Cascade Financial Partners, LLC - Q42025 Holdings

Cascade Financial Partners, LLC holds 271 stocks with a total portfolio value of $ 986.53M as of Q42025. In Q42025, Cascade Financial Partners, LLC added 18 new positions, increased stakes in 77 stocks, reduced 109 holdings, and fully exited 8 positions. The largest holding is Eli Lilly & Co (LLY), representing 25.78% of the total portfolio.