Cascade Financial Partners, LLC

Q2 2026 13F Holdings

Location
San Diego, CA
Holdings as of
6/30/2026
Value ($000)
$1,151,644
Num holdings
279
Date filed
8/4/2026
Form type
13F-HR
Prev filing
5/12/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type