-
Value $
-
$767M
-
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 247 stock holdings with total value $767M as of Q4 2024. Top holdings included LLY, AAPL, VEA, IVV, and PEP.