SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Cascade Financial Partners, LLC

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

Reported Value
$987M
Q4 2025
Positions
271
Filings on Record
9
2019–present window
Filed
Feb 6, 2026
original filing

Summary

Cascade Financial Partners, Llc reported $987M in U.S.-listed holdings across 271 positions for Q4 2025.

The portfolio is heavily concentrated: LLY alone accounts for 25.8% of reported value.

Compared with Q3 2025, the fund opened 18 new positions and exited 8.

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
Common Stock: 49.0%ETP: 48.6%REIT: 1.2%ADR: 0.7%MLP: 0.4%Other: 0.1%
  • Common Stock · 49.0% · $483M
  • ETP · 48.6% · $479M
  • REIT · 1.2% · $12M
  • ADR · 0.7% · $7M
  • MLP · 0.4% · $4M
  • Other · 0.1% · $1M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2025

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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 ↗.