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Brian Krause

Cascade Financial Partners, Llc

Assets Managed
$970.166M
Holdings
263
Last Quarter
2026 - Q1
Filed Date
16d ago
Growth Rate
-1.65%(2Q avg: 5.72%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cascade Financial Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 263 positions.

Assets under management

The assets under management (AUM) of Cascade Financial Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 970.166M in assets, with a quarterly growth rate of -1.65% and a 2-quarter average growth rate of 5.72%. The portfolio is managed by Brian Krause, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
LLY
Eli Lilly & Co
Recent Activity
Increased 0.03%
22.44%
$217.693M
236,682 shares@ $919.78 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.79%
4.97%
$48.164M
189,780 shares@ $253.8 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 0.08%
4.05%
$39.282M
613,020 shares@ $64.09 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.15%
3.08%
$29.784M
45,597 shares@ $653.21 avg price
PEP
Pepsico Inc
Recent Activity
Decreased -3.63%
2.11%
$20.432M
131,572 shares@ $155.3 avg price
DOL
Wisdomtree Intl L C Dvd Fund
Recent Activity
Increased 11.04%
1.89%
$18.326M
269,551 shares@ $67.99 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 3.81%
1.68%
$16.264M
93,258 shares@ $174.4 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -4.23%
1.68%
$16.259M
233,107 shares@ $69.76 avg price
TIP
Ishares Tips Bond Etf
Recent Activity
Increased 4155.99%
1.57%
$15.176M
137,511 shares@ $110.37 avg price
ISHG
Ishares -3 Year Internationa
Recent Activity
Increased 44.92%
1.54%
$14.876M
200,527 shares@ $74.19 avg price

1-10 of 263