Cascades Capital Asset Management, LLC: 13F holdings
CIK 20355122026Q2
| Positions | 167 |
|---|
| Reported value | $270.4m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 167 (+9 vs prior quarter) |
|---|
| Reported value | $270.4m (+13.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VIG Vanguard Dividend Appreciation ETF | 133,957 | $31.7m | 11.7% |
| VOO Vanguard S&P 500 ETF | 40,743 | $28.0m | 10.3% |
| VOOV Vanguard S&P 500 Value | 64,580 | $14.2m | 5.2% |
| VTV Vanguard Value ETF | 62,880 | $13.7m | 5.1% |
| AAPL Apple Inc | 43,122 | $12.5m | 4.6% |
| NVDA Nvidia Corp | 51,962 | $10.4m | 3.8% |
| MSFT Microsoft Corp | 25,039 | $9.3m | 3.5% |
| VUG Vanguard Growth ETF | 95,395 | $8.2m | 3.0% |
| VO Vanguard Mid Cap Index ETF | 91,111 | $7.3m | 2.7% |
| GOOGL Alphabet Inc Class A | 19,817 | $7.1m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2035512")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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