Cascade Financial Partners, LLC
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,151,644
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 | 8/4/2026 | 279 | 1,151,644 | 13F-HR | Cascade Financial Partners, LLC |
| Q1 2026 | 5/12/2026 | 263 | 970,166 | 13F-HR | Cascade Financial Partners, LLC |
| Q4 2025 | 2/6/2026 | 271 | 986,535 | 13F-HR | Cascade Financial Partners, LLC |
| Q3 2025 | 10/21/2025 | 261 | 872,286 | 13F-HR | Cascade Financial Partners, LLC |
| Q2 2025 | 8/7/2025 | 259 | 831,871 | 13F-HR | Cascade Financial Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 610.8 K | 53.0% | 104.1 K | 0 | 104.1 K |
| ETFs | 540.3 K | 46.9% | 76.85 K | 0 | 76.85 K |
| Debt | 516 | 0.0% | 516 | 0 | 516 |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
1,151,644
Holdings
279
QoQ value change ($000)
181,478
(18.7%)
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.