Cascade Wealth Advisors, Inc Top Holdings and 13F Report (2024) → The asset beating inflation by 4x (From Colonial Metals) (Ad) About Cascade Wealth Advisors, IncInvestment ActivityCascade Wealth Advisors, Inc has $117.69 million in total holdings as of March 31, 2024.Cascade Wealth Advisors, Inc owns shares of 49 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Floating Rate Bond ETF $10,194,178Invesco S&P 500 Equal Weight Technology ETF $8,469,377iShares 0-5 Year High Yield Corporate Bond ETF $8,102,980Dimensional U.S. Small Cap ETF $7,962,552Vanguard Dividend Appreciation ETF $7,760,433 Sector AllocationMap of 500 Largest Holdings ofCascade Wealth Advisors, Inc Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorFLOTiShares Floating Rate Bond ETF$10,194,178200,0828.7%ETFRSPTInvesco S&P 500 Equal Weight Technology ETF$8,469,377249,3197.2%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$8,102,980193,2506.9%ETFDFASDimensional U.S. Small Cap ETF$7,962,552135,0046.8%ETFVIGVanguard Dividend Appreciation ETF$7,760,43344,1946.6%ETFVONGVanguard Russell 1000 Growth ETF$7,728,50390,2556.6%ETFVUGVanguard Growth ETF$6,750,46219,7775.7%ETFJEPIJPMorgan Equity Premium Income ETF$5,202,88192,5784.4%ETFVTVVanguard Value ETF$4,424,01928,3083.8%ETFVGSHVanguard Short-Term Treasury Index ETF$4,325,13574,9723.7%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$3,359,44762,9112.9%ETFSPYINEOS S&P 500 High Income ETF