Holdings
Cascade Wealth Advisors, Inc
As of Jun 30, 2026, Cascade Wealth Advisors, Inc reported 10 positions worth US$8.38M. Largest: Microsoft Corp., Nvidia Corporation and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Microsoft Corp. | 7,593 | US$3.8M | −265 | Jun 30, 2026 |
| Nvidia Corporation | 4,349 | US$974K | +400 | Jun 30, 2026 |
| Apple Inc | 2,838 | US$889K | no change | Jun 30, 2026 |
| Costco Wholesale Corporation | 624 | US$592K | no change | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 976 | US$509K | no change | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 1,168 | US$418K | no change | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 1,120 | US$408K | no change | Jun 30, 2026 |
| Oracle Corporation | 1,995 | US$293K | +800 | Jun 30, 2026 |
| Amazon.com, Inc. | 1,030 | US$283K | no change | Jun 30, 2026 |
| Marvell Technology, Inc. | 1,000 | US$219K | new | Jun 30, 2026 |