Cascade Wealth Advisors, Inc: 13F holdings
CIK 20189362026Q2
| Positions | 61 |
|---|
| Reported value | $248.9m |
|---|
| Filed | 2026-08-11 |
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Change since last quarter
| Positions | 61 (+1 vs prior quarter) |
|---|
| Reported value | $248.9m (+9.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYI NEOS ETF TRUST | 335,192 | $18.2m | 7.3% |
| VGSH VANGUARD SCOTTSDALE FDS | 270,189 | $15.7m | 6.3% |
| SHYG ISHARES TR | 363,259 | $15.3m | 6.2% |
| CLOA BLACKROCK ETF TRUST II | 283,645 | $14.7m | 5.9% |
| FLOT ISHARES TR | 286,611 | $14.6m | 5.9% |
| VIG VANGUARD SPECIALIZED FUNDS | 51,017 | $12.5m | 5.0% |
| VCIT VANGUARD SCOTTSDALE FDS | 144,050 | $11.7m | 4.7% |
| IJH ISHARES TR | 141,680 | $11.0m | 4.4% |
| QQQI NEOS ETF TRUST | 193,307 | $10.7m | 4.3% |
| DIMENSIONAL ETF TRUST | 113,731 | $9.5m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2018936")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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