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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$971B
$181 Billion 20.71% of portfolio
236,707
Q3 2025 Added 0.28%
$4.3T
$51.5 Billion 5.9% of portfolio
202,193
Q3 2025 Reduced 0.49%
$204B
$20.7 Billion 2.37% of portfolio
147,376
Q3 2025 Reduced 1.38%
$465B
$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%
$2.39T
$15.3 Billion 1.75% of portfolio
69,540
Q3 2025 Reduced 2.84%
$3.78T
$11.7 Billion 1.34% of portfolio
22,590
Q3 2025 Reduced 1.5%
$1.29T
$9.57 Billion 1.1% of portfolio
21,514
Q3 2025 Reduced 0.98%
$662B
$8.44 Billion 0.97% of portfolio
16,789
Q3 2025 Reduced 0.09%
$3.41B
$6.37 Billion 0.73% of portfolio
356,660
Q3 2025 Reduced 3.93%
$115B
$5.93 Billion 0.68% of portfolio
12,088
Q3 2025 Added 1.73%
$1.37T
$5.44 Billion 0.62% of portfolio
7,412
Q3 2025 Reduced 0.54%
$453B
$4.53 Billion 0.52% of portfolio
6
Q1 2024 New
$1.46T
$4.49 Billion 0.51% of portfolio
16,071
Q3 2025 Added 0.08%
$1.65T
$4.32 Billion 0.5% of portfolio
17,787
Q3 2025 Reduced 7.68%
$1.74T
$4.07 Billion 0.47% of portfolio
16,715
Q3 2025 Reduced 4.46%
$266B
$1.83 Billion 0.21% of portfolio
6,475
Q3 2025 Reduced 1.42%
$404B
$1.87 Billion 0.21% of portfolio
2,020
Q3 2025 Added 0.1%
$168B
$1.75 Billion 0.2% of portfolio
23,148
Q3 2025 Added 0.26%
$72.3B
$1.47 Billion 0.17% of portfolio
13,202
Q3 2025 Added 0.38%
$522B
$1.46 Billion 0.17% of portfolio
7,889
Q3 2025 Reduced 7.71%
$272B
$1.42 Billion 0.16% of portfolio
7,430
Q1 2024 New
$512B
$1.34 Billion 0.15% of portfolio
2,356
Q1 2025 Reduced 0.84%
$235B
$1.31 Billion 0.15% of portfolio
15,665
Q3 2025 Added 0.62%
$177B
$1.28 Billion 0.15% of portfolio
6,983
Q3 2025 Reduced 0.71%
$70.2B
$1.22 Billion 0.14% of portfolio
38,920
Q3 2025 Added 3.83%
$881B
$1.23 Billion 0.14% of portfolio
3,912
Q3 2025 Added 8.31%
$367B
$1.25 Billion 0.14% of portfolio
3,096
Q3 2025 Reduced 0.96%
$139B
$1.11 Billion 0.13% of portfolio
3,359
Q3 2025 Reduced 29.8%
$342B
$1.1 Billion 0.13% of portfolio
6,039
Q3 2025 Added 11.03%
$35.1B
$1.03 Billion 0.12% of portfolio
16,900
Q3 2025 Added 4.52%
$6.89B
$1.04 Billion 0.12% of portfolio
29,551
Q3 2025 Added 6.16%
$73.4B
$1.06 Billion 0.12% of portfolio
29,795
Q3 2025 Added 0.56%
$346B
$1.07 Billion 0.12% of portfolio
6,973
Q3 2025 Added 7.82%
$89.7B
$942 Million 0.11% of portfolio
4,676
Q1 2025 Added 0.21%
$22.5B
$860 Million 0.1% of portfolio
13,293
Q3 2025 Added 3.97%
$258B
$864 Million 0.1% of portfolio
5,163
Q3 2025 Added 9.22%
$49.1B
$866 Million 0.1% of portfolio
722
Q2 2025 Added 1.98%
$59.8B
$866 Million 0.1% of portfolio
4,615
Q3 2025 Added 5.05%
$224B
$881 Million 0.1% of portfolio
2,899
Q3 2025 Reduced 1.19%
$388B
$904 Million 0.1% of portfolio
5,589
Q3 2025 Reduced 13.07%
$104B
$761 Million 0.09% of portfolio
11,526
Q3 2025 Added 0.02%
$136B
$792 Million 0.09% of portfolio
3,351
Q1 2025 Reduced 2.84%
$52.5B
$825 Million 0.09% of portfolio
48,055
Q3 2025 Added 3.4%
$181B
$677 Million 0.08% of portfolio
23,968
Q3 2025 Added 0.84%
$141B
$682 Million 0.08% of portfolio
26,768
Q3 2025 Added 0.37%
$300B
$693 Million 0.08% of portfolio
2,008
Q3 2025 Added 148.51%
$43.5B
$741 Million 0.08% of portfolio
2,120
Q1 2025 Reduced 20.9%
$53.5B
$574 Million 0.07% of portfolio
11,491
Q3 2025 Added 7.18%

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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