13F Filings History of Cascade Financial Partners, LLC

Latest 13F report
Q4 2025 - 06 Feb 2026
Value $
$977,181,061
Signature - Title
Brian Krause - Managing Director & Partner
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by Cascade Financial Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cascade Financial Partners, LLC reported 271 stock holdings with total value $977,181,061 as of Q4 2025. Top holdings included LLY, AAPL, VEA, IVV, and PEP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 271 $977,181,061 +$52,432,838 -$25,910,882 +$26,521,956 LLY, AAPL, VEA, IVV, PEP 13F-HR 05 Feb 2026, 17:39
Q3 2025 261 $872,285,860 +$14,952,984 -$16,777,947 -$1,824,963 LLY, AAPL, VEA, IVV, PEP 13F-HR 21 Oct 2025, 11:47
Q2 2025 259 $831,871,154 +$28,245,987 -$15,661,280 +$12,584,707 LLY, AAPL, VEA, IVV, PEP 13F-HR 07 Aug 2025, 15:58
Q1 2025 241 $793,225,848 +$45,892,187 -$17,453,585 +$28,438,602 LLY, AAPL, VEA, IVV, PEP 13F-HR 13 May 2025, 15:55
Q4 2024 247 $767,372,755 +$17,884,057 -$9,757,854 +$8,126,203 LLY, AAPL, VEA, IVV, PEP 13F-HR 07 Feb 2025, 16:54
Q3 2024 238 $793,920,880 +$10,464,061 -$8,180,767 +$2,283,294 LLY, AAPL, VEA, IVV, PEP 13F-HR 24 Oct 2024, 18:06
Q2 2024 233 $760,641,551 +$28,136,226 -$12,246,697 +$15,889,529 LLY, AAPL, VEA, IVV, PEP 13F-HR 31 Jul 2024, 16:22
Q1 2024 224 $694,068,723 $0 $0 $0 LLY, AAPL, VEA, IVV, PEP 13F-HR 14 May 2024, 15:19