Cascade Financial Partners, LLC
CIK 2021208
13F filing for Q2 2026・No. 2,346
- Holdings
- US$1.15B
- Quarter change
- +US$181.48M
- Entries
- 283
- Net bought (estimate)
- +US$37.2M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 30
- Sold out 14
- Cut 91
- Added 100
- Corporate actions 0
- Unchanged 58
Largest holdings
279 stocks worth US$1.15B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| LLYELI LILLY & COCOM | Added | 236,707 | US$283.91M | 24.65% |
| AAPLAppleCOM | Cut | 188,477 | US$54.54M | 4.74% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Cut | 599,843 | US$42.74M | 3.71% |
| IVVISHARES TRCORE S&P500 ETF | Added | 49,031 | US$36.72M | 3.19% |
| WISDOMTREE TRTRUE DEV INTL FD | Added | 307,535 | US$22.87M | 1.99% |
| IEMGISHARES INCCORE MSCI EMKT | Added | 235,252 | US$19.49M | 1.69% |
| NVDANvidiaCOM | Cut | 92,277 | US$18.46M | 1.60% |
| RVTYREVVITY INCCOM | Unchanged | 162,671 | US$18.1M | 1.57% |
| ISHARES TRTIPS BD ETF | Added | 164,657 | US$18.02M | 1.56% |
| PEPPEPSICO INCCOM | Cut | 129,269 | US$17.5M | 1.52% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.