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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$76.6M
$25.2 Million 0.0% of portfolio
17,000
Q2 2025 New

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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