Cascade Wealth Advisors, Inc
All 13F Filings
- Location
- Wenatchee, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 248,889
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 61 | 248,889 | 13F-HR | Cascade Wealth Advisors, Inc |
| Q1 2026 | 5/11/2026 | 60 | 227,741 | 13F-HR | Cascade Wealth Advisors, Inc |
| Q4 2025 | 2/4/2026 | 57 | 216,861 | 13F-HR | Cascade Wealth Advisors, Inc |
| Q3 2025 | 11/12/2025 | 60 | 203,066 | 13F-HR | Cascade Wealth Advisors, Inc |
| Q2 2025 | 8/11/2025 | 56 | 176,921 | 13F-HR | Cascade Wealth Advisors, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 8.739 K | 3.5% | 1.061 K | 0 | 1.061 K |
| ETFs | 225.2 K | 90.6% | 18.6 K | 0 | 18.6 K |
| Debt | 14.6 K | 5.9% | 1.468 K | 0 | 1.468 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
248,889
Holdings
61
QoQ value change ($000)
21,148
(9.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.