Institutional Fund
Cascade Wealth Advisors, Inc
Wenatchee, WACIK 20189365 filings on record
Portfolio Value
$227.74M
Q1 2026
Holdings
60
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+5.0%
from $216.86M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Neos ETF Trust8.0%
- Vanguard Scottsdale Fds6.6%
- Ishares Tr6.6%
- Ishares Tr5.8%
- Blackrock ETF Trust II5.5%
- Vanguard Scottsdale Fds5.1%
- Other62.6%
Portfolio Holdings
60 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Neos ETF Trust | 340.4K | $18.18M | 8.0% | +10.5K | Added |
| 2 | Vanguard Scottsdale Fds | 256.5K | $14.96M | 6.6% | −9.0K | Reduced |
| 3 | Ishares Tr | 351.8K | $14.95M | 6.6% | +5.1K | Added |
| 4 | Ishares Tr | 257.9K | $13.13M | 5.8% | +5.6K | Added |
| 5 | Blackrock ETF Trust II | 239.3K | $12.41M | 5.5% | +12.8K | Added |
| 6 | Vanguard Scottsdale Fds | 140.4K | $11.64M | 5.1% | −4.9K | Reduced |
| 7 | Neos ETF Trust | 196.7K | $11.12M | 4.9% | +5.7K | Added |
| 8 | Vanguard Specialized Funds | 41.1K | $9.37M | 4.1% | −222 | Reduced |
| 9 | J P Morgan Exchange Traded F | 159.5K | $8.93M | 3.9% | −12.8K | Reduced |
| 10 | Neos ETF Trust | 170.2K | $8.78M | 3.9% | +21.2K | Added |
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