§ 13F · FUND PROFILE
Cascade Financial Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $872M (13F)Positions · 264Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$32M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY & CO | 236K | $217M | 22.3% | ±0% |
| 2 | AAPL | APPLE INC | 184K | $47M | 4.8% | −2% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 613K | $39M | 4.0% | ±0% |
| 4 | IVV | ISHARES TR | 46K | $30M | 3.1% | ±0% |
| 5 | PEP | PEPSICO INC | 132K | $20M | 2.1% | −4% |
| 6 | DOL | WISDOMTREE TR | 270K | $18M | 1.9% | +11% |
| 7 | NVDA | NVIDIA CORPORATION | 93K | $16M | 1.7% | +4% |
| 8 | IEMG | ISHARES INC | 233K | $16M | 1.7% | −4% |
| 9 | TIP | ISHARES TR | 138K | $15M | 1.6% | +4156% |
| 10 | ISHG | ISHARES TR | 201K | $15M | 1.5% | +45% |
§ 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 $872 million in assets. The fund runs a broad portfolio of 264 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed