Cascade Financial Partners, LLC Q4 2025 Filing
Filed February 6, 2026
Portfolio Value
$986.5B
Holdings
271
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (271 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | IJHISHARES TR | 4,718 | $311.0M | 0.03% | |
| 202 | LVLNSPDR SERIES TRUST | 4,813 | $311.0M | 0.03% | |
| 203 | AMATAPPLIED MATLS INC | 1,199 | $308.0M | 0.03% | |
| 204 | IBITISHARES BITCOIN TRUST ETF | 6,064 | $301.0M | 0.03% | |
| 205 | SOXXISHARES TR | 1,000 | $301.0M | 0.03% | |
| 206 | SCHASCHWAB STRATEGIC TR | 10,535 | $300.0M | 0.03% | |
| 207 | CLCOLGATE PALMOLIVE CO | 3,781 | $298.0M | 0.03% | |
| 208 | DIMWISDOMTREE TR | 3,650 | $294.0M | 0.03% | |
| 209 | LINLINDE PLC | 689 | $293.0M | 0.03% | |
| 210 | ORLYOREILLY AUTOMOTIVE INC | 3,203 | $292.0M | 0.03% | |
| 211 | AVBAVALONBAY CMNTYS INC | 1,593 | $288.0M | 0.03% | |
| 212 | HTGCHERCULES CAPITAL INC | 15,293 | $287.0M | 0.03% | |
| 213 | DOCUDOCUSIGN INC | 4,200 | $287.0M | 0.03% | |
| 214 | BACVERIZON COMMUNICATIONS INC | 7,061 | $287.0M | 0.03% | |
| 215 | COINCOINBASE GLOBAL INC | 1,250 | $282.0M | 0.03% | |
| 216 | BKLNINVESCO EXCH TRADED FD TR II | 13,415 | $281.0M | 0.03% | |
| 217 | TFCTRUIST FINL CORP | 5,639 | $277.0M | 0.03% | |
| 218 | ISRGINTUITIVE SURGICAL INC | 490 | $277.0M | 0.03% | |
| 219 | JETSETF SER SOLUTIONS | 9,868 | $276.0M | 0.03% | |
| 220 | MDLZMONDELEZ INTL INC | 5,082 | $273.0M | 0.03% | |
| 221 | BSXBOSTON SCIENTIFIC CORP | 2,869 | $273.0M | 0.03% | |
| 222 | ONEYSPDR SERIES TRUST | 2,399 | $272.0M | 0.03% | |
| 223 | A4SAMERIPRISE FINL INC | 553 | $271.0M | 0.03% | |
| 224 | YUMYUM BRANDS INC | 1,763 | $266.0M | 0.03% | |
| 225 | DGRSWISDOMTREE TR | 5,372 | $266.0M | 0.03% | |
| 226 | SPGIS&P GLOBAL INC | 507 | $264.0M | 0.03% | |
| 227 | HASIHA SUSTAINABLE INFRA CAP INC | 8,379 | $263.0M | 0.03% | |
| 228 | SMCISUPER MICRO COMPUTER INC | 8,875 | $259.0M | 0.03% | |
| 229 | VTIPVANGUARD MALVERN FDS | 5,212 | $257.0M | 0.03% | |
| 230 | GDGENERAL DYNAMICS CORP | 759 | $255.0M | 0.03% | |
| 231 | QCOMQUALCOMM INC | 1,478 | $252.0M | 0.03% | |
| 232 | BIZDVANECK ETF TRUST | 17,576 | $249.0M | 0.03% | |
| 233 | NSCNORFOLK SOUTHN CORP | 864 | $249.0M | 0.03% | |
| 234 | DISDISNEY WALT CO | 2,160 | $245.0M | 0.02% | |
| 235 | UPSUNITED PARCEL SERVICE INC | 2,436 | $241.0M | 0.02% | |
| 236 | EBAEBAY INC. | 2,741 | $238.0M | 0.02% | |
| 237 | EMXCISHARES INC | 3,270 | $237.0M | 0.02% | |
| 238 | SYKSTRYKER CORPORATION | 672 | $236.0M | 0.02% | |
| 239 | INTCINTEL CORP | 6,391 | $235.0M | 0.02% | |
| 240 | TJXTJX COS INC NEW | 1,529 | $234.0M | 0.02% | |
| 241 | PZTINVESCO EXCH TRADED FD TR II | 10,312 | $230.0M | 0.02% | |
| 242 | 4I1PHILIP MORRIS INTL INC | 1,414 | $226.0M | 0.02% | |
| 243 | TRVCCITIGROUP INC | 1,930 | $225.0M | 0.02% | |
| 244 | JEPQJ P MORGAN EXCHANGE TRADED F | 3,886 | $225.0M | 0.02% | |
| 245 | PGRPROGRESSIVE CORP | 974 | $221.0M | 0.02% | |
| 246 | ETNEATON CORP PLC | 696 | $221.0M | 0.02% | |
| 247 | NKENIKE INC | 3,473 | $221.0M | 0.02% | |
| 248 | ILMNILLUMINA INC | 1,660 | $217.0M | 0.02% | |
| 249 | GSGOLDMAN SACHS GROUP INC | 246 | $216.0M | 0.02% | |
| 250 | WMBWILLIAMS COS INC | 3,600 | $216.0M | 0.02% | |
| 251 | HDVISHARES TR | 1,780 | $216.0M | 0.02% | |
| 252 | BXBLACKSTONE INC | 1,399 | $215.0M | 0.02% | |
| 253 | LOWLOWES COS INC | 879 | $211.0M | 0.02% | |
| 254 | GILDGILEAD SCIENCES INC | 1,715 | $210.0M | 0.02% | |
| 255 | ESEVERSOURCE ENERGY | 3,099 | $208.0M | 0.02% | |
| 256 | SKYYFIRST TR EXCHANGE TRADED FD | 1,594 | $207.0M | 0.02% | |
| 257 | PINSPINTEREST INC | 8,000 | $207.0M | 0.02% | |
| 258 | ALNYALNYLAM PHARMACEUTICALS INC | 523 | $207.0M | 0.02% | |
| 259 | FINXGLOBAL X FDS | 7,000 | $206.0M | 0.02% | |
| 260 | ARTYISHARES TR | 4,200 | $202.0M | 0.02% | |
| 261 | XFEBFIRST TR EXCH TRADED FD III | 11,065 | $201.0M | 0.02% | |
| 262 | AMOMEXCHANGE LISTED FDS TR | 4,142 | $201.0M | 0.02% | |
| 263 | AZNASTRAZENECA PLC | 2,197 | $201.0M | 0.02% | |
| 264 | ADBEADOBE INC | 575 | $201.0M | 0.02% | |
| 265 | EDRENDEAVOUR SILVER CORP | 13,700 | $128.0M | 0.01% | |
| 266 | RCREADY CAPITAL CORP | 44,656 | $97.0M | 0.01% | |
| 267 | OPKOPKO HEALTH INC | 66,490 | $83.0M | 0.01% | |
| 268 | BOFBRANCHOUT FOOD INC | 25,000 | $79.0M | 0.01% | |
| 269 | FBLGFIBROBIOLOGICS INC | 314,581 | $70.0M | 0.01% | |
| 270 | NIONIO INC | 12,048 | $61.0M | 0.01% | |
| 271 | PLXPROTALIX BIOTHERAPEUTICS INC | 12,000 | $21.0M | 0.00% |
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