What does Cascade Wealth Advisors, Inc hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

NEOS ETF TRUST

$18M340K8.0%

VANGUARD SCOTTSDALE FDS

$15M256K6.6%

ISHARES TR

$15M352K6.6%

ISHARES TR

$13M258K5.8%

BLACKROCK ETF TRUST II

$12M239K5.5%

VANGUARD SCOTTSDALE FDS

$12M140K5.1%

NEOS ETF TRUST

$11M197K4.9%

VANGUARD SPECIALIZED FUNDS

$9M41K4.1%

J P MORGAN EXCHANGE TRADED F

$9M160K3.9%

NEOS ETF TRUST

$9M170K3.9%

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