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
$68.6B
$1.16 Billion 0.14% of portfolio
37,485
Q2 2025 Added 2.6%
$0
$1.12 Billion 0.13% of portfolio
5,172
Q2 2025 Reduced 13.12%
$0
$1.06 Billion 0.13% of portfolio
48,144
Q2 2025 Added 1.27%
$0
$1.06 Billion 0.13% of portfolio
11,914
Q1 2025 Reduced 17.34%
$874B
$1.05 Billion 0.13% of portfolio
3,612
Q2 2025 Added 14.23%
$0
$957 Million 0.12% of portfolio
33,399
Q2 2025 Added 0.01%
$0
$959 Million 0.12% of portfolio
5,279
Q2 2025 Added 2.35%
$0
$960 Million 0.12% of portfolio
42,517
Q2 2025 Added 0.9%
$67.7B
$967 Million 0.12% of portfolio
29,630
Q1 2025 Reduced 5.67%
$562B
$967 Million 0.12% of portfolio
722
Q2 2025 Added 1.98%
$58B
$997 Million 0.12% of portfolio
15,992
Q2 2025 Reduced 3.03%
$6.48B
$1.01 Billion 0.12% of portfolio
27,836
Q2 2025 Added 20.51%
$100B
$1.02 Billion 0.12% of portfolio
4,676
Q1 2025 Added 0.21%
$378B
$1.03 Billion 0.12% of portfolio
6,467
Q2 2025 Added 38.9%
$0
$908 Million 0.11% of portfolio
21,962
Q1 2024 New
$0
$909 Million 0.11% of portfolio
32,424
Q2 2025 Added 5.33%
$159B
$918 Million 0.11% of portfolio
3,071
Q2 2025 Reduced 0.97%
$36.7B
$932 Million 0.11% of portfolio
16,169
Q2 2025 Added 17.7%
$0
$934 Million 0.11% of portfolio
38,018
Q2 2025 Added 5.78%
$0
$794 Million 0.1% of portfolio
5,032
Q2 2025 Added 249.93%
$0
$795 Million 0.1% of portfolio
16,159
Q2 2025 Added 60.15%
$0
$810 Million 0.1% of portfolio
5,718
Q2 2024 Added 0.35%
$0
$811 Million 0.1% of portfolio
7,399
Q2 2025 Reduced 1.41%
$0
$822 Million 0.1% of portfolio
33,618
Q2 2025 Reduced 0.08%
$0
$830 Million 0.1% of portfolio
25,000
Q1 2024 New
$53B
$843 Million 0.1% of portfolio
46,475
Q2 2025 Added 5.98%
$230B
$857 Million 0.1% of portfolio
2,934
Q2 2025 Added 2.09%
$25.2B
$863 Million 0.1% of portfolio
12,785
Q2 2025 Added 38.13%
$0
$715 Million 0.09% of portfolio
1,263
Q2 2025 Reduced 12.29%
$0
$733 Million 0.09% of portfolio
5,402
Q2 2025 Reduced 1.48%
$319B
$741 Million 0.09% of portfolio
5,439
Q2 2025 Reduced 32.68%
$0
$750 Million 0.09% of portfolio
18,103
Q2 2025 Reduced 10.15%
Global X Fds
-
$751 Million 0.09% of portfolio
-
Q2 2025 Added 0.06%
$0
$757 Million 0.09% of portfolio
15,950
Q2 2025 Reduced 10.14%
$0
$761 Million 0.09% of portfolio
11,693
Q1 2024 New
$133B
$771 Million 0.09% of portfolio
3,351
Q1 2025 Reduced 2.84%
$0
$626 Million 0.08% of portfolio
12,968
Q2 2025 Reduced 2.26%
$275B
$630 Million 0.08% of portfolio
5,205
Q2 2025 Added 2.46%
$139B
$646 Million 0.08% of portfolio
26,668
Q2 2025 Reduced 0.56%
$0
$660 Million 0.08% of portfolio
3,397
Q1 2025 Added 19.28%
$0
$664 Million 0.08% of portfolio
14,359
Q2 2025 Reduced 7.87%
$119B
$676 Million 0.08% of portfolio
11,524
Q2 2025 Added 40.16%
$0
$678 Million 0.08% of portfolio
22,106
Q2 2025 Added 33.12%
$210B
$688 Million 0.08% of portfolio
23,768
Q2 2025 Added 1.28%
$223B
$690 Million 0.08% of portfolio
4,727
Q2 2025 Reduced 2.48%
$39.6B
$704 Million 0.08% of portfolio
2,120
Q1 2025 Reduced 20.9%
$58.7B
$706 Million 0.08% of portfolio
4,393
Q2 2025 Added 4.37%
$0
$557 Million 0.07% of portfolio
1,272
Q1 2025 Added 29.8%
$0
$554 Million 0.07% of portfolio
7,230
Q2 2025 New

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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