13F Filings History of Cascade Wealth Advisors, Inc

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$216,860,844
Signature - Title
Scott T Blaesing - President and CCO
Location
Wenatchee, WA
Summary
This page shows a list of all the recent 13F filings made by Cascade Wealth Advisors, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cascade Wealth Advisors, Inc reported 57 stock holdings with total value $216,860,844 as of Q4 2025. Top holdings included SPYI, VGSH, SHYG, FLOT, and VCIT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 57 $216,860,844 +$22,845,977 -$12,290,314 +$10,555,663 SPYI, VGSH, SHYG, FLOT, VCIT 13F-HR 04 Feb 2026, 15:06
Q3 2025 60 $203,066,055 +$37,139,998 -$17,091,468 +$20,048,530 SPYI, VGSH, JEPI, VCIT, SHYG 13F-HR 12 Nov 2025, 12:11
Q2 2025 56 $176,920,809 +$37,718,691 -$18,192,272 +$19,526,419 SPYI, JEPI, QQQI, VIG, VGSH 13F-HR 11 Aug 2025, 11:41
Q1 2025 41 $144,584,313 +$23,716,054 -$18,317,170 +$5,398,884 FLOT, VGSH, SHYG, SPYI, JEPI 13F-HR 09 May 2025, 15:02
Q4 2024 48 $147,746,288 +$12,332,283 -$4,502,889 +$7,829,394 FLOT, SHYG, VGSH, VIG, DFAS 13F-HR 05 Feb 2025, 19:53
Q3 2024 49 $139,953,125 +$3,171,094 -$3,431,396 -$260,302 FLOT, SHYG, VGSH, VIG, DFAS 13F-HR 15 Oct 2024, 12:11
Q2 2024 51 $135,227,591 +$24,131,796 -$10,858,420 +$13,273,376 FLOT, SHYG, DFAS, VIG, VGSH 13F-HR 26 Jul 2024, 14:15
Q1 2024 49 $117,693,439 $0 $0 $0 FLOT, RSPT, SHYG, DFAS, VIG 13F-HR 15 Apr 2024, 17:28