Cascade Financial Partners, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0002021208 · SAN DIEGO, CA

As of Sep 30, 2025, Cascade Financial Partners, LLC reported 264 positions worth $856.8M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
ELI LILLY & CO	LLY	Healthcare	236,707	80.6M	21.08%
APPLE INC	AAPL	Technology	202,193	$51.5M	6.01%
VANGUARD TAX-MANAGED FUNDS	VEA	—	640,380	$38.4M	4.48%
ISHARES CORE S&P 500 ETF	IVV	—	47,760	$32.0M	3.73%
PEPSICO INC	PEP	Consumer Defensive	147,376	$20.7M	2.42%
ISHARES CORE MSCI EMERGING MARKETS ETF	IEMG	—	256,011	6.9M	1.97%
NVIDIA CORP	NVDA	Technology	88,265	6.5M	1.92%
REVVITY INC	RVTY	Healthcare	186,671	6.4M	1.91%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	49,789	6.3M	1.91%
AMAZON.COM INC	AMZN	Equity	69,540	5.3M	1.78%
WISDOMTREE TR	DOL	—	223,723	3.9M	1.63%
VANGUARD WORLD FUND	MGK	—	34,291	3.8M	1.61%
SS SPDR P S&P 400 MIDCAP ETF	SPMD	—	225,055	2.9M	1.50%
SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF	SPDW	—	290,092	2.4M	1.45%
MICROSOFT CORP	MSFT	Technology	22,590	1.7M	1.37%
SPDR PORTFOLIO EMERGING MARK	SPEM	—	225,704	0.6M	1.23%
VANGUARD DIVIDEND APPREC ETF	VIG	—	44,367	$9.6M	1.12%
TESLA INC	TSLA	Consumer Cyclical	21,514	$9.6M	1.12%
BERKSHIRE HATHAWAY INC	BRK/B	Financial Services	16,789	$8.4M	0.99%
ISHARES 1-3 YEAR TREASURY BOND ETF	SHY	—	101,242	$8.4M	0.98%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND	VYM	—	58,226	$8.2M	0.96%
ISHARES 0-5 YEAR TIPS BOND ETF	STIP	—	77,864	$8.0M	0.94%
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND	DGS	—	135,047	$7.7M	0.90%
VANGUARD MID-CAP INDEX FUND	VO	—	24,697	$7.3M	0.85%
VANGUARD LARGE-CAP INDEX FUND	VV	—	21,519	$6.6M	0.77%