account_balance
Investment manager · 13F filer · SEC CIK 2018936
Cascade Wealth Advisors, Inc
Reported value$242Mas of Sep 30, 2026
Positions69 10 new, 2 sold out
Top 10 weight54.1%VIG alone is 7%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VIGVanguard Specialized Funds
6.8%Added +33%
VGSHVanguard Scottsdale FDS
6.4%
FLOTiShares Tr
5.5%Trimmed −9%
CLOABlackRock ETF Trust II
5.5%Trimmed −10%
SHYGiShares Tr
5.5%Trimmed −11%
IJHiShares Tr
5.4%Added +29%
SPYINeos ETF Trust
5.4%Trimmed −24%
VONGVanguard Scottsdale FDS
4.8%Added +37%
VCITVanguard Scottsdale FDS
4.6%Trimmed −3%
DFASDimensional ETF Trust
4.3%Added +17%
VCSHVanguard Scottsdale FDS
3.6%Added +17%
RSPTInvesco Exchange Traded Fd T
3.2%
VIGVanguard Specialized Funds
6.8%+33%
VGSHVanguard Scottsdale FDS
6.4%
FLOTiShares Tr
5.5%
CLOABlackRock ETF Trust II
5.5%−10%
SHYGiShares Tr
5.5%−11%
IJHiShares Tr
5.4%+29%
SPYINeos ETF Trust
5.4%
VONGVanguard Scottsdale FDS
4.8%
VCITVanguard Scottsdale FDS
4.6%−3%
DFASDimensional ETF Trust
4.3%+17%
VCSHVanguard Scottsdale FDS
3.6%
RSPTInvesco Exchange Traded Fd T
3.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VIG Vanguard Specialized Funds 6.8% Added +33%
VGSH Vanguard Scottsdale FDS 6.4% Held
FLOT iShares Tr 5.5% Trimmed −9%
CLOA BlackRock ETF Trust II 5.5% Trimmed −10%
SHYG iShares Tr 5.5% Trimmed −11%
IJH iShares Tr 5.4% Added +29%
SPYI Neos ETF Trust 5.4% Trimmed −24%
VONG Vanguard Scottsdale FDS 4.8% Added +37%
VCIT Vanguard Scottsdale FDS 4.6% Trimmed −3%
DFAS Dimensional ETF Trust 4.3% Added +17%
VCSH Vanguard Scottsdale FDS 3.6% Added +17%
RSPT Invesco Exchange Traded Fd T 3.2% Held
What changed
Biggest moves since Jun 30, 2026
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