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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 6 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AFL AFLAC INC Financial Services 12,117.0 $1.3M 0.14% -1K -8.2% $110.27 +6.3%
102 TXN TEXAS INSTRS INC Technology 7,686.0 $1.3M 0.14% +703.0 +10.1% $173.48 +74.3%
103 VXF VANGUARD INDEX FDS 6,303.0 $1.3M 0.13% $209.11 +8.6%
104 JPM JPMORGAN CHASE & CO. Financial Services 4,034.0 $1.3M 0.13% +122.0 +3.1% $322.25 -8.2%
105 IAU ISHARES GOLD TR Financial Services 15,492.0 $1.3M 0.13% -500.0 -3.1% $81.17 +5.4%
106 PLTR PALANTIR TECHNOLOGIES INC Technology 6,659.0 $1.2M 0.12% +620.0 +10.3% $177.75 -23.9%
107 O REALTY INCOME CORP Real Estate 20,307.0 $1.1M 0.12% +3K +20.2% $56.37 +10.1%
108 ESGD ISHARES TR 11,767.0 $1.1M 0.11% -147.0 -1.2% $95.09 +7.7%
109 WTAI WISDOMTREE TR 37,983.0 $1.1M 0.11% $29.14 +39.4%
110 SHYD VANECK ETF TRUST 47,803.0 $1.1M 0.11% +3K +6.3% $22.91 -1.4%
111 RSP INVESCO EXCHANGE TRADED FD T 5,589.0 $1.1M 0.11% $191.56 +6.4%
112 MO ALTRIA GROUP INC Consumer Defensive 18,510.0 $1.1M 0.11% +7K +60.6% $57.66 +28.3%
113 AGG ISHARES TR 10,536.0 $1.1M 0.11% -3K -23.6% $99.88 -1.7%
114 EQR EQUITY RESIDENTIAL Real Estate 16,514.0 $1.0M 0.11% +3K +24.2% $63.04 +4.3%
115 HD HOME DEPOT INC Consumer Cyclical 3,016.0 $1.0M 0.10% -80.0 -2.6% $344.11 -12.1%
116 ET ENERGY TRANSFER L P Energy 61,755.0 $1.0M 0.10% +14K +28.5% $16.49 +23.7%
117 ESML ISHARES TR 21,962.0 $1.0M 0.10% $45.98 +11.9%
118 CSX CSX CORP Industrials 27,545.0 $999K 0.10% -2K -7.5% $36.25 +27.1%
119 MCD MCDONALDS CORP Consumer Cyclical 3,131.0 $957K 0.10% +232.0 +8.0% $305.67 -8.1%
120 SCHM SCHWAB STRATEGIC TR 31,537.0 $948K 0.10% -2K -6.6% $30.07 +13.7%
Page 6 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%