1y return+25.2%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2024: $136 against $143 in the S&P 500.2
Cascade Financial Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| LLYEli Lilly & Co | $283.9M | 24.7% | |
| AAPLApple Inc | $54.5M | 4.7% | |
| VEAVanguard Tax-managed Fds | $42.7M | 3.7% | −2.1% |
| IVVIshares Tr | $36.7M | 3.2% | +7.5% |
| DOLWisdomtree Tr | $22.9M | 2.0% | +14.1% |
| IEMGIshares Inc | $19.5M | 1.7% | |
| NVDANvidia Corporation | $18.5M | 1.6% | −1.1% |
| RVTYRevvity Inc | $18.1M | 1.6% | |
| TIPIshares Tr | $18.0M | 1.6% | +19.7% |
| PEPPepsico Inc | $17.5M | 1.5% | −1.8% |
| ISHGIshares Tr | $16.9M | 1.5% | +13.3% |
| SPMDSpdr Series Trust | $16.7M | 1.5% | +4.0% |
| MGKVanguard World Fd | $16.5M | 1.4% | +2.6% |
| AMZNAmazon Com Inc | $16.4M | 1.4% | −1.3% |
| IEIIshares Tr | $15.7M | 1.4% | +19.7% |
| TLHIshares Tr | $15.5M | 1.3% | +22.4% |
| SPDWSpdr Index Shs Fds | $14.6M | 1.3% | |
| SPEMSpdr Index Shs Fds | $14.0M | 1.2% | +8.4% |
| VTIVanguard Index Fds | $13.1M | 1.1% | |
| MBBIshares Tr | $12.8M | 1.1% | +38.1% |
| VIGVanguard Specialized Funds | $9.9M | 0.9% | |
| PAVEGlobal X Fds | $9.8M | 0.9% | +6.6% |
| DGSWisdomtree Tr | $9.8M | 0.9% | +5.2% |
| MUBIshares Tr | $9.1M | 0.8% | +79.8% |
| SHYGIshares Tr | $9.1M | 0.8% | +3.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufac | March 31, 2024 | +251.0% | $7.6M |
| TSLATesla Inc | March 31, 2024 | +139.3% | $8.5M |
| CRWDCrowdstrike Hldgs Inc | March 31, 2024 | +138.0% | $7.8M |
| NVDANvidia Corporation | March 31, 2024 | +121.4% | $18.5M |
| AIRRFirst Tr Exchange Traded Fd | December 31, 2024 | +73.0% | $7.5M |
| AAPLApple Inc | March 31, 2024 | +68.7% | $54.5M |
| IEMGIshares Inc | March 31, 2024 | +60.5% | $19.5M |
| LLYEli Lilly & Co | March 31, 2024 | +54.2% | $283.9M |
| MGKVanguard World Fd | March 31, 2024 | +53.4% | $16.5M |
| PAVEGlobal X Fds | March 31, 2024 | +48.0% | $9.8M |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $881K
- FBTCFidelity Wise Origin Bitcoin was $537K
- CSQCalamos Strategic Total Retu was $321K
- IBITIshares Bitcoin Trust Etf was $258K
- GILDGilead Sciences Inc was $239K
- ISRGIntuitive Surgical Inc was $226K
- SYKStryker Corporation was $221K
- COINCoinbase Global Inc was $218K
- SPGIS&p Global Inc was $216K
- SLVIshares Silver Tr was $209K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.6% | +14.8% |
| March 31, 2026 | −5.6% | −4.6% |
| December 31, 2025 | +10.2% | +2.4% |
| September 30, 2025 | +5.1% | +7.8% |
| June 30, 2025 | +3.4% | +10.5% |
| March 31, 2025 | −0.4% | −4.6% |
| December 31, 2024 | −4.2% | +2.1% |
| September 30, 2024 | +4.1% | +5.4% |
| June 30, 2024 | +5.8% | +4.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Cascade Financial Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2021208&type=13F-HR&dateb=&owner=include&count=40CIK 2021208
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2021208/000202120826000007/Filed August 4, 2026 · accession 0002021208-26-000007