account_balance
Investment manager · 13F filer · SEC CIK 2021208
Cascade Financial Partners, LLC
Reported value$1.15Bas of Jun 30, 2026
Positions279 30 new, 14 sold out
Top 10 weight46.2%LLY alone is 25%
FiledAug 435 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
LLYELI Lilly & Co
24.7%
AAPLApple Inc.
4.7%
VEAVanguard Tax-Managed FDS
3.7%Trimmed −2%
IVViShares Tr
3.2%Added +8%
DOLWisdomtree Tr
2.0%Added +14%
IEMGiShares Inc
1.7%
NVDANVIDIA Corp
1.6%
RVTYRevvity, Inc.
1.6%
TIPiShares Tr
1.6%Added +20%
PEPPepsiCo Inc
1.5%
ISHGiShares Tr
1.5%Added +13%
SPMDSPDR Series Trust
1.5%Added +4%
LLYELI Lilly & Co
24.7%
AAPLApple Inc.
4.7%
VEAVanguard Tax-Managed FDS
3.7%−2%
IVViShares Tr
3.2%
DOL2.0%
IEMG
NVDA1.6%RVTY1.6%TIP1.6%
PEP1.5%ISHG
SPMD
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
LLY ELI Lilly & Co 24.7% HeldAAPL Apple Inc. 4.7% Held
VEA Vanguard Tax-Managed FDS 3.7% Trimmed −2%
IVV iShares Tr 3.2% Added +8%
DOL Wisdomtree Tr 2.0% Added +14%
IEMG iShares Inc 1.7% Held
NVDA NVIDIA Corp 1.6% HeldRVTY Revvity, Inc. 1.6% HeldTIP iShares Tr 1.6% Added +20%
PEP PepsiCo Inc 1.5% HeldISHG iShares Tr 1.5% Added +13%
SPMD SPDR Series Trust 1.5% Added +4%
What changed
Biggest moves since Mar 31, 2026
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