Cascade Wealth Advisors, Inc - Portfolio overview

Cascade Wealth Advisors, Inc has 64 reported holdings in this dataset, with the latest filing dated 2026-05-12.

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. SPYI - NEOS ETF TRUST, 7.95%
2. VGSH - VANGUARD SCOTTSDALE FDS, 6.54%
3. SHYG - ISHARES TR, 6.53%

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

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