Cascade Financial Partners, LLC
Annual return '25
+21.6%
SPY '25
+17.7%
Alpha
+3.9ptsvs SPY
Invested
$970.2M
Holdings
262
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$LLY
ELI LILLY & CO
Q1 2026: Increased +452.5% (1.1k → 6.2k shares)
22.4%
02
$AAPL
APPLE INC
Q1 2026: Increased +2.1% (118.5k → 121.0k shares)
5.0%
03
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Increased +6.8% (28.8k → 30.8k shares)
4.0%
04
$IVV
ISHARES TR
Q1 2026: Increased +1.3% (53.0k → 53.7k shares)
3.1%
05
$PEP
PEPSICO INC
Q1 2026: Increased +5.0% (30.9k → 32.4k shares)
2.1%
06
$DOL
WISDOMTREE TR
Held since at least Q1 2024
1.9%
07
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +3.1% (29.5k → 30.4k shares)
1.7%
08
$IEMG
ISHARES INC
Q1 2026: Increased +29.5% (82.1k → 106.3k shares)
1.7%
09
$TIP
ISHARES TR
Held since at least Q1 2024
1.6%
10
$ISHG
ISHARES TR
Held since at least Q1 2024
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:51 UTC.