Cascade Financial Partners, LLC

Q4 2025 13F Holdings

Location
San Diego, CA
Holdings as of
12/31/2025
Value ($000)
$986,535
Num holdings
271
Date filed
2/5/2026
Form type
13F-HR
Prev filing
10/21/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type