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Cascade Wealth Advisors, IncETFConcentrated trader

CIK: 0002018936 | WENATCHEE, WA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR61$248.9M2026-08-11SEC ↗
Q1 2026
13F-HR60$227.7M2026-05-12SEC ↗
Q4 2025
13F-HR57$216.9M2026-02-04SEC ↗
Q3 2025
13F-HR60$203.1M2025-11-12SEC ↗
Q2 2025
13F-HR56$176.9M2025-08-11SEC ↗
Q1 2025
13F-HR41$144.6M2025-05-09SEC ↗
Q4 2024
13F-HR48$147.7M2025-02-06SEC ↗
Q3 2024
13F-HR49$140.0M2024-10-15SEC ↗
Q2 2024
13F-HR51$135.2M2024-07-26SEC ↗
Q1 2024
13F-HR49$117.7M2024-04-15SEC ↗