Cascade Financial Partners, LLC Portfolio Holdings

Cascade Financial Partners, LLC

  • $872 Billion
  • Q3 2025

Cascade Financial Partners, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $872 Billion distributed in 264 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $181B, Apple Inc. with a value of $51.5B, Vanguard Ftse Developed Market with a value of $38.4B, Ishares Core S&P 500 ETF with a value of $32B, and Pepsico Inc with a value of $20.7B.

Examining the 13F form we can see an increase of $40.4B in the current position value, from $832B to 872B.

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 $872 Billion
ETFs: $442 Billion
Healthcare: $204 Billion
Technology: $100 Billion
Consumer Cyclical: $30.2 Billion
Consumer Defensive: $25.8 Billion
Financial Services: $21.2 Billion
Communication Services: $16 Billion
Real Estate: $10.6 Billion
Other: $15.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.77B
$178 Million 0.02% of portfolio
22,700
Q2 2025 Reduced 18.64%
Fibrobiologics Inc
-
$163 Million 0.02% of portfolio
-
Q3 2025 Added 2.58%
$166B
$204 Million 0.02% of portfolio
578
Q2 2025 Reduced 2.53%
$48.7B
$205 Million 0.02% of portfolio
3,427
Q3 2025 Added 16.29%
$196B
$206 Million 0.02% of portfolio
2,030
Q3 2025 New
$0
$214 Million 0.02% of portfolio
1,594
Q3 2025 New
$370M
$215 Million 0.02% of portfolio
55,643
Q2 2025 Added 36.91%
$0
$218 Million 0.02% of portfolio
1,780
Q1 2025 Reduced 21.93%
$1.18B
$103 Million 0.01% of portfolio
66,490
Q1 2024 New
Branchout Food Inc
-
$51.3 Million 0.01% of portfolio
-
Q3 2025 New
$106M
$37.7 Million 0.0% of portfolio
17,000
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 264
  • Current Value $872 Billion
  • Prior Value $832 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 82 stocks
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