Cascade Financial Partners, LLC ETF holdings
San Diego, CA
Reported $599.4M in 158 ETFs in its Form 13F for June 30, 2026.
ETF value
$599.4M
ETFs held
158
Change from prior quarter
+16.9%
With price moves
ETFs as a share of its 13F
52.0%
of $1.2B
Top 10 of 158 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | $42.7M | 599,843 | −13,177 shares |
| IVV | iShares Core S&P 500 ETF | $36.7M | 49,031 | +3,434 shares |
| DOL | WisdomTree True Developed International Fund | $22.9M | 307,535 | +37,984 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $19.5M | 235,252 | +2,145 shares |
| TIP | iShares TIPS Bond ETF | $18.0M | 164,657 | +27,146 shares |
| ISHG | iShares 1-3 Year International Treasury Bond ETF | $16.9M | 227,206 | +26,679 shares |
| SPMD | State Street SPDR Portfolio S&P 400 Mid Cap ETF | $16.7M | 247,468 | +9,579 shares |
| MGK | Vanguard Morningstar Mega Cap Growth ETF | $16.5M | 187,887 | +151,266 shares |
| IEI | iShares 3-7 Year Treasury Bond ETF | $15.7M | 133,496 | +21,937 shares |
| TLH | iShares 10-20 Year Treasury Bond ETF | $15.5M | 154,327 | +28,282 shares |
148 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002021208. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Cascade Financial Partners, LLC own?
Cascade Financial Partners, LLC reported 158 ETF positions worth $599.4M in its Form 13F for June 30, 2026. The largest was VEA, at $42.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.