Cascade Wealth Advisors, Inc - Q42025 Holdings

Cascade Wealth Advisors, Inc holds 57 stocks with a total portfolio value of $ 216.86M as of Q42025. In Q42025, Cascade Wealth Advisors, Inc added 1 new position, increased stakes in 23 stocks, reduced 16 holdings, and fully exited 4 positions. The largest holding is Neos Etf Trust (SPYI), representing 8.04% of the total portfolio.