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
$50.3B
$552 Million 0.07% of portfolio
10,721
Q2 2025 Added 6.93%
$276B
$542 Million 0.07% of portfolio
7,806
Q2 2025 Added 9.85%
$0
$577 Million 0.07% of portfolio
14,409
Q2 2025 Reduced 1.04%
$0
$590 Million 0.07% of portfolio
6,233
Q2 2025 New
$562B
$590 Million 0.07% of portfolio
1,663
Q1 2025 Added 1.59%
$0
$600 Million 0.07% of portfolio
43,840
Q2 2025 New
Crane Company
-
$602 Million 0.07% of portfolio
-
Q1 2025 Reduced 5.93%
$0
$604 Million 0.07% of portfolio
4,995
Q2 2025 New
Ishares Bitcoin Trust ETF
-
$475 Million 0.06% of portfolio
-
Q2 2025 Added 34.56%
$293B
$466 Million 0.06% of portfolio
6,580
Q2 2025 Added 6.47%
$372B
$461 Million 0.06% of portfolio
2,485
Q2 2025 Added 0.04%
$307B
$461 Million 0.06% of portfolio
5,751
Q2 2025 Reduced 6.5%
$0
$484 Million 0.06% of portfolio
2,484
Q2 2025 Reduced 10.07%
$404B
$508 Million 0.06% of portfolio
10,740
Q1 2025 Reduced 0.85%
$0
$525 Million 0.06% of portfolio
10,029
Q2 2025 New
$0
$527 Million 0.06% of portfolio
9,264
Q2 2025 Added 0.02%
$0
$531 Million 0.06% of portfolio
6,628
Q2 2025 Reduced 3.48%
$0
$398 Million 0.05% of portfolio
15,034
Q2 2025 Reduced 28.68%
$461B
$394 Million 0.05% of portfolio
3,651
Q2 2025 Added 30.39%
$5.02B
$390 Million 0.05% of portfolio
12,370
Q1 2025 Added 20.45%
$0
$384 Million 0.05% of portfolio
3,491
Q2 2024 Reduced 5.42%
$0
$377 Million 0.05% of portfolio
5,808
Q2 2025 New
$0
$408 Million 0.05% of portfolio
9,050
Q1 2025 Reduced 20.23%
$120B
$409 Million 0.05% of portfolio
882
Q1 2025 Added 6.78%
$137B
$414 Million 0.05% of portfolio
1,976
Q2 2025 Reduced 4.36%
$70.3B
$420 Million 0.05% of portfolio
4,615
Q4 2024 Reduced 5.14%
$0
$421 Million 0.05% of portfolio
3,851
Q2 2025 Added 3.61%
$0
$433 Million 0.05% of portfolio
41,020
Q1 2025 Added 10.86%
Fidelity Wise Origin Bitcoin
-
$446 Million 0.05% of portfolio
-
Q2 2025 Reduced 11.85%
$78.1B
$450 Million 0.05% of portfolio
3,372
Q1 2025 Reduced 0.3%
$79.5B
$307 Million 0.04% of portfolio
1,780
Q1 2025 Reduced 9.09%
$155B
$308 Million 0.04% of portfolio
2,869
Q1 2025 Reduced 1.98%
$0
$312 Million 0.04% of portfolio
10,500
Q2 2025 New
$61.6B
$317 Million 0.04% of portfolio
3,141
Q2 2025 Reduced 5.56%
Super Micro Computer Inc
-
$319 Million 0.04% of portfolio
-
Q2 2025 Added 8.33%
$32.1B
$306 Million 0.04% of portfolio
3,747
Q1 2025 Reduced 2.35%
$183B
$306 Million 0.04% of portfolio
7,068
Q2 2025 Added 13.94%
$0
$298 Million 0.04% of portfolio
3,849
Q2 2025 Added 12.18%
$221B
$295 Million 0.04% of portfolio
761
Q2 2025 Added 5.55%
$52.6B
$295 Million 0.04% of portfolio
553
Q1 2024 New
$0
$295 Million 0.04% of portfolio
6,330
Q1 2024 New
$0
$293 Million 0.04% of portfolio
4,718
Q2 2025 Reduced 36.14%
$0
$324 Million 0.04% of portfolio
6,339
Q1 2025 Added 14.24%
$0
$330 Million 0.04% of portfolio
17,399
Q2 2025 New
$0
$336 Million 0.04% of portfolio
5,662
Q2 2025 Reduced 6.6%
$0
$373 Million 0.04% of portfolio
17,450
Q1 2025 Reduced 9.35%
$0
$371 Million 0.04% of portfolio
2,676
Q2 2025 Reduced 0.41%
$0
$370 Million 0.04% of portfolio
2,797
Q2 2025 Reduced 0.32%
$0
$369 Million 0.04% of portfolio
7,714
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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