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
$785B
$181 Billion 20.71% of portfolio
236,707
Q3 2025 Added 0.28%
$4.32T
$51.5 Billion 5.9% of portfolio
202,193
Q3 2025 Reduced 0.49%
$0
$38.4 Billion 4.4% of portfolio
640,380
Q3 2025 Reduced 0.89%
$0
$32 Billion 3.66% of portfolio
47,760
Q3 2025 Reduced 2.94%
$210B
$20.7 Billion 2.37% of portfolio
147,376
Q3 2025 Reduced 1.38%
$0
$16.9 Billion 1.93% of portfolio
256,011
Q3 2025 Reduced 1.95%
$477B
$16.5 Billion 1.89% of portfolio
88,265
Q3 2025 Reduced 2.1%
$15.3B
$16.4 Billion 1.88% of portfolio
186,671
Q4 2024 Reduced 3.91%
$0
$16.3 Billion 1.87% of portfolio
49,789
Q3 2025 Reduced 1.73%
$2.31T
$15.3 Billion 1.75% of portfolio
69,540
Q3 2025 Reduced 2.84%
$0
$13.9 Billion 1.6% of portfolio
223,723
Q3 2025 Added 2.75%
$0
$13.8 Billion 1.58% of portfolio
34,291
Q3 2025 Reduced 1.2%
$0
$12.9 Billion 1.48% of portfolio
225,055
Q3 2025 Reduced 0.52%
$0
$12.4 Billion 1.42% of portfolio
290,092
Q3 2025 Reduced 0.05%
$3.96T
$11.7 Billion 1.34% of portfolio
22,590
Q3 2025 Reduced 1.5%
$0
$10.6 Billion 1.21% of portfolio
225,704
Q3 2025 Added 2.03%
$0
$9.57 Billion 1.1% of portfolio
44,367
Q3 2025 Reduced 1.9%
$646B
$8.44 Billion 0.97% of portfolio
16,789
Q3 2025 Reduced 0.09%
$0
$8.4 Billion 0.96% of portfolio
101,242
Q3 2025 Added 5.42%
$0
$8.21 Billion 0.94% of portfolio
58,226
Q3 2025 Reduced 0.96%
$0
$8.05 Billion 0.92% of portfolio
77,864
Q3 2025 Added 8.88%
$0
$7.71 Billion 0.88% of portfolio
135,047
Q3 2025 Added 1.19%
$0
$7.25 Billion 0.83% of portfolio
24,697
Q3 2025 Reduced 1.41%
$0
$6.62 Billion 0.76% of portfolio
21,519
Q3 2025 Reduced 0.92%
$3.5B
$6.37 Billion 0.73% of portfolio
356,660
Q3 2025 Reduced 3.93%
$0
$6.4 Billion 0.73% of portfolio
134,313
Q3 2025 Added 6.32%
$0
$5.99 Billion 0.69% of portfolio
130,240
Q3 2025 Reduced 9.5%
$114B
$5.93 Billion 0.68% of portfolio
12,088
Q3 2025 Added 1.73%
$0
$5.89 Billion 0.67% of portfolio
86,476
Q3 2025 Added 1.76%
$0
$5.56 Billion 0.64% of portfolio
165,078
Q3 2025 Reduced 1.8%
$0
$5.52 Billion 0.63% of portfolio
110,339
Q3 2025 Reduced 24.74%
$1.65T
$5.44 Billion 0.62% of portfolio
7,412
Q3 2025 Reduced 0.54%
$0
$5.06 Billion 0.58% of portfolio
52,306
Q3 2025 Added 7.89%
$0
$4.88 Billion 0.56% of portfolio
63,657
Q3 2025 Reduced 0.64%
$0
$4.83 Billion 0.55% of portfolio
99,737
Q3 2025 Reduced 3.76%
$0
$4.79 Billion 0.55% of portfolio
48,102
Q3 2025 Added 8.17%
$0
$4.5 Billion 0.52% of portfolio
37,612
Q3 2025 Added 7.94%
$0
$4.5 Billion 0.52% of portfolio
34,311
Q3 2025 Added 12.24%
$0
$4.52 Billion 0.52% of portfolio
78,763
Q3 2025 Added 0.84%
$440B
$4.53 Billion 0.52% of portfolio
6
Q1 2024 New
$0
$4.54 Billion 0.52% of portfolio
56,602
Q3 2025 Reduced 1.76%
$0
$4.55 Billion 0.52% of portfolio
87,001
Q3 2025 Reduced 1.93%
$1.55T
$4.49 Billion 0.51% of portfolio
16,071
Q3 2025 Added 0.08%
$0
$4.43 Billion 0.51% of portfolio
51,853
Q3 2025 Reduced 3.12%
$1.5T
$4.32 Billion 0.5% of portfolio
17,787
Q3 2025 Reduced 7.68%
$1.64T
$4.07 Billion 0.47% of portfolio
16,715
Q3 2025 Reduced 4.46%
$0
$3.96 Billion 0.45% of portfolio
118,765
Q3 2025 Reduced 0.29%
$0
$3.94 Billion 0.45% of portfolio
37,005
Q3 2025 Added 8.05%
$0
$3.93 Billion 0.45% of portfolio
79,485
Q3 2025 Added 6.48%

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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