Cascade Wealth Advisors, Inc - Q12026 Holdings

Cascade Wealth Advisors, Inc holds 60 stocks with a total portfolio value of $ 227.74M as of Q12026. In Q12026, Cascade Wealth Advisors, Inc added 3 new positions, increased stakes in 35 stocks, reduced 10 holdings, and fully exited 0 positions. The largest holding is Neos Etf Trust (SPYI), representing 7.98% of the total portfolio.