Cascade Financial Partners, LLC - Portfolio Stock Holdings
Cascade Financial Partners, LLC disclosed 292 stock positions in a recent SEC 13F filing. $1,145,794,310 of stock holdings were filed, with the largest holdings including LLY, AAPL, and VEA. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $1,381,234,310 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
292Est. Stock Holding Value:
$1,145,794,310Top Stock Holdings By Sector
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Portfolio Stock Holdings - Cascade Financial Partners, LLC
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