Cascade Financial Partners, LLC
All holdings · as of Dec 31, 2025
| 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% |
| VANGUARD WHITEHALL FDS | $7.10M | 0.7% |
| VANGUARD INDEX FDS | $6.76M | 0.7% |
| ISHARES TR | $6.64M | 0.7% |
| VANGUARD INDEX FDS | $6.60M | 0.7% |
| Broadstone Net Lease, Inc. | $6.28M | 0.6% |
| WISDOMTREE TR | $5.91M | 0.6% |
| SPDR SERIES TRUST | $5.87M | 0.6% |
| Meta Platforms Inc | $5.84M | 0.6% |
| ISHARES TR | $5.68M | 0.6% |
| Alphabet Inc. | $5.58M | 0.6% |
| FIRST TR EXCHANGE TRADED FD | $5.56M | 0.6% |
| VANGUARD MUN BD FDS | $5.54M | 0.6% |
| VANGUARD WORLD FD | $5.47M | 0.6% |
| WISDOMTREE TR | $5.40M | 0.5% |
| CrowdStrike Holdings, Inc. | $5.40M | 0.5% |
| AMERICAN CENTY ETF TR | $5.38M | 0.5% |
| Alphabet Inc. | $5.31M | 0.5% |
| AMERICAN CENTURY ETF TRUST | $5.10M | 0.5% |
| ISHARES TR | $4.85M | 0.5% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $4.84M | 0.5% |
| GLOBAL X FDS | $4.80M | 0.5% |
| ISHARES TR | $4.71M | 0.5% |
| Global X Artificial Intelligence & Technology ETF | $4.71M | 0.5% |
| iShares MSCI UAE ETF | $4.63M | 0.5% |
| PROSHARES TR | $4.61M | 0.5% |