Cascade Wealth Advisors, Inc reported 61 holdings worth US$249M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 11, 2026
Cascade Wealth Advisors, Inc reported 61 holdings worth US$249M as of Jun 30, 2026. Largest: Microsoft Corp., Nvidia Corporation and Apple Inc. Filed Aug 11, 2026 (Form 13F).
- Holdings
- 61
- Value as reported
- US$249M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Microsoft Corp. | 7,593 | US$3.8M | 1.5% |
| Nvidia Corporation | 4,349 | US$974K | 0.39% |
| Apple Inc | 2,838 | US$889K | 0.36% |
| Costco Wholesale Corporation | 624 | US$592K | 0.24% |
| Berkshire Hathaway Inc. | 976 | US$509K | 0.20% |
| Jp Morgan Chase & Co. | 1,168 | US$418K | 0.17% |
| Palo Alto Networks, Inc. | 1,120 | US$408K | 0.16% |
| Oracle Corporation | 1,995 | US$293K | 0.12% |
| Amazon.com, Inc. | 1,030 | US$283K | 0.11% |
| Marvell Technology, Inc. | 1,000 | US$219K | 0.09% |
| Alphabet Inc (google) Class C | 0 | US$0 | 0.00% |