Cascades Capital Asset Management, LLC - Portfolio overview

Cascades Capital Asset Management, LLC has 183 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VIG - Vanguard Dividend Appreciation ETF, 11.34%
2. VOO - Vanguard S&P 500 ETF, 9.55%
3. VOOV - Vanguard S&P 500 Value, 5.49%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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