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 Companies Only

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%
$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
$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%
$404B
$508 Million 0.06% of portfolio
10,740
Q1 2025 Reduced 0.85%
$6.94B
$528 Million 0.06% of portfolio
500
Q3 2024 Reduced 16.67%
$461B
$394 Million 0.05% of portfolio
3,651
Q2 2025 Added 30.39%
$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%
$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%
$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%
$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
$85.8B
$353 Million 0.04% of portfolio
5,232
Q1 2025 Added 0.5%
$0
$342 Million 0.04% of portfolio
18,723
Q1 2024 New
$97B
$348 Million 0.04% of portfolio
498
Q1 2025 Added 3.11%
$12.3B
$220 Million 0.03% of portfolio
5,000
Q2 2025 New
$63.3B
$221 Million 0.03% of portfolio
864
Q2 2025 New
$165B
$224 Million 0.03% of portfolio
578
Q2 2025 Reduced 2.53%
$221B
$226 Million 0.03% of portfolio
39
Q2 2025 New
$88.2B
$228 Million 0.03% of portfolio
781
Q1 2025 Reduced 0.26%
$59.1B
$232 Million 0.03% of portfolio
1,136
Q2 2025 Reduced 53.78%
$141B
$220 Million 0.03% of portfolio
1,199
Q2 2025 New
$22.1B
$219 Million 0.03% of portfolio
3,450
Q2 2025 Reduced 14.2%
$2.42B
$208 Million 0.03% of portfolio
7,754
Q2 2024 New
$148B
$210 Million 0.03% of portfolio
5,886
Q3 2024 Reduced 0.36%
$139B
$213 Million 0.03% of portfolio
596
Q2 2025 New
$15.5B
$216 Million 0.03% of portfolio
2,260
Q2 2025 New
$53.1B
$216 Million 0.03% of portfolio
2,947
Q2 2025 New
$493M
$243 Million 0.03% of portfolio
55,643
Q2 2025 Added 36.91%
$150B
$270 Million 0.03% of portfolio
967
Q2 2025 Added 0.1%
$214B
$271 Million 0.03% of portfolio
2,186
Q2 2025 Reduced 10.99%
$149B
$278 Million 0.03% of portfolio
702
Q1 2025 Added 2.93%
$178B
$279 Million 0.03% of portfolio
529
Q1 2025 Reduced 9.11%
$2.46B
$280 Million 0.03% of portfolio
15,293
Q1 2025 Added 7.75%
$6.71B
$289 Million 0.03% of portfolio
3,203
Q2 2025 Added 1,396.73%
$165B
$266 Million 0.03% of portfolio
490
Q1 2025 Reduced 1.21%
$651B
$249 Million 0.03% of portfolio
1,138
Q2 2025 New
$50.8B
$250 Million 0.03% of portfolio
3,351
Q3 2024 Reduced 18.29%
$325B
$252 Million 0.03% of portfolio
808
Q2 2025 Reduced 9.42%
$255B
$258 Million 0.03% of portfolio
1,414
Q1 2025 New
$142B
$260 Million 0.03% of portfolio
974
Q2 2025 Reduced 29.11%

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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