Cascade Financial Partners, LLC Reduced Holdings in Q3 2025

Cascade Financial Partners, LLC

  • $872 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-185
- 0.73%
$72.65 - $78.68 $13.4K - $14.6K
25K $1.96B
WTAI
Wisdomtree Tr Artificial Intel

ETFs
-200
- 0.53%
$24.13 - $29.07 $4.83K - $5.81K
37.8K $1.08B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-525
- 1.35%
$49.43 - $54.52 $26K - $28.6K
38.3K $2.07B
IDEV
Ishares Core Msci Intl Develop

ETFs
-1.02K
- 1.76%
$74.68 - $80.26 $75.9K - $81.5K
56.6K $4.54B
JNJ
Johnson & Johnson

Healthcare
-659
- 7.71%
$155.17 - $185.42 $102K - $122K
7.89K $1.46B
EWX
Spdr S&P Emerging Markets Smal

ETFs
-190
- 0.56%
$61.93 - $68.12 $11.8K - $12.9K
33.5K $2.25B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-165
- 2.75%
$546.99 - $602.2 $90.3K - $99.4K
5.83K $3.5B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-25
- 0.47%
$420.11 - $472.68 $10.5K - $11.8K
5.27K $2.47B
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-3.03K
- 1.8%
$31.31 - $34.54 $94.9K - $105K
165K $5.56B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-410
- 0.64%
$72.04 - $77.35 $29.5K - $31.7K
63.7K $4.88B
DFAS
Dimensional ETF Tr U S Small C

ETFs
-130
- 0.23%
$63.41 - $69.69 $8.24K - $9.06K
56.5K $3.87B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-15
- 0.09%
$459.11 - $506.91 $6.89K - $7.6K
16.8K $8.44B
MSFT
Microsoft Corp

Technology
-345
- 1.5%
$491.09 - $535.64 $169K - $185K
22.6K $11.7B
VIG
Vanguard Dividend Appreciation

ETFs
-858
- 1.9%
N/A
44.4K $9.57B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-564
- 0.96%
$132.9 - $142.03 $75K - $80.1K
58.2K $8.21B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-344
- 0.29%
$30.13 - $33.37 $10.4K - $11.5K
119K $3.96B
BNL
Broadstone Net Lease, Inc.

Real Estate
-14.6K
- 3.93%
$15.75 - $18.78 $230K - $274K
357K $6.37B
VV
Vanguard Large Cap ETF

ETFs
-200
- 0.92%
$285.05 - $309.14 $57K - $61.8K
21.5K $6.62B
SPMD
Spdr Portfolio

ETFs
-1.18K
- 0.52%
$54.43 - $58.29 $64.3K - $68.8K
225K $12.9B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-140
- 0.05%
$39.8 - $42.86 $5.57K - $6K
290K $12.4B
GOOGL
Alphabet Inc.

Communication Services
-1.48K
- 7.68%
$174.36 - $254.72 $258K - $377K
17.8K $4.32B
VTI
Vanguard Total Stock Market Et

ETFs
-874
- 1.73%
$303.93 - $329.86 $266K - $288K
49.8K $16.3B
PEP
Pepsico Inc

Consumer Defensive
-2.06K
- 1.38%
$133.81 - $152.16 $275K - $313K
147K $20.7B
GOOG
Alphabet Inc.

Communication Services
-780
- 4.46%
$175.16 - $255.24 $137K - $199K
16.7K $4.07B
MGK
Vanguard Mega Cap Growth ETF

ETFs
-416
- 1.2%
$362.31 - $405.74 $151K - $169K
34.3K $13.8B
IEMG
Ishares Inc

ETFs
-5.08K
- 1.95%
N/A
256K $16.9B
IVV
Ishares Core S&P 500 ETF

ETFs
-1.45K
- 2.94%
$620.67 - $670.08 $897K - $968K
47.8K $32B
VEA
Vanguard Ftse Developed Market

ETFs
-5.75K
- 0.89%
$56.02 - $60.3 $322K - $347K
640K $38.4B
NVDA
Nvidia Corp

Technology
-1.9K
- 2.1%
$153.3 - $186.58 $291K - $354K
88.3K $16.5B
TSLA
Tesla, Inc.

Consumer Cyclical
-213
- 0.98%
$293.94 - $444.72 $62.6K - $94.7K
21.5K $9.57B
AAPL
Apple Inc.

Technology
-992
- 0.49%
$202.38 - $256.87 $201K - $255K
202K $51.5B
Activity Summary
Buys All Purchases 92 New Holdings 12 Increased Positions 80 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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