DOSSIER · 13F-HR · Q2 2026

Cascade Financial Partners, LLC

$1.2B in tracked AUM across 283 positions as of Q2 2026.

CF
CIK 0002021208 · last filed Jun 30, 2026
Total AUM
$1.2B
as of Q2 2026
Holdings
283
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Cascade Financial Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
LLY
ELI LILLY & CO
$284M237K24.7%
02
AAPL
APPLE INC
$55M188K4.7%
03
VEA
VANGUARD TAX-MANAGED FDS
$43M600K3.7%
04
IVV
ISHARES TR
$37M49K3.2%
05
DOL
WISDOMTREE TR
$23M308K2.0%
06
IEMG
ISHARES INC
$19M235K1.7%
07
NVDA
NVIDIA CORPORATION
$18M92K1.6%
08
RVTY
REVVITY INC
$18M163K1.6%
09
TIP
ISHARES TR
$18M165K1.6%
10
PEP
PEPSICO INC
$18M129K1.5%

Filing history

2026Q2Jun 30
$1.2B 18.7%
283 positionsView →
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