DOSSIER · 13F-HR · Q1 2026

Cascade Financial Partners, LLC

$970M in tracked AUM across 266 positions as of Q1 2026.

CF
CIK 0002021208 · last filed Mar 31, 2026
Total AUM
$970M
as of Q1 2026
Holdings
266
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Cascade Financial Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
LLY
ELI LILLY & CO
$218M237K22.4%
02
AAPL
APPLE INC
$48M190K5.0%
03
VEA
VANGUARD TAX-MANAGED FDS
$39M613K4.0%
04
IVV
ISHARES TR
$30M46K3.1%
05
PEP
PEPSICO INC
$20M132K2.1%
06
DOL
WISDOMTREE TR
$18M270K1.9%
07
NVDA
NVIDIA CORPORATION
$16M93K1.7%
08
IEMG
ISHARES INC
$16M233K1.7%
09
TIP
ISHARES TR
$15M138K1.6%
10
ISHG
ISHARES TR
$15M201K1.5%

Filing history

2026Q1Mar 31
$970M 1.7%
266 positionsView →
2025Q4Dec 31
$987M 13.1%
271 positionsView →
2025Q3Sep 30
$872M 4.9%
264 positionsView →
2025Q2Jun 30
$832M 4.9%
261 positionsLocked
2025Q1Mar 31
$793M 3.4%
242 positionsLocked
2024Q4Dec 31
$767M 3.8%
247 positionsLocked
2024Q3Sep 30
$798M 4.9%
238 positionsLocked
2024Q2Jun 30
$761M 9.6%
233 positionsLocked
2024Q1Mar 31
$694M
224 positionsLocked