Cascade Financial Partners, LLC Portfolio Holdings

Cascade Financial Partners, LLC

  • $872 Billion
  • Q3 2025

Cascade Financial Partners, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $872 Billion distributed in 264 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $181B, Apple Inc. with a value of $51.5B, Vanguard Ftse Developed Market with a value of $38.4B, Ishares Core S&P 500 ETF with a value of $32B, and Pepsico Inc with a value of $20.7B.

Examining the 13F form we can see an increase of $40.4B in the current position value, from $832B to 872B.

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 $872 Billion
ETFs: $442 Billion
Healthcare: $204 Billion
Technology: $100 Billion
Consumer Cyclical: $30.2 Billion
Consumer Defensive: $25.8 Billion
Financial Services: $21.2 Billion
Communication Services: $16 Billion
Real Estate: $10.6 Billion
Other: $15.4 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.55 Billion 0.29% of portfolio
27,822
Q3 2025 Reduced 10.03%
$0
$2.55 Billion 0.29% of portfolio
58,838
Q3 2025 Added 13.54%
$0
$2.47 Billion 0.28% of portfolio
5,272
Q3 2025 Reduced 0.47%
$0
$2.45 Billion 0.28% of portfolio
32,984
Q3 2025 Reduced 6.59%
$0
$2.45 Billion 0.28% of portfolio
27,514
Q3 2025 Added 4.98%
$0
$2.44 Billion 0.28% of portfolio
52,021
Q1 2025 Reduced 2.53%
$0
$2.22 Billion 0.26% of portfolio
22,445
Q1 2025 Reduced 41.44%
$0
$2.25 Billion 0.26% of portfolio
33,455
Q3 2025 Reduced 0.56%
$0
$2.26 Billion 0.26% of portfolio
15,883
Q1 2025 Added 1.49%
$0
$2.26 Billion 0.26% of portfolio
61,911
Q3 2025 Reduced 0.02%
$0
$2.13 Billion 0.24% of portfolio
24,374
Q2 2025 Reduced 3.97%
$0
$2.07 Billion 0.24% of portfolio
38,282
Q3 2025 Reduced 1.35%
$0
$2.01 Billion 0.23% of portfolio
93,151
Q3 2025 Reduced 0.02%
$0
$2 Billion 0.23% of portfolio
39,219
Q3 2025 Reduced 4.79%
$0
$1.96 Billion 0.22% of portfolio
25,019
Q3 2025 Reduced 0.73%
$0
$1.9 Billion 0.22% of portfolio
32,636
Q3 2025 Reduced 7.18%
$0
$1.73 Billion 0.2% of portfolio
2,829
Q3 2025 Added 2.87%
$0
$1.5 Billion 0.17% of portfolio
5,880
Q3 2025 Reduced 0.24%
$0
$1.47 Billion 0.17% of portfolio
126,565
Q3 2025 Reduced 37.8%
$0
$1.38 Billion 0.16% of portfolio
13,797
Q3 2025 Added 0.05%
$0
$1.41 Billion 0.16% of portfolio
16,223
Q3 2025 Reduced 6.6%
$0
$1.33 Billion 0.15% of portfolio
6,334
Q3 2025 Reduced 5.77%
$65.3B
$1.16 Billion 0.13% of portfolio
15,992
Q2 2025 Reduced 3.03%
$0
$1.12 Billion 0.13% of portfolio
48,144
Q2 2025 Added 1.27%
$0
$1.11 Billion 0.13% of portfolio
11,914
Q1 2025 Reduced 17.34%
$0
$1.03 Billion 0.12% of portfolio
44,957
Q3 2025 Added 5.74%
$0
$1.06 Billion 0.12% of portfolio
5,589
Q3 2025 Added 5.87%
$0
$1.08 Billion 0.12% of portfolio
37,818
Q3 2025 Reduced 0.53%
$0
$990 Million 0.11% of portfolio
21,962
Q1 2024 New
$0
$1 Billion 0.11% of portfolio
33,768
Q3 2025 Added 4.15%
$0
$854 Million 0.1% of portfolio
16,159
Q2 2025 Added 60.15%
$0
$886 Million 0.1% of portfolio
33,645
Q3 2025 Added 0.08%
$0
$889 Million 0.1% of portfolio
5,718
Q2 2024 Added 0.35%
$0
$890 Million 0.1% of portfolio
5,032
Q2 2025 Added 249.93%
$0
$892 Million 0.1% of portfolio
25,000
Q1 2024 New
$0
$753 Million 0.09% of portfolio
1,263
Q2 2025 Reduced 12.29%
$0
$757 Million 0.09% of portfolio
5,402
Q2 2025 Reduced 1.48%
$0
$765 Million 0.09% of portfolio
18,152
Q3 2025 Added 0.27%
$0
$774 Million 0.09% of portfolio
14,584
Q3 2025 Added 1.57%
$0
$779 Million 0.09% of portfolio
11,693
Q1 2024 New
$0
$825 Million 0.09% of portfolio
7,399
Q2 2025 Reduced 1.41%
$0
$688 Million 0.08% of portfolio
2,842
Q3 2025 Reduced 45.05%
$0
$692 Million 0.08% of portfolio
3,397
Q1 2025 Added 19.28%
$0
$692 Million 0.08% of portfolio
12,968
Q2 2025 Reduced 2.26%
$0
$719 Million 0.08% of portfolio
24,212
Q3 2025 Reduced 27.51%
$0
$601 Million 0.07% of portfolio
13,600
Q3 2025 Reduced 14.73%
$0
$610 Million 0.07% of portfolio
1,272
Q1 2025 Added 29.8%
$0
$623 Million 0.07% of portfolio
6,233
Q2 2025 New
$0
$633 Million 0.07% of portfolio
4,995
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 264
  • Current Value $872 Billion
  • Prior Value $832 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 82 stocks
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