Cascade Financial Partners, LLC
Cascade Financial Partners, LLC reported 279 positions worth $1.15B as of June 30, 2026 (13F filed August 4, 2026). Largest holding: LLY (24.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | LLY | SH | $283.9M | 24.65% | 236,707 | — | — | |
| ▸ 2 | AAPL | SH | $54.5M | 4.74% | 188,477 | — | — | |
| ▸ 3 | VEA | SH | $42.7M | 3.71% | 599,843 | — | — | |
| ▸ 4 | IVV | SH | $36.7M | 3.19% | 49,031 | — | — | |
| ▸ 5 | DOL | SH | $22.9M | 1.99% | 307,535 | — | — | |
| ▸ 6 | IEMG | SH | $19.5M | 1.69% | 235,252 | — | — | |
| ▸ 7 | NVDA | SH | $18.5M | 1.60% | 92,277 | — | — | |
| ▸ 8 | RVTY | SH | $18.1M | 1.57% | 162,671 | — | — | |
| ▸ 9 | TIP | SH | $18.0M | 1.56% | 164,657 | — | — | |
| ▸ 10 | PEP | SH | $17.5M | 1.52% | 129,269 | — | — |
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Frequently Asked Questions
What stocks does Cascade Financial Partners, LLC hold as of Q2 2026?
Cascade Financial Partners, LLC reported 279 positions worth $1.15B in its Q2 2026 13F filing. Largest positions: LLY (24.7%), AAPL (4.7%), VEA (3.7%), IVV (3.2%) and DOL (2.0%).
What did Cascade Financial Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Cascade Financial Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.