Cascade Financial Partners, LLC Portfolio Holdings

Cascade Financial Partners, LLC

  • $832 Billion
  • Q2 2025

Cascade Financial Partners, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $832 Billion distributed in 261 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $184B, Apple Inc. with a value of $41.7B, Vanguard Ftse Developed Market with a value of $36.8B, Ishares Core S&P 500 ETF with a value of $30.6B, and Pepsico Inc with a value of $19.7B.

Examining the 13F form we can see an increase of $38.6B in the current position value, from $793B to 832B.

Cascade Financial Partners, LLC is based out at San Diego, CA

Below you can find more details about Cascade Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $832 Billion
ETFs: $419 Billion
Healthcare: $208 Billion
Technology: $86.1 Billion
Consumer Cyclical: $27.2 Billion
Consumer Defensive: $24.9 Billion
Financial Services: $21.1 Billion
Communication Services: $14.4 Billion
Real Estate: $9.92 Billion
Other: $14.7 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$36.8 Billion 4.43% of portfolio
646,133
Q2 2025 Added 1.95%
$0
$30.6 Billion 3.67% of portfolio
49,205
Q2 2025 Reduced 2.38%
$0
$15.7 Billion 1.88% of portfolio
261,093
Q2 2025 Reduced 4.07%
$0
$15.4 Billion 1.85% of portfolio
50,663
Q2 2025 Reduced 7.77%
$0
$13 Billion 1.56% of portfolio
217,743
Q2 2025 Added 0.73%
$0
$12.7 Billion 1.53% of portfolio
34,707
Q2 2025 Added 5.91%
$0
$12.3 Billion 1.48% of portfolio
226,236
Q2 2025 Added 11.45%
$0
$11.8 Billion 1.41% of portfolio
290,232
Q2 2025 Added 3.33%
$0
$9.45 Billion 1.14% of portfolio
221,212
Q2 2025 Added 16.51%
$0
$9.26 Billion 1.11% of portfolio
45,225
Q2 2025 Added 0.89%
$0
$7.96 Billion 0.96% of portfolio
96,035
Q2 2025 Added 3.52%
$0
$7.84 Billion 0.94% of portfolio
58,790
Q2 2025 Reduced 8.15%
$0
$7.37 Billion 0.89% of portfolio
133,453
Q2 2025 Reduced 3.56%
$0
$7.36 Billion 0.88% of portfolio
71,513
Q2 2025 Added 29.46%
$0
$7.19 Billion 0.86% of portfolio
146,601
Q2 2025 Added 5.55%
$0
$7.01 Billion 0.84% of portfolio
25,049
Q2 2025 Added 3.0%
$0
$6.2 Billion 0.74% of portfolio
21,719
Q2 2025 Reduced 0.61%
$0
$5.51 Billion 0.66% of portfolio
126,329
Q2 2025 Added 6.77%
$0
$5.43 Billion 0.65% of portfolio
84,983
Q2 2025 Added 5.19%
$0
$5.34 Billion 0.64% of portfolio
168,108
Q2 2025 Reduced 2.03%
$0
$5.2 Billion 0.63% of portfolio
103,636
Q2 2025 Reduced 2.4%
$0
$4.66 Billion 0.56% of portfolio
64,067
Q2 2025 Added 2.01%
$0
$4.45 Billion 0.53% of portfolio
88,710
Q2 2025 Reduced 4.24%
$0
$4.38 Billion 0.53% of portfolio
57,618
Q1 2025 Reduced 4.16%
$0
$4.36 Billion 0.52% of portfolio
53,525
Q2 2025 Reduced 2.64%
$0
$4.18 Billion 0.5% of portfolio
78,104
Q2 2025 Added 2.58%
$0
$4.15 Billion 0.5% of portfolio
34,844
Q2 2025 Added 29.59%
$0
$4.05 Billion 0.49% of portfolio
44,467
Q2 2025 Reduced 6.53%
$0
$3.95 Billion 0.47% of portfolio
48,482
Q2 2025 Added 8.09%
$0
$3.89 Billion 0.47% of portfolio
30,569
Q2 2025 Reduced 4.05%
$0
$3.63 Billion 0.44% of portfolio
5,876
Q2 2025 Reduced 9.15%
$0
$3.61 Billion 0.43% of portfolio
56,656
Q2 2025 Reduced 4.34%
$0
$3.59 Billion 0.43% of portfolio
119,109
Q2 2025 Added 0.0%
$0
$3.58 Billion 0.43% of portfolio
34,247
Q2 2025 Reduced 13.55%
$0
$3.3 Billion 0.4% of portfolio
5,990
Q2 2025 Reduced 8.76%
$0
$3.26 Billion 0.39% of portfolio
36,628
Q2 2025 Reduced 8.49%
$0
$3.26 Billion 0.39% of portfolio
74,649
Q2 2025 Added 9.67%
$0
$3.19 Billion 0.38% of portfolio
35,643
Q2 2025 Added 53.03%
$0
$3.06 Billion 0.37% of portfolio
28,812
Q2 2025 Added 4.78%
$0
$3.04 Billion 0.36% of portfolio
58,225
Q1 2025 Reduced 1.69%
$0
$2.88 Billion 0.35% of portfolio
34,703
Q2 2025 Reduced 18.95%
$0
$2.94 Billion 0.35% of portfolio
17,859
Q2 2025 Added 2.61%
$0
$2.84 Billion 0.34% of portfolio
30,924
Q2 2025 Added 11.53%
$0
$2.76 Billion 0.33% of portfolio
37,323
Q1 2025 Reduced 2.99%
$0
$2.73 Billion 0.33% of portfolio
34,483
Q2 2025 Added 14.86%
$0
$2.63 Billion 0.32% of portfolio
19,471
Q2 2025 Added 0.06%
$0
$2.54 Billion 0.31% of portfolio
52,021
Q1 2025 Reduced 2.53%
$0
$2.56 Billion 0.31% of portfolio
18,884
Q3 2024 Reduced 0.14%
$0
$2.6 Billion 0.31% of portfolio
35,312
Q2 2025 Reduced 30.51%

Summary

  • Portfolio
  • No. of Stocks 261
  • Current Value $832 Billion
  • Prior Value $793 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 26 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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