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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 5 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IBM INTERNATIONAL BUSINESS MACHS Technology 6,689.0 $2.0M 0.20% +214.0 +3.3% $296.23 -14.6%
82 DFAT DIMENSIONAL ETF TRUST 32,636.0 $1.9M 0.20% $59.54 +11.7%
83 GLD SPDR GOLD TR Financial Services 4,898.0 $1.9M 0.20% -153.0 -3.0% $396.31 +5.2%
84 SCHH SCHWAB STRATEGIC TR 87,647.0 $1.8M 0.19% -6K -5.9% $20.89 +13.2%
85 BND VANGUARD BD INDEX FDS 24,695.0 $1.8M 0.18% -8K -25.1% $74.07 -1.5%
86 FLOT ISHARES TR 35,727.0 $1.8M 0.18% -3K -8.9% $50.86 +0.3%
87 VOO VANGUARD INDEX FDS 2,847.0 $1.8M 0.18% +18.0 +0.6% $627.17 +8.9%
88 COST COSTCO WHSL CORP NEW Consumer Defensive 2,001.0 $1.7M 0.17% -19.0 -0.9% $862.33 +21.8%
89 JNJ JOHNSON & JOHNSON Healthcare 8,276.0 $1.7M 0.17% +387.0 +4.9% $206.95 +12.0%
90 TM TOYOTA MOTOR CORP Consumer Cyclical 7,430.0 $1.6M 0.16% $214.06 -11.3%
91 NEE NEXTERA ENERGY INC Utilities 19,435.0 $1.6M 0.16% -4K -16.0% $80.28 +11.7%
92 MRK MERCK & CO INC Healthcare 14,737.0 $1.6M 0.16% -928.0 -5.9% $105.26 +10.1%
93 STAG STAG INDL INC Real Estate 41,301.0 $1.5M 0.15% +12K +39.8% $36.76 +4.2%
94 VB VANGUARD INDEX FDS 5,880.0 $1.5M 0.15% $257.96 +11.0%
95 SPG SIMON PPTY GROUP INC NEW Real Estate 7,777.0 $1.4M 0.15% +3K +68.5% $185.12 +10.3%
96 DLN WISDOMTREE TR 16,223.0 $1.4M 0.14% $88.08 +8.5%
97 AVGO BROADCOM INC Technology 4,128.0 $1.4M 0.14% +769.0 +22.9% $346.07 +19.8%
98 EPD ENTERPRISE PRODS PARTNERS L Energy 44,320.0 $1.4M 0.14% +5K +13.9% $32.06 +23.1%
99 AMD ADVANCED MICRO DEVICES INC Technology 6,353.0 $1.4M 0.14% +764.0 +13.7% $214.16 +109.9%
100 MA MASTERCARD INCORPORATED Financial Services 2,356.0 $1.3M 0.14% $570.77 -12.5%
Page 5 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%