Cascade Financial Partners, LLC Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$831.9B
Holdings
259
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (259 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | HDHOME DEPOT INC | 3,126 | $1.1B | 0.14% | |
| 102 | IWMISHARES TR | 5,172 | $1.1B | 0.13% | |
| 103 | SCHFSCHWAB STRATEGIC TR | 48,144 | $1.1B | 0.13% | |
| 104 | ESGDISHARES TR | 11,914 | $1.1B | 0.13% | |
| 105 | JPMJPMORGAN CHASE & CO. | 3,612 | $1.0B | 0.13% | |
| 106 | PGPROCTER AND GAMBLE CO | 6,467 | $1.0B | 0.12% | |
| 107 | MRSHMARSH & MCLENNAN COS INC | 4,676 | $1.0B | 0.12% | |
| 108 | STAGSTAG INDL INC | 27,836 | $1.0B | 0.12% | |
| 109 | IAU*ISHARES GOLD TR | 15,992 | $997.3M | 0.12% | |
| 110 | NFLXNETFLIX INC | 722 | $967.3M | 0.12% | |
| 111 | CSXCSX CORP | 29,630 | $966.8M | 0.12% | |
| 112 | SHYDVANECK ETF TRUST | 42,517 | $960.4M | 0.12% | |
| 113 | RSPINVESCO EXCHANGE TRADED FD T | 5,279 | $959.4M | 0.12% | |
| 114 | DVYEISHARES INC | 33,399 | $956.9M | 0.12% | |
| 115 | WTAIWISDOMTREE TR | 38,018 | $933.7M | 0.11% | |
| 116 | OREALTY INCOME CORP | 16,169 | $931.5M | 0.11% | |
| 117 | ACNACCENTURE PLC IRELAND | 3,071 | $918.0M | 0.11% | |
| 118 | AMDADVANCED MICRO DEVICES INC | 6,429 | $912.3M | 0.11% | |
| 119 | SCHMSCHWAB STRATEGIC TR | 32,424 | $909.5M | 0.11% | |
| 120 | ESMLISHARES TR | 21,962 | $907.7M | 0.11% | |
| 121 | EQREQUITY RESIDENTIAL | 12,785 | $862.9M | 0.10% | |
| 122 | MCDMCDONALDS CORP | 2,934 | $857.2M | 0.10% | |
| 123 | ETENERGY TRANSFER L P | 46,475 | $842.6M | 0.10% | |
| 124 | NUEMNUSHARES ETF TR | 25,000 | $830.3M | 0.10% | |
| 125 | SCHXSCHWAB STRATEGIC TR | 33,618 | $821.6M | 0.10% | |
| 126 | LQDISHARES TR | 7,399 | $811.0M | 0.10% | |
| 127 | PPAINVESCO EXCHANGE TRADED FD T | 5,718 | $810.2M | 0.10% | |
| 128 | IFRAISHARES TR | 16,159 | $794.9M | 0.10% | |
| 129 | IWNISHARES TR | 5,032 | $793.8M | 0.10% | |
| 130 | UNPUNION PAC CORP | 3,351 | $771.0M | 0.09% | |
| 131 | SMDVPROSHARES TR | 11,693 | $760.7M | 0.09% | |
| 132 | EPIWISDOMTREE TR | 15,950 | $757.1M | 0.09% | |
| 133 | SHLDGLOBAL X FDS | 12,457 | $750.5M | 0.09% | |
| 134 | XLRESELECT SECTOR SPDR TR | 18,103 | $749.8M | 0.09% | |
| 135 | PLTRPALANTIR TECHNOLOGIES INC | 5,439 | $741.4M | 0.09% | |
| 136 | SDYSPDR SERIES TRUST | 5,402 | $733.2M | 0.09% | |
| 137 | MDYSPDR S&P MIDCAP 400 ETF TR | 1,263 | $715.5M | 0.09% | |
| 138 | SPGSIMON PPTY GROUP INC NEW | 4,393 | $706.2M | 0.08% | |
| 139 | ROKROCKWELL AUTOMATION INC | 2,120 | $704.2M | 0.08% | |
| 140 | RTXRTX CORPORATION | 4,727 | $690.2M | 0.08% | |
| 141 | TAT&T INC | 23,768 | $687.8M | 0.08% | |
| 142 | PFFISHARES TR | 22,106 | $678.2M | 0.08% | |
| 143 | MOALTRIA GROUP INC | 11,524 | $675.7M | 0.08% | |
| 144 | PSCTINVESCO EXCH TRADED FD TR II | 14,359 | $664.0M | 0.08% | |
| 145 | IWDISHARES TR | 3,397 | $659.8M | 0.08% | |
| 146 | PFEPFIZER INC | 26,668 | $646.4M | 0.08% | |
| 147 | NVSNNOVARTIS AG | 5,205 | $629.9M | 0.08% | |
| 148 | EEMISHARES TR | 12,968 | $625.6M | 0.08% | |
