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
$601 Million 0.07% of portfolio
13,600
Q3 2025 Reduced 14.73%
$0
$610 Million 0.07% of portfolio
1,272
Q1 2025 Added 29.8%
$0
$623 Million 0.07% of portfolio
6,233
Q2 2025 New
$0
$633 Million 0.07% of portfolio
4,995
Q2 2025 New
$278B
$633 Million 0.07% of portfolio
4,933
Q3 2025 Reduced 5.23%
Ishares Bitcoin Trust ETF
-
$518 Million 0.06% of portfolio
-
Q3 2025 Added 2.57%
$0
$510 Million 0.06% of portfolio
2,444
Q3 2025 Reduced 1.61%
Fidelity Wise Origin Bitcoin
-
$508 Million 0.06% of portfolio
-
Q3 2025 Added 7.21%
$330B
$490 Million 0.06% of portfolio
5,851
Q3 2025 Added 1.74%
$0
$486 Million 0.06% of portfolio
11,689
Q3 2025 Reduced 18.88%
$0
$525 Million 0.06% of portfolio
9,191
Q3 2025 Reduced 0.79%
$0
$529 Million 0.06% of portfolio
16,718
Q3 2025 Reduced 24.37%
$0
$540 Million 0.06% of portfolio
10,029
Q2 2025 New
Crane Company
-
$542 Million 0.06% of portfolio
-
Q3 2025 Reduced 7.1%
$0
$548 Million 0.06% of portfolio
7,179
Q3 2025 Added 6.45%
$293B
$549 Million 0.06% of portfolio
8,021
Q3 2025 Added 2.75%
$0
$561 Million 0.06% of portfolio
6,628
Q2 2025 Reduced 3.48%
$51.2B
$422 Million 0.05% of portfolio
1,250
Q3 2025 New
$133B
$421 Million 0.05% of portfolio
1,951
Q3 2025 Reduced 1.27%
$0
$410 Million 0.05% of portfolio
15,034
Q2 2025 Reduced 28.68%
$759B
$404 Million 0.05% of portfolio
1,438
Q3 2025 Added 26.36%
$0
$394 Million 0.05% of portfolio
5,808
Q2 2025 New
$483B
$434 Million 0.05% of portfolio
3,852
Q3 2025 Added 5.51%
$303B
$439 Million 0.05% of portfolio
6,616
Q3 2025 Added 0.55%
$7.17B
$467 Million 0.05% of portfolio
500
Q3 2024 Reduced 16.67%
$79.5B
$458 Million 0.05% of portfolio
3,492
Q3 2025 Added 3.56%
$0
$458 Million 0.05% of portfolio
3,852
Q3 2025 Added 0.03%
$5.68B
$455 Million 0.05% of portfolio
12,370
Q1 2025 Added 20.45%
$0
$442 Million 0.05% of portfolio
41,020
Q1 2025 Added 10.86%
$128B
$340 Million 0.04% of portfolio
682
Q3 2025 Reduced 22.68%
$0
$337 Million 0.04% of portfolio
10,500
Q2 2025 New
$0
$325 Million 0.04% of portfolio
6,339
Q1 2025 Added 14.24%
$165B
$322 Million 0.04% of portfolio
7,318
Q3 2025 Added 3.54%
$0
$319 Million 0.04% of portfolio
427
Q3 2025 Reduced 21.94%
$84.5B
$317 Million 0.04% of portfolio
5,082
Q3 2025 Reduced 2.87%
$0
$317 Million 0.04% of portfolio
14,450
Q3 2025 Reduced 17.19%
$0
$316 Million 0.04% of portfolio
6,330
Q1 2024 New
$0
$308 Million 0.04% of portfolio
4,718
Q2 2025 Reduced 36.14%
$0
$307 Million 0.04% of portfolio
3,850
Q3 2025 Added 0.03%
$6.02B
$345 Million 0.04% of portfolio
3,203
Q2 2025 Added 1,396.73%
$0
$361 Million 0.04% of portfolio
18,723
Q1 2024 New
$0
$391 Million 0.04% of portfolio
2,797
Q2 2025 Reduced 0.32%
$0
$388 Million 0.04% of portfolio
3,491
Q2 2024 Reduced 5.42%
Blackrock Inc
-
$386 Million 0.04% of portfolio
-
Q3 2025 Added 0.91%
$0
$381 Million 0.04% of portfolio
2,676
Q2 2025 Reduced 0.41%
$99.5B
$378 Million 0.04% of portfolio
498
Q1 2025 Added 3.11%
$0
$375 Million 0.04% of portfolio
7,784
Q3 2025 Added 0.91%
$64.9B
$371 Million 0.04% of portfolio
4,635
Q3 2025 Added 0.43%
Super Micro Computer Inc
-
$369 Million 0.04% of portfolio
-
Q3 2025 Added 18.46%

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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