.0 $317K 0.03% $50.01 +0.0%
Page 10 of 14  ·  271 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%