Cascade Financial Partners, LLC

Est. AUM

$970.2M

13F long equity, this entity only

Positions

266

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TAX-MANAGED FDS	VANGUARD TAX-MANAGED FDS	$39.3M	613020	4.05%	SOLE
2	ISHARES TR	ISHARES TR	$29.8M	45597	3.07%	SOLE
3	PEPSICO INC	PEPSICO INC	$20.4M	131572	2.11%	SOLE
4	WISDOMTREE TR	WISDOMTREE TR	$18.3M	269551	1.89%	SOLE
5	NVIDIA CORPORATION	NVIDIA CORPORATION	$16.3M	93258	1.68%	SOLE
6	ISHARES INC	ISHARES INC	$16.3M	233107	1.68%	SOLE
7	ISHARES TR	ISHARES TR	$15.2M	137511	1.56%	SOLE
8	ISHARES TR	ISHARES TR	$14.9M	200527	1.53%	SOLE
9	AMAZON COM INC	AMAZON COM INC	$14.5M	69855	1.50%	SOLE
10	REVVITY INC	REVVITY INC	$14.3M	162671	1.47%	SOLE
11	SPDR SERIES TRUST	SPDR SERIES TRUST	$14.1M	237889	1.45%	SOLE
12	VANGUARD WORLD FD	VANGUARD WORLD FD	$13.5M	36621	1.39%	SOLE
13	ISHARES TR	ISHARES TR	$13.2M	111559	1.36%	SOLE
14	SPDR INDEX SHS FDS	SPDR INDEX SHS FDS	$13.2M	289571	1.36%	SOLE
15	ISHARES TR	ISHARES TR	$12.7M	126045	1.31%	SOLE
16	SPDR INDEX SHS FDS	SPDR INDEX SHS FDS	$11.7M	248602	1.20%	SOLE
17	VANGUARD INDEX FDS	VANGUARD INDEX FDS	$11.4M	35647	1.18%	SOLE
18	ISHARES TR	ISHARES TR	$9.3M	97714	0.96%	SOLE
19	VANGUARD SPECIALIZED FUNDS	VANGUARD SPECIALIZED FUNDS	$9.0M	41959	0.93%	SOLE
20	ISHARES TR	ISHARES TR	$8.8M	207426	0.90%	SOLE
21	WISDOMTREE TR	WISDOMTREE TR	$8.7M	144086	0.89%	SOLE
22	MICROSOFT CORP	MICROSOFT CORP	$8.6M	23115	0.88%	SOLE
23	GLOBAL X FDS	GLOBAL X FDS	$8.0M	156752	0.82%	SOLE
24	BERKSHIRE HATHAWAY INC DEL	BERKSHIRE HATHAWAY INC DEL	$7.8M	16358	0.81%	SOLE
25	ISHARES TR	ISHARES TR	$7.8M	93900	0.80%	SOLE
26	VANGUARD WHITEHALL FDS	VANGUARD WHITEHALL FDS	$7.2M	48650	0.74%	SOLE
27	VANGUARD INDEX FDS	VANGUARD INDEX FDS	$6.8M	23705	0.70%	SOLE
28	AMERICAN CENTY ETF TR	AMERICAN CENTY ETF TR	$6.8M	61549	0.70%	SOLE
29	SPDR SERIES TRUST	SPDR SERIES TRUST	$6.8M	201916	0.70%	SOLE
30	AMERICAN CENTY ETF TR	AMERICAN CENTY ETF TR	$6.5M	108720	0.67%	SOLE
31	BROADSTONE NET LEASE INC	BROADSTONE NET LEASE INC	$6.5M	356708	0.67%	SOLE
32	WISDOMTREE TR	WISDOMTREE TR	$6.3M	127333	0.65%	SOLE
33	VANGUARD INDEX FDS	VANGUARD INDEX FDS	$6.2M	20888	0.64%	SOLE
34	FIRST TR EXCHANGE TRADED FD	FIRST TR EXCHANGE TRADED FD	$6.2M	55568	0.63%	SOLE
35	ISHARES TR	ISHARES TR	$5.7M	81896	0.59%	SOLE
36	WISDOMTREE TR	WISDOMTREE TR	$5.7M	159821	0.59%	SOLE
37	VANGUARD MUN BD FDS	VANGUARD MUN BD FDS	$5.4M	108408	0.56%	SOLE
38	TAIWAN SEMICONDUCTOR MANUFAC	TAIWAN SEMICONDUCTOR MANUFAC	$5.4M	15873	0.55%	SOLE
39	ISHARES TR	ISHARES TR	$5.4M	55099	0.55%	SOLE
40	ISHARES TR	ISHARES TR	$5.2M	49032	0.54%	SOLE
41	ISHARES TR	ISHARES TR	$5.2M	66479	0.54%	SOLE
42	ALPHABET INC	ALPHABET INC	$5.2M	17912	0.53%	SOLE
43	GLOBAL X FDS	GLOBAL X FDS	$5.1M	94920	0.53%	SOLE
44	META PLATFORMS INC	META PLATFORMS INC	$5.1M	8861	0.52%	SOLE
45	AMERICAN CENTY ETF TR	AMERICAN CENTY ETF TR	$5.0M	62578	0.52%	SOLE
46	ISHARES TR	ISHARES TR	$5.0M	47191	0.52%	SOLE
47	PROSHARES TR	PROSHARES TR	$4.9M	56488	0.50%	SOLE
48	ALPHABET INC	ALPHABET INC	$4.7M	16554	0.49%	SOLE
49	ISHARES TR	ISHARES TR	$4.6M	55426	0.48%	SOLE
50	AMERICAN CENTY ETF TR	AMERICAN CENTY ETF TR	$4.6M	46002	0.47%	SOLE

1–50 of 263

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.