§ 13F · FUND PROFILE
Cascade Financial Partners, LLC.
AUM · $1.2B (13F)Positions · 283Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY & CO | 236K | $283M | 24.5% | ±0% |
| 2 | AAPL | APPLE INC | 183K | $53M | 4.6% | −1% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 600K | $43M | 3.7% | −2% |
| 4 | IVV | ISHARES TR | 49K | $37M | 3.2% | +8% |
| 5 | DOL | WISDOMTREE TR | 308K | $23M | 2.0% | +14% |
| 6 | IEMG | ISHARES INC | 235K | $19M | 1.7% | +1% |
| 7 | NVDA | NVIDIA CORPORATION | 92K | $18M | 1.6% | −1% |
| 8 | RVTY | REVVITY INC | 163K | $18M | 1.6% | ±0% |
| 9 | TIP | ISHARES TR | 165K | $18M | 1.6% | +20% |
| 10 | PEP | PEPSICO INC | 129K | $18M | 1.5% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CASCADE SIGNAL
AC read
Cascade Financial Partners, LLC is a Other fund managing $1.2 billion in assets. The fund runs a broad portfolio of 283 positions.
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