Cascade Financial Partners, LLC: 13F holdings
CIK 20212082026Q2
| Positions | 279 |
|---|
| Reported value | $1.2bn |
|---|
| Filed | 2026-08-04 |
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Change since last quarter
| Positions | 279 (+16 vs prior quarter) |
|---|
| Reported value | $1.2bn (+18.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| LLY ELI LILLY & CO | 236,707 | $283.9m | 24.7% |
| AAPL APPLE INC | 188,477 | $54.5m | 4.7% |
| VEA VANGUARD TAX-MANAGED FDS | 599,843 | $42.7m | 3.7% |
| IVV ISHARES TR | 49,031 | $36.7m | 3.2% |
| DOL WISDOMTREE TR | 307,535 | $22.9m | 2.0% |
| IEMG ISHARES INC | 235,252 | $19.5m | 1.7% |
| NVDA NVIDIA CORPORATION | 92,277 | $18.5m | 1.6% |
| RVTY REVVITY INC | 162,671 | $18.1m | 1.6% |
| TIP ISHARES TR | 164,657 | $18.0m | 1.6% |
| PEP PEPSICO INC | 129,269 | $17.5m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2021208")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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