Institutions / Cascade Financial Partners, LLC
Cascade Financial Partners, LLC
CIK 2021208 · Institution · as of Dec 31, 2025
Portfolio value
$986.53M
Positions
271
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 271 →
| Company | Value | % of portfolio |
|---|---|---|
| ELI LILLY & Co | $254.29M | 25.8% |
| Apple Inc. | $52.54M | 5.3% |
| Vanguard Tax-Managed Fds | $38.27M | 3.9% |
| iShares Tr | $31.28M | 3.2% |
| Pepsico Inc | $19.60M | 2.0% |
| NVIDIA Corp | $16.75M | 1.7% |
| iShares Inc | $16.36M | 1.7% |
| Amazon.com Inc | $16.13M | 1.6% |
| WisdomTree Tr | $15.99M | 1.6% |
| Revvity, Inc. | $15.74M | 1.6% |
| Vanguard World Fd | $15.39M | 1.6% |
| Vanguard Index Fds | $14.63M | 1.5% |
| SPDR Series Trust | $13.22M | 1.3% |
| iShares Tr | $13.08M | 1.3% |
| SPDR Index Shs Fds | $12.78M | 1.3% |
| iShares MSCI UAE ETF | $11.62M | 1.2% |
| SPDR Index Shs Fds | $11.00M | 1.1% |
| Microsoft Corp | $10.73M | 1.1% |
| iShares Tr | $10.41M | 1.1% |
| Tesla Inc | $9.35M | 0.9% |
| Vanguard Specialized Funds | $9.35M | 0.9% |
| Warren E. Buffett | $8.43M | 0.9% |
| iShares Tr | $7.97M | 0.8% |
| WisdomTree Tr | $7.85M | 0.8% |
| Global X Fds | $7.29M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.