Cascade Financial Partners, LLC holds a focused book of 279 stocks worth $1.2B as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Chubb Ltd and trimmed Apple Inc. Their largest long position is Eli Lilly & Co at 25% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
48% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Cascade Financial Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $475.7B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $360.2B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $155.1B |
| UBS Group AG | 80 / 80 | $127.8B |
| LPL Financial LLC | 80 / 80 | $95.5B |
| Creative Planning | 80 / 80 | $86.1B |
| JONES FINANCIAL COMPANIES LLLP | 80 / 80 | $73.2B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $69.9B |
Ranked by how many of Cascade Financial Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Eli Lilly & Co COM | $283.9M | 236.7K | 24.7% | ▲~0% Added · +25 sh | |
| 2 | Apple Inc COM | $54.5M | 188.5K | 4.7% | ▼−0.7% Reduced · −1K sh | |
| 3 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $42.7M | 599.8K | 3.7% | ▼−2.1% Reduced · −13K sh | |
| 4 | Ishares TR CORE S&P500 ETF | $36.7M | 49.0K | 3.2% | ▲+7.5% Added · +3K sh | |
| 5 | Wisdomtree TR TRUE DEV INTL FD | $22.9M | 307.5K | 2.0% | ▲+14% Added · +38K sh | |
| 6 | Ishares Inc CORE MSCI EMKT | $19.5M | 235.3K | 1.7% | ▲+0.9% Added · +2K sh | |
| 7 | Nvidia Corporation COM | $18.5M | 92.3K | 1.6% | ▼−1.1% Reduced · −981 sh | |
| 8 | Revvity Inc COM | $18.1M | 162.7K | 1.6% | —Held | |
| 9 | Ishares TR TIPS BD ETF | $18.0M | 164.7K | 1.6% | ▲+20% Added · +27K sh | |
| 10 | Pepsico Inc COM | $17.5M | 129.3K | 1.5% | ▼−1.8% Reduced · −2K sh | |
| 11 | Ishares TR 3YRTB ETF | $16.9M | 227.2K | 1.5% | ▲+13% Added · +27K sh | |
| 12 | SPDR Series Trust ST STR P400MID | $16.7M | 247.5K | 1.5% | ▲+4.0% Added · +10K sh | |
| 13 | Vanguard World FD MEGA GRWTH IND | $16.5M | 187.9K | 1.4% | ▲+413% Added · +151K sh | |
| 14 | Amazon Com Inc COM | $16.4M | 68.9K | 1.4% | ▼−1.3% Reduced · −941 sh | |
| 15 | Ishares TR 3 7 YR TREAS BD | $15.7M | 133.5K | 1.4% | ▲+20% Added · +22K sh | |
| 16 | Ishares TR 10-20 YR TRS ETF | $15.5M | 154.3K | 1.3% | ▲+22% Added · +28K sh | |
| 17 | SPDR Index SHS FDS ST STR PO EX ETF | $14.6M | 289.5K | 1.3% | ▼~0% Reduced · −120 sh | |
| 18 | SPDR Index SHS FDS ST PORT MARK ETF | $14.0M | 269.5K | 1.2% | ▲+8.4% Added · +21K sh | |
| 19 | Vanguard Index FDS TOTAL STK MKT | $13.1M | 35.5K | 1.1% | ▼−0.5% Reduced · −189 sh | |
| 20 | Ishares TR MBS ETF | $12.8M | 135.0K | 1.1% | ▲+38% Added · +37K sh | |
| 21 | Vanguard Specialized Funds DIV APP ETF | $9.9M | 42.0K | 0.9% | ▼~0% Reduced · −3 sh | |
| 22 | Global X FDS US INFR DEV ETF | $9.8M | 167.1K | 0.9% | ▲+6.6% Added · +10K sh | |
| 23 | Wisdomtree TR EMG MKTS SMCAP | $9.8M | 151.6K | 0.9% | ▲+5.2% Added · +8K sh | |
| 24 | Ishares TR NATIONAL MUN ETF | $9.1M | 84.9K | 0.8% | ▲+80% Added · +38K sh | |
| 25 | Ishares TR 0-5YR HI YL CP | $9.1M | 215.1K | 0.8% | ▲+3.7% Added · +8K sh | |
| 26 | American Centy ETF TR US SML CP VALU | $9.0M | 72.0K | 0.8% | ▲+17% Added · +10K sh | |
| 27 | Microsoft Corp COM | $8.7M | 23.4K | 0.8% | ▲+1.2% Added · +277 sh | |
| 28 | American Centy ETF TR EMERGING MKT VAL | $8.7M | 132.3K | 0.8% | ▲+22% Added · +24K sh | |
| 29 | Tesla Inc COM | $8.5M | 20.3K | 0.7% | ▲+1.1% Added · +218 sh | |
| 30 | Berkshire Hathaway Inc Del CL B NEW | $8.2M | 16.4K | 0.7% | ▲+0.3% Added · +46 sh | |
| 31 | Ishares TR 1 3 YR TREAS BD | $8.2M | 99.7K | 0.7% | ▲+6.2% Added · +6K sh | |
| 32 | SPDR Series Trust ST INTER BD ETF | $8.0M | 237.9K | 0.7% | ▲+18% Added · +36K sh | |
| 33 | Crowdstrike Hldgs Inc CL A | $7.8M | 10.2K | 0.7% | ▼−11% Reduced · −1K sh | |
| 34 | Vanguard Whitehall FDS HIGH DIV YLD | $7.7M | 48.9K | 0.7% | ▲+0.5% Added · +251 sh | |
| 35 | Vanguard Index FDS MID CAP ETF | $7.6M | 94.8K | 0.7% | ▲+300% Added · +71K sh | |
| 36 | Taiwan Semiconductor Manufac SPONSORED ADS | $7.6M | 16.0K | 0.7% | ▲+0.6% Added · +90 sh | |
| 37 | Ishares TR MSCI EAFE ETF | $7.6M | 72.9K | 0.7% | ▲+32% Added · +18K sh | |
| 38 | First TR Exchange Traded FD RBA INDL ETF | $7.5M | 56.6K | 0.7% | ▲+1.8% Added · +1K sh | |
| 39 | American Centy ETF TR US LARGE CAP VLU | $7.1M | 78.4K | 0.6% | ▲+25% Added · +16K sh | |
| 40 | Vanguard Index FDS LARGE CAP ETF | $7.1M | 20.7K | 0.6% | ▼−0.8% Reduced · −172 sh | |
| 41 | Wisdomtree TR EMER MKT HIGH FD | $7.0M | 129.3K | 0.6% | ▲+1.5% Added · +2K sh | |
| 42 | Ishares TR SHRT NAT MUN ETF | $6.8M | 63.6K | 0.6% | ▲+30% Added · +15K sh | |
| 43 | Wisdomtree TR US SMALLCAP DIVD | $6.4M | 157.7K | 0.6% | ▼−1.3% Reduced · −2K sh | |
| 44 | Alphabet Inc CAP STK CL A | $6.3M | 17.6K | 0.5% | ▼−1.9% Reduced · −334 sh | |
| 45 | Ishares TR CORE DIV GRWTH | $6.2M | 81.7K | 0.5% | ▼−0.2% Reduced · −199 sh | |
| 46 | Alphabet Inc CAP STK CL C | $5.7M | 16.1K | 0.5% | ▼−2.8% Reduced · −457 sh | |
| 47 | Ishares TR EAFE SML CP ETF | $5.7M | 68.7K | 0.5% | ▲+3.4% Added · +2K sh | |
| 48 | Proshares TR S&P MDCP 400 DIV | $5.6M | 61.1K | 0.5% | ▲+8.2% Added · +5K sh | |
| 49 | Vanguard World FD FINANCIALS ETF | $5.6M | 42.3K | 0.5% | ▲+12% Added · +4K sh | |
| 50 | Vanguard Mun BD FDS TAX EXEMPT BD | $5.5M | 108.2K | 0.5% | ▼−0.2% Reduced · −200 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2021208/holdings"
Use Arkolith to show Cascade Financial Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.