Cascade Financial Partners, LLC Portfolio Holdings

Cascade Financial Partners, LLC

  • $832 Billion
  • Q2 2025

Cascade Financial Partners, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $832 Billion distributed in 261 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $184B, Apple Inc. with a value of $41.7B, Vanguard Ftse Developed Market with a value of $36.8B, Ishares Core S&P 500 ETF with a value of $30.6B, and Pepsico Inc with a value of $19.7B.

Examining the 13F form we can see an increase of $38.6B in the current position value, from $793B to 832B.

Cascade Financial Partners, LLC is based out at San Diego, CA

Below you can find more details about Cascade Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $832 Billion
ETFs: $419 Billion
Healthcare: $208 Billion
Technology: $86.1 Billion
Consumer Cyclical: $27.2 Billion
Consumer Defensive: $24.9 Billion
Financial Services: $21.1 Billion
Communication Services: $14.4 Billion
Real Estate: $9.92 Billion
Other: $14.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.3 Billion 0.4% of portfolio
5,990
Q2 2025 Reduced 8.76%
$0
$3.26 Billion 0.39% of portfolio
36,628
Q2 2025 Reduced 8.49%
$0
$3.26 Billion 0.39% of portfolio
74,649
Q2 2025 Added 9.67%
$0
$3.19 Billion 0.38% of portfolio
35,643
Q2 2025 Added 53.03%
$1.46T
$3.1 Billion 0.37% of portfolio
17,495
Q2 2025 Added 8.7%
$0
$3.06 Billion 0.37% of portfolio
28,812
Q2 2025 Added 4.78%
$0
$3.04 Billion 0.36% of portfolio
58,225
Q1 2025 Reduced 1.69%
$0
$2.88 Billion 0.35% of portfolio
34,703
Q2 2025 Reduced 18.95%
$0
$2.94 Billion 0.35% of portfolio
17,859
Q2 2025 Added 2.61%
$0
$2.84 Billion 0.34% of portfolio
30,924
Q2 2025 Added 11.53%
$0
$2.76 Billion 0.33% of portfolio
37,323
Q1 2025 Reduced 2.99%
$0
$2.73 Billion 0.33% of portfolio
34,483
Q2 2025 Added 14.86%
$0
$2.63 Billion 0.32% of portfolio
19,471
Q2 2025 Added 0.06%
$0
$2.54 Billion 0.31% of portfolio
52,021
Q1 2025 Reduced 2.53%
$0
$2.56 Billion 0.31% of portfolio
18,884
Q3 2024 Reduced 0.14%
$0
$2.6 Billion 0.31% of portfolio
35,312
Q2 2025 Reduced 30.51%
$80.5B
$2.53 Billion 0.3% of portfolio
10,241
Q1 2025 Reduced 1.11%
$0
$2.26 Billion 0.27% of portfolio
203,478
Q2 2025 Reduced 18.12%
$0
$2.25 Billion 0.27% of portfolio
5,297
Q2 2025 Added 20.47%
$0
$2.24 Billion 0.27% of portfolio
51,821
Q2 2025 Added 12.97%
$0
$2.14 Billion 0.26% of portfolio
61,923
Q2 2025 Added 0.91%
$0
$2.17 Billion 0.26% of portfolio
71,807
Q2 2025 Added 16.23%
$0
$2.19 Billion 0.26% of portfolio
26,210
Q2 2025 Added 7.03%
$0
$2.11 Billion 0.25% of portfolio
15,883
Q1 2025 Added 1.49%
$0
$2.11 Billion 0.25% of portfolio
22,445
Q1 2025 Reduced 41.44%
$0
$2.1 Billion 0.25% of portfolio
41,192
Q2 2025 Reduced 10.16%
$0
$2.09 Billion 0.25% of portfolio
33,645
Q2 2025 Added 34.34%
$0
$2.03 Billion 0.24% of portfolio
24,374
Q2 2025 Reduced 3.97%
$433B
$2 Billion 0.24% of portfolio
2,018
Q2 2025 Added 10.33%
$0
$1.97 Billion 0.24% of portfolio
93,169
Q2 2025 Reduced 1.98%
$0
$1.9 Billion 0.23% of portfolio
35,159
Q2 2025 Reduced 8.81%
$0
$1.92 Billion 0.23% of portfolio
38,807
Q2 2025 Added 0.76%
$232B
$1.94 Billion 0.23% of portfolio
6,568
Q4 2024 Reduced 11.65%
$0
$1.83 Billion 0.22% of portfolio
25,204
Q2 2025 Reduced 0.31%
$138B
$1.6 Billion 0.19% of portfolio
23,088
Q2 2025 Reduced 0.84%
$0
$1.56 Billion 0.19% of portfolio
2,750
Q2 2025 Reduced 8.15%
$177B
$1.46 Billion 0.18% of portfolio
7,033
Q1 2025 Reduced 4.18%
$67.2B
$1.39 Billion 0.17% of portfolio
13,152
Q2 2025 Reduced 1.5%
$0
$1.4 Billion 0.17% of portfolio
5,894
Q2 2025 Added 3.39%
$0
$1.43 Billion 0.17% of portfolio
17,369
Q2 2025 Added 1.76%
$0
$1.3 Billion 0.16% of portfolio
6,722
Q2 2025 Reduced 11.38%
$463B
$1.31 Billion 0.16% of portfolio
8,548
Q2 2025 Added 0.87%
$115B
$1.31 Billion 0.16% of portfolio
4,291
Q2 2025 Added 2.07%
$136B
$1.32 Billion 0.16% of portfolio
4,785
Q2 2025 Added 3.68%
$557B
$1.32 Billion 0.16% of portfolio
2,356
Q1 2025 Reduced 0.84%
$0
$1.37 Billion 0.16% of portfolio
13,790
Q2 2025 Reduced 8.75%
$275B
$1.28 Billion 0.15% of portfolio
7,430
Q1 2024 New
$214B
$1.23 Billion 0.15% of portfolio
15,569
Q2 2025 Added 0.67%
$425B
$1.15 Billion 0.14% of portfolio
3,126
Q2 2025 Reduced 4.02%

Summary

  • Portfolio
  • No. of Stocks 261
  • Current Value $832 Billion
  • Prior Value $793 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 26 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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