account_balance
Investment manager · 13F filer · SEC CIK 2035512
Cascades Capital Asset Management, LLC
Reported value$270Mas of Jun 30, 2026
Positions167 20 new, 11 sold out
Top 10 weight52.7%VIG alone is 12%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VIGVanguard Dividend Appreciation ETF
11.7%Added +4%
VOOVanguard S&P 500 ETF
10.3%Added +5%
VOOVVanguard S&P 500 Value
5.2%
VTVVanguard Value ETF
5.1%Added +28%
AAPLApple Inc.
4.6%
NVDANVIDIA Corp
3.8%Trimmed −6%
MSFTMicrosoft Corp
3.5%Trimmed −6%
VUGVanguard Growth ETF
3.0%
VOVanguard Mid Cap Index ETF
2.7%Added +3%
GOOGLAlphabet Inc.
2.6%Trimmed −2%
SPYSPDR S&P 500 ETF Trust
1.9%
IEII Shares 3-7 Year US Treas. ETF
1.7%
VIGVanguard Dividend Appreciation ETF
11.7%Added +4%
VOOVanguard S&P 500 ETF
10.3%Added +5%
VOOVVanguard S&P 500 Value
5.2%
VTVVanguard Value ETF
5.1%
AAPLApple Inc.
4.6%
NVDANVIDIA Corp
3.8%
MSFTMicrosoft Corp
3.5%
VUGVanguard Growth ETF
3.0%
VO2.7%
GOOGLSPY1.9%IEI1.7%
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 Dividend Appreciation ETF 11.7% Added +4%
VOO Vanguard S&P 500 ETF 10.3% Added +5%
VOOV Vanguard S&P 500 Value 5.2% Held
VTV Vanguard Value ETF 5.1% Added +28%
AAPL Apple Inc. 4.6% HeldNVDA NVIDIA Corp 3.8% Trimmed −6%MSFT Microsoft Corp 3.5% Trimmed −6%VUG Vanguard Growth ETF 3.0% Held
VO Vanguard Mid Cap Index ETF 2.7% Added +3%
GOOGL Alphabet Inc. 2.6% Trimmed −2%SPY SPDR S&P 500 ETF Trust 1.9% HeldIEI I Shares 3-7 Year US Treas. ETF 1.7% Held
What changed
Biggest moves since Mar 31, 2026
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