Cascade Financial Partners, LLC

Q3 2025 13F Holdings

Location
San Diego, CA
Holdings as of
9/30/2025
Value ($000)
$872,286
Num holdings
261
Date filed
10/21/2025
Form type
13F-HR
Prev filing
8/7/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type