CASCADE INVESTMENT GROUP, INC. — 13F holdings

CASCADE INVESTMENT GROUP, INC. reported 160 holdings worth $181M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

  1. VTI VANGUARD INDEX FDS — $26.6M (14.7%)
  2. SPTM SPDR SERIES TRUST — $9.20M (5.1%)
  3. AAPL APPLE INC — $9.05M (5.0%)
  4. CIBR FIRST TR EXCHANGE TRADED FD — $5.45M (3.0%)
  5. VXUS VANGUARD STAR FDS — $5.15M (2.9%)
  6. AMZN AMAZON COM INC — $3.37M (1.9%)
  7. MSFT MICROSOFT CORP — $3.23M (1.8%)
  8. SKYY FIRST TR EXCHANGE TRADED FD — $3.14M (1.7%)
  9. CVX CHEVRON CORP NEW — $2.99M (1.7%)
  10. GOOG ALPHABET INC — $2.71M (1.5%)