Cascade Wealth Advisors, Inc — 13F holdings

Cascade Wealth Advisors, Inc reported 61 holdings worth $249M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

  1. SPYI NEOS ETF TRUST — $18.2M (7.3%)
  2. VGSH VANGUARD SCOTTSDALE FDS — $15.7M (6.3%)
  3. SHYG ISHARES TR — $15.3M (6.2%)
  4. CLOA BLACKROCK ETF TRUST II — $14.7M (5.9%)
  5. FLOT ISHARES TR — $14.6M (5.9%)
  6. VIG VANGUARD SPECIALIZED FUNDS — $12.5M (5.0%)
  7. VCIT VANGUARD SCOTTSDALE FDS — $11.7M (4.7%)
  8. IJH ISHARES TR — $11.0M (4.4%)
  9. QQQI NEOS ETF TRUST — $10.7M (4.3%)
  10. DIMENSIONAL ETF TRUST — $9.50M (3.8%)