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
$0
$3.87 Billion 0.44% of portfolio
56,526
Q3 2025 Reduced 0.23%
$0
$3.72 Billion 0.43% of portfolio
48,823
Q3 2025 Added 575.28%
$0
$3.69 Billion 0.42% of portfolio
39,567
Q3 2025 Added 11.01%
$0
$3.5 Billion 0.4% of portfolio
5,825
Q3 2025 Reduced 2.75%
$0
$3.27 Billion 0.37% of portfolio
35,760
Q3 2025 Reduced 2.37%
$0
$3.24 Billion 0.37% of portfolio
36,435
Q3 2025 Added 5.66%
$0
$3.19 Billion 0.37% of portfolio
29,902
Q3 2025 Added 3.78%
$0
$3.1 Billion 0.36% of portfolio
42,909
Q3 2025 Added 12.01%
$0
$3.11 Billion 0.36% of portfolio
58,225
Q1 2025 Reduced 1.69%
$0
$3.12 Billion 0.36% of portfolio
17,859
Q2 2025 Added 2.61%
$0
$3.18 Billion 0.36% of portfolio
4,776
Q3 2025 Reduced 18.72%
$0
$2.89 Billion 0.33% of portfolio
36,623
Q3 2025 Reduced 1.88%
$0
$2.86 Billion 0.33% of portfolio
33,972
Q3 2025 Reduced 2.11%
$0
$2.84 Billion 0.33% of portfolio
19,495
Q3 2025 Added 0.12%
$0
$2.75 Billion 0.32% of portfolio
18,884
Q3 2024 Reduced 0.14%
$0
$2.69 Billion 0.31% of portfolio
88,785
Q3 2025 Added 23.64%
$0
$2.55 Billion 0.29% of portfolio
27,822
Q3 2025 Reduced 10.03%
$0
$2.55 Billion 0.29% of portfolio
58,838
Q3 2025 Added 13.54%
$0
$2.47 Billion 0.28% of portfolio
5,272
Q3 2025 Reduced 0.47%
$0
$2.45 Billion 0.28% of portfolio
32,984
Q3 2025 Reduced 6.59%
$0
$2.45 Billion 0.28% of portfolio
27,514
Q3 2025 Added 4.98%
$0
$2.44 Billion 0.28% of portfolio
52,021
Q1 2025 Reduced 2.53%
$0
$2.22 Billion 0.26% of portfolio
22,445
Q1 2025 Reduced 41.44%
$0
$2.25 Billion 0.26% of portfolio
33,455
Q3 2025 Reduced 0.56%
$0
$2.26 Billion 0.26% of portfolio
15,883
Q1 2025 Added 1.49%
$0
$2.26 Billion 0.26% of portfolio
61,911
Q3 2025 Reduced 0.02%
$0
$2.13 Billion 0.24% of portfolio
24,374
Q2 2025 Reduced 3.97%
$0
$2.07 Billion 0.24% of portfolio
38,282
Q3 2025 Reduced 1.35%
$0
$2.01 Billion 0.23% of portfolio
93,151
Q3 2025 Reduced 0.02%
$0
$2 Billion 0.23% of portfolio
39,219
Q3 2025 Reduced 4.79%
$0
$1.96 Billion 0.22% of portfolio
25,019
Q3 2025 Reduced 0.73%
$0
$1.9 Billion 0.22% of portfolio
32,636
Q3 2025 Reduced 7.18%
$127B
$1.8 Billion 0.21% of portfolio
5,051
Q3 2025 Added 17.71%
$281B
$1.83 Billion 0.21% of portfolio
6,475
Q3 2025 Reduced 1.42%
$412B
$1.87 Billion 0.21% of portfolio
2,020
Q3 2025 Added 0.1%
$169B
$1.75 Billion 0.2% of portfolio
23,148
Q3 2025 Added 0.26%
$0
$1.73 Billion 0.2% of portfolio
2,829
Q3 2025 Added 2.87%
$0
$1.5 Billion 0.17% of portfolio
5,880
Q3 2025 Reduced 0.24%
$68B
$1.47 Billion 0.17% of portfolio
13,202
Q3 2025 Added 0.38%
$0
$1.47 Billion 0.17% of portfolio
126,565
Q3 2025 Reduced 37.8%
$498B
$1.46 Billion 0.17% of portfolio
7,889
Q3 2025 Reduced 7.71%
$0
$1.38 Billion 0.16% of portfolio
13,797
Q3 2025 Added 0.05%
$0
$1.41 Billion 0.16% of portfolio
16,223
Q3 2025 Reduced 6.6%
$286B
$1.42 Billion 0.16% of portfolio
7,430
Q1 2024 New
$546B
$1.34 Billion 0.15% of portfolio
2,356
Q1 2025 Reduced 0.84%
$0
$1.33 Billion 0.15% of portfolio
6,334
Q3 2025 Reduced 5.77%
$223B
$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%
$67.8B
$1.22 Billion 0.14% of portfolio
38,920
Q3 2025 Added 3.83%

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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