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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

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
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