§ 13F · FUND PROFILE
Cascade Financial Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $831.9T (13F)Positions · 261Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY & CO | 237K | $254.3T | 25.8% | +11% |
| 2 | AAPL | APPLE INC | 193K | $52.5T | 5.3% | −4% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 613K | $38.3T | 3.9% | −4% |
| 4 | IVV | ISHARES TR | 46K | $31.3T | 3.2% | −4% |
| 5 | PEP | PEPSICO INC | 137K | $19.6T | 2.0% | −7% |
| 6 | NVDA | NVIDIA CORPORATION | 90K | $16.8T | 1.7% | +2% |
| 7 | IEMG | ISHARES INC | 243K | $16.4T | 1.7% | −5% |
| 8 | AMZN | AMAZON COM INC | 70K | $16.1T | 1.6% | +1% |
| 9 | DOL | WISDOMTREE TR | 243K | $16.0T | 1.6% | +9% |
| 10 | RVTY | REVVITY INC | 163K | $15.7T | 1.6% | — |
§ 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 $831871.2 trillion in assets. The fund runs a broad portfolio of 261 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed