SEC 13F Intelligence

Managers / Q1 2026

Cascade Financial Partners, LLC

CIK 0002021208 · 3579 VALLEY CENTRE DRIVE, SUITE 125, SAN DIEGO, CA, 92130 · 858-379-6702

Reported Value
$970M
Q1 2026
Positions
266
Filings on Record
9
2019–present window
Filed
May 12, 2026
original filing

Summary

Cascade Financial Partners, Llc reported $970M in U.S.-listed holdings across 266 positions for Q1 2026.

The portfolio is heavily concentrated: LLY alone accounts for 22.3% of reported value.

Compared with Q4 2025, the fund opened 19 new positions and exited 27.

Reported Value by Quarter

13F Reported Value
Q1 ’24: $694MQ1 ’24Q2 ’24: $761MQ3 ’24: $798MQ3 ’24Q4 ’24: $767MQ1 ’25: $793MQ1 ’25Q2 ’25: $832MQ3 ’25: $872MQ3 ’25Q4 ’25: $987MQ1 ’26: $970MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 52.9%Common Stock: 44.4%REIT: 1.3%ADR: 0.8%MLP: 0.5%Other: 0.2%
  • ETP · 52.9% · $513M
  • Common Stock · 44.4% · $431M
  • REIT · 1.3% · $12M
  • ADR · 0.8% · $8M
  • MLP · 0.5% · $5M
  • Other · 0.2% · $2M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$970M266May 12, 202613F-HRchanges · EDGAR ↗
Q4 2025$987M271Feb 6, 202613F-HRchanges · EDGAR ↗
Q3 2025$872M264Oct 21, 202513F-HRchanges · EDGAR ↗
Q2 2025$832M261Aug 7, 202513F-HRchanges · EDGAR ↗
Q1 2025$793M242May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$767M247Feb 7, 202513F-HRchanges · EDGAR ↗
Q3 2024$798M238Oct 25, 202413F-HRchanges · EDGAR ↗
Q2 2024$761M233Jul 31, 202413F-HRchanges · EDGAR ↗
Q1 2024$694M224May 14, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.