13F Insight
DOSSIER · 13F-HR · Q1 2026

Cascade Wealth Advisors, Inc

$228M in tracked AUM across 60 positions as of Q1 2026.

CW
CIK 0002018936 · last filed Mar 31, 2026
Total AUM
$228M
as of Q1 2026
Holdings
60
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Cascade Wealth Advisors, Inc 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
SPYI
NEOS ETF TRUST
$18M340K8.0%02
VGSH
VANGUARD SCOTTSDALE FDS
$15M256K6.6%03
SHYG
ISHARES TR
$15M352K6.6%04
FLOT
ISHARES TR
$13M258K5.8%05
CLOA
BLACKROCK ETF TRUST II
$12M239K5.5%06
VCIT
VANGUARD SCOTTSDALE FDS
$12M140K5.1%07
QQQI
NEOS ETF TRUST
$11M197K4.9%08
VIG
VANGUARD SPECIALIZED FUNDS
$9M41K4.1%09
JEPI
J P MORGAN EXCHANGE TRADED F
$9M160K3.9%10
NIHI
NEOS ETF TRUST
$9M170K3.9%

Filing history

2026Q1Mar 31
$228M▲ 5.0%
60 positionsView →2025Q4Dec 31
$217M▲ 6.8%
57 positionsView →2025Q3Sep 30
$203M▲ 14.8%
60 positionsView →2025Q2Jun 30
$177M▲ 22.4%
56 positionsLocked2025Q1Mar 31
$145M▼ 2.1%
41 positionsLocked2024Q4Dec 31
$148M▲ 5.6%
48 positionsLocked2024Q3Sep 30
$140M▲ 3.5%
49 positionsLocked2024Q2Jun 30
$135M▲ 14.9%
51 positionsLocked2024Q1Mar 31
$118M—
49 positionsLocked