Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cascade Financial Partners, LLC (CIK 2021208) reported $970.2M across 263 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LLY ($217.7M, 22.44%), AAPL ($48.2M, 4.96%), VEA ($39.3M, 4.05%), IVV ($29.8M, 3.07%), PEP ($20.4M, 2.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY & CO | $217.7M | 22.44% | 236,682 | Added |
| 2 | AAPL | APPLE INC | $48.2M | 4.96% | 189,780 | Trimmed |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $39.3M | 4.05% | 613,020 | Added |
| 4 | IVV | ISHARES TR | $29.8M | 3.07% | 45,597 | Trimmed |
| 5 | PEP | PEPSICO INC | $20.4M | 2.11% | 131,572 | Trimmed |
| 6 | DOL | WISDOMTREE TR | $18.3M | 1.89% | 269,551 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $16.3M | 1.68% | 93,258 | Added |
| 8 | IEMG | ISHARES INC | $16.3M | 1.68% | 233,107 | Trimmed |
| 9 | TIP | ISHARES TR | $15.2M | 1.56% | 137,511 | Added |
| 10 | ISHG | ISHARES TR | $14.9M | 1.53% | 200,527 | Added |
| 11 | AMZN | AMAZON COM INC | $14.5M | 1.50% | 69,855 | Trimmed |
| 12 | RVTY | REVVITY INC | $14.3M | 1.47% | 162,671 | Hold |
| 13 | SPMD | SPDR SERIES TRUST | $14.1M | 1.45% | 237,889 | Added |
| 14 | MGK | VANGUARD WORLD FD | $13.5M | 1.39% | 36,621 | Trimmed |
| 15 | IEI | ISHARES TR | $13.2M | 1.36% | 111,559 | Added |
| 16 | SPDW | SPDR INDEX SHS FDS | $13.2M | 1.36% | 289,571 | Added |
| 17 | TLH | ISHARES TR | $12.7M | 1.31% | 126,045 | New |
| 18 | SPEM | SPDR INDEX SHS FDS | $11.7M | 1.20% | 248,602 | Added |
| 19 | VTI | VANGUARD INDEX FDS | $11.4M | 1.18% | 35,647 | Trimmed |
| 20 | MBB | ISHARES TR | $9.3M | 0.96% | 97,714 | New |
| 21 | VIG | VANGUARD SPECIALIZED FUNDS | $9.0M | 0.93% | 41,959 | Trimmed |
| 22 | SHYG | ISHARES TR | $8.8M | 0.90% | 207,426 | Added |
| 23 | DGS | WISDOMTREE TR | $8.7M | 0.89% | 144,086 | Added |
| 24 | MSFT | MICROSOFT CORP | $8.6M | 0.88% | 23,115 | Added |
| 25 | PAVE | GLOBAL X FDS | $8.0M | 0.82% | 156,752 | Added |
Source: SEC Form 13F filings · as of 2026-03-31