| 149 | IYFISHARES TR | 4,995 | $604.3M | 0.07% | |
| 150 | CRCRANE COMPANY | 3,170 | $602.0M | 0.07% | |
| 151 | CGBDCARLYLE SECURED LENDING INC | 43,840 | $599.7M | 0.07% | |
| 152 | VVISA INC | 1,663 | $590.3M | 0.07% | |
| 153 | IUSVISHARES TR | 6,233 | $589.8M | 0.07% | |
| 154 | PSCHINVESCO EXCH TRADED FD TR II | 14,409 | $577.4M | 0.07% | |
| 155 | VUGVANGUARD INDEX FDS | 1,272 | $557.5M | 0.07% | |
| 156 | ISHGISHARES TR | 7,230 | $553.5M | 0.07% | |
| 157 | MPLXMPLX LP | 10,721 | $552.2M | 0.07% | |
| 158 | CSCOCISCO SYS INC | 7,806 | $541.6M | 0.07% | |
| 159 | VYMIVANGUARD WHITEHALL FDS | 6,628 | $531.0M | 0.06% | |
| 160 | TPLTEXAS PACIFIC LAND CORPORATI | 500 | $528.2M | 0.06% | |
| 161 | JEPIJ P MORGAN EXCHANGE TRADED F | 9,264 | $526.6M | 0.06% | |
| 162 | XLFSELECT SECTOR SPDR TR | 10,029 | $525.2M | 0.06% | |
| 163 | BACBANK AMERICA CORP | 10,740 | $508.2M | 0.06% | |
| 164 | VBRVANGUARD INDEX FDS | 2,484 | $484.4M | 0.06% | |
| 165 | IBITISHARES BITCOIN TRUST ETF | 7,767 | $475.4M | 0.06% | |
| 166 | KOCOCA COLA CO | 6,580 | $465.6M | 0.06% | |
| 167 | ABBVABBVIE INC | 2,485 | $461.2M | 0.06% | |
| 168 | WFCWELLS FARGO CO NEW | 5,751 | $460.8M | 0.06% | |
| 169 | EMREMERSON ELEC CO | 3,372 | $449.6M | 0.05% | |
| 170 | FBTCFIDELITY WISE ORIGIN BITCOIN | 4,744 | $445.9M | 0.05% | |
| 171 | MORTVANECK ETF TRUST | 41,020 | $433.2M | 0.05% | |
| 172 | IJRISHARES TR | 3,851 | $420.9M | 0.05% | |
| 173 | CLCOLGATE PALMOLIVE CO | 4,615 | $419.5M | 0.05% | |
| 174 | BABOEING CO | 1,976 | $414.1M | 0.05% | |
| 175 | LMTLOCKHEED MARTIN CORP | 882 | $408.5M | 0.05% | |
| 176 | IHDGWISDOMTREE TR | 9,050 | $407.7M | 0.05% | |
| 177 | SCHDSCHWAB STRATEGIC TR | 15,034 | $398.4M | 0.05% | |
| 178 | XOMEXXON MOBIL CORP | 3,651 | $393.6M | 0.05% | |
| 179 | SGOLETFS GOLD TR | 12,370 | $390.1M | 0.05% | |
| 180 | TIPISHARES TR | 3,491 | $384.2M | 0.05% | |
| 181 | EEMSISHARES INC | 5,808 | $376.6M | 0.05% | |
| 182 | REMISHARES TR | 17,450 | $373.1M | 0.04% | |
| 183 | IWPISHARES TR | 2,676 | $371.1M | 0.04% | |
| 184 | IWSISHARES TR | 2,797 | $369.6M | 0.04% | |
| 185 | SHMSPDR SERIES TRUST | 7,714 | $369.0M | 0.04% | |
| 186 | LINLINDE PLC | 774 | $363.0M | 0.04% | |
| 187 | VGTVANGUARD WORLD FD | 547 | $362.8M | 0.04% | |
| 188 | MDLZMONDELEZ INTL INC | 5,232 | $352.9M | 0.04% | |
| 189 | GDXVANECK ETF TRUST | 6,744 | $351.1M | 0.04% | |
| 190 | PHPARKER-HANNIFIN CORP | 498 | $347.8M | 0.04% | |
| 191 | BLKBLACKROCK INC | 328 | $344.2M | 0.04% | |
| 192 | CSQCALAMOS STRATEGIC TOTAL RETU | 18,723 | $341.5M | 0.04% | |
| 193 | IXP*ISHARES TR | 3,000 | $337.0M | 0.04% | |
| 194 | LVLNSPDR SERIES TRUST | 5,662 | $336.3M | 0.04% | |
| 195 | PREFPRINCIPAL EXCHANGE TRADED FD | 17,399 | $330.1M | 0.04% | |
| 196 | IAGGISHARES TR | 6,339 | $323.9M | 0.04% | |
| 197 | SMCISUPER MICRO COMPUTER INC | 6,500 | $318.6M | 0.04% | |
| 198 | UPSUNITED PARCEL SERVICE INC | 3,141 | $317.1M | 0.04% | |
| 199 | DFEMDIMENSIONAL ETF TRUST | 10,500 | $311.6M | 0.04% | |
| 200 | BSXBOSTON SCIENTIFIC CORP | 2,869 | $308.2M | 0.04% |