Cascade Wealth Advisors, Inc Portfolio Holdings

Cascade Wealth Advisors, Inc has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $177 Billion distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Shp ETF Tr Neos S&P 500 High I with a value of $18.9B, J P Morgan Exchange Traded Fd with a value of $14.2B, Neos ETF Trust with a value of $12.3B, Vanguard Dividend Appreciation with a value of $11.4B, and Vanguard with a value of $10.9B.

Examining the 13F form we can see an increase of $32.3B in the current position value, from $145B to 177B.

Cascade Wealth Advisors, Inc is based out at Wenatchee, WA

Below you can find more details about Cascade Wealth Advisors, Inc portfolio as well as his latest detailed transactions.