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Scott T Blaesing

Cascade Wealth Advisors, Inc

Assets Managed
$227.741M
Holdings
60
Last Quarter
2026 - Q1
Filed Date
5d ago
Growth Rate
5.02%(2Q avg: 5.91%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Cascade Wealth Advisors, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 60 positions.

Assets under management

The assets under management (AUM) of Cascade Wealth Advisors, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 227.741M in assets, with a quarterly growth rate of 5.02% and a 2-quarter average growth rate of 5.91%. The portfolio is managed by Scott T Blaesing, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPYI
Neos S&p 500 High Income Etf
Recent Activity
Increased 3.18%
7.99%
$18.182M
340,419 shares@ $53.41 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Decreased -3.4%
6.58%
$14.963M
256,473 shares@ $58.35 avg price
SHYG
Ishares 0-5 Yr Hy Corp Bond
Recent Activity
Increased 1.47%
6.57%
$14.95M
351,766 shares@ $42.5 avg price
FLOT
Ishares Floating Rate Bond E
Recent Activity
Increased 2.22%
5.77%
$13.129M
257,928 shares@ $50.9 avg price
CLOA
Ishares Aaa Clo Act Etf-usdi
Recent Activity
Increased 5.65%
5.46%
$12.414M
239,300 shares@ $51.88 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Decreased -3.39%
5.12%
$11.641M
140,444 shares@ $82.9 avg price
QQQI
Neos Nasdaq-100 High Inc Etf
Recent Activity
Increased 2.97%
4.89%
$11.115M
196,731 shares@ $56.5 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -0.53%
4.12%
$9.367M
41,071 shares@ $228.06 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Decreased -7.44%
3.92%
$8.927M
159,523 shares@ $55.97 avg price
NIHI
Neos Msci Eafe High Income-u
Recent Activity
Increased 14.22%
3.86%
$8.779M
170,241 shares@ $51.57 avg price

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