13F Insight
Viewing historical filing for 2026Q2. View latest →
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

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…