StockDriftsStockDriftsTop 50 Cascade Financial Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | 24.65% | 236.7K | $283.9M | +0.01%(+25) | $682.16(+80.15%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.74% | 188.5K | $54.5M | -0.69%(-1.30K) | $185.26(+65.54%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.71% | 599.8K | $42.7M | -2.15%(-13.18K) | $49.15(+48.48%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.19% | 49.0K | $36.7M | +7.53%(+3.43K) | $515.94(+50.67%) | 2026-06-30 | |
| DOL | WISDOMTREE TR | 1.99% | 307.5K | $22.9M | +14.09%(+37.98K) | $55.52(+38.20%) | 2026-06-30 | |
| IEMG | ISHARES INC | 1.69% | 235.3K | $19.5M | +0.92%(+2.15K) | $51.56(+55.57%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.6% | 92.3K | $18.5M | -1.05%(-981) | $79.57(+177.05%) | 2026-06-30 | |
| RVTY | REVVITY INC | 1.57% | 162.7K | $18.1M | +0.00%(+0) | $107.15(+8.15%) | 2026-06-30 | |
| TIP | ISHARES TR | 1.56% | 164.7K | $18.0M | +19.74%(+27.15K) | $110.04(-2.83%) | 2026-06-30 | |
| PEP | PEPSICO INC | 1.52% | 129.3K | $17.5M | -1.75%(-2.30K) | $171.52(-19.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +40.05% |
| Top 20 Holdings Unweighted | — | — | — | — | +30.89% |
Cascade Financial Partners, LLC reports $1.15B in US-listed equity holdings across 279 positions in its most recent 13F filing. Its largest disclosed positions are LLY (24.6%), AAPL (4.7%) and VEA (3.7%). The top 20 holdings account for 59.42% of reported assets. Its disclosed equity book has returned +40.05% cumulatively over 9 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cascade Financial Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2021208). View Cascade Financial Partners, LLC’s 13F filings on SEC