Cascade Financial Partners, LLC - Portfolio overview

Cascade Financial Partners, LLC has 288 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 Consumer Defensive.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 6.11%
2. VEA - VANGUARD TAX-MANAGED FDS, 5.14%
3. IVV - ISHARES TR, 3.90%

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

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