13F Insight
DOSSIER · 13F-HR · Q2 2026

Cascade Wealth Advisors, Inc

$249M in tracked AUM across 61 positions as of Q2 2026.

CW
CIK 0002018936 · last filed Jun 30, 2026
Total AUM
$249M
as of Q2 2026
Holdings
61
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Cascade Wealth Advisors, Inc 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
SPYI
NEOS ETF TRUST
$18M335K7.3%02
VGSH
VANGUARD SCOTTSDALE FDS
$16M270K6.3%03
SHYG
ISHARES TR
$15M363K6.2%04
CLOA
BLACKROCK ETF TRUST II
$15M284K5.9%05
FLOT
ISHARES TR
$15M287K5.9%06
VIG
VANGUARD SPECIALIZED FUNDS
$13M51K5.0%07
VCIT
VANGUARD SCOTTSDALE FDS
$12M144K4.7%08
IJH
ISHARES TR
$11M142K4.4%09
QQQI
NEOS ETF TRUST
$11M193K4.3%10
DFAS
DIMENSIONAL ETF TRUST
$9M114K3.8%

Filing history

2026Q2Jun 30
$249M▲ 9.3%
61 positionsView →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