Cascade Investment Advisors, Inc. ETF holdings
Oregon City, OR
Reported $13.1M in 16 ETFs in its Form 13F for June 30, 2026.
ETF value
$13.1M
ETFs held
16
Change from prior quarter
+17.5%
With price moves
ETFs as a share of its 13F
7.2%
of $183.3M
Top 10 of 16 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | $4.9M | 13,226 | +872 shares |
| FPX | First Trust US Equity Opportunities ETF | $1.8M | 8,552 | +546 shares |
| VEU | Vanguard FTSE All-World ex-US ETF | $1.2M | 14,469 | +952 shares |
| SCHV | Schwab U.S. Large-Cap Value ETF | $564K | 16,190 | +616 shares |
| VUG | Vanguard Morningstar Growth ETF | $534K | 6,204 | +5,170 shares |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $515K | 8,470 | −200 shares |
| USFR | WisdomTree Floating Rate Treasury Fund | $515K | 10,219 | +1,711 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $453K | 606 | No change |
| TCHP | T. Rowe Price Blue Chip Growth ETF | $450K | 8,988 | +1,629 shares |
| ESGV | Vanguard ESG U.S. Stock ETF | $436K | 3,300 | −2,098 shares |
6 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) 0001681490. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Cascade Investment Advisors, Inc. own?
Cascade Investment Advisors, Inc. reported 16 ETF positions worth $13.1M in its Form 13F for June 30, 2026. The largest was VTI, at $4.9M.
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.