Cascade Wealth Advisors, Inc has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $203 Billion distributed in 60 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Shp ETF Tr Neos S&P 500 High I with a value of $16.9B, Vanguard with a value of $16.7B, J P Morgan Exchange Traded Fd with a value of $15.2B, Vanguard Intermediate Term Cor with a value of $14.2B, and Ishares 0 5 Year High Yield CO with a value of $13.9B.
Examining the 13F form we can see an increase of $26.1B in the current position value, from $177B to 203B.
Cascade Wealth Advisors, Inc is based out at Wenatchee, WA
Below you can find more details about Cascade Wealth Advisors, Inc portfolio as well as his latest detailed transactions.
