Cascade Wealth Advisors, Inc Portfolio Holdings

Cascade Wealth Advisors, Inc has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $148 Billion distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Fltg Rate Nt ETF with a value of $13.1B, Ishares 0 5 Year High Yield CO with a value of $11.4B, Vanguard with a value of $11B, Vanguard Dividend Appreciation with a value of $9.33B, and Dimensional ETF Tr U S Small C with a value of $8.94B.

Examining the 13F form we can see an increase of $7.79B in the current position value, from $140B to 148B.

Cascade Wealth Advisors, Inc is based out at Wenatchee, WA

Below you can find more details about Cascade Wealth Advisors, Inc portfolio as well as his latest detailed transactions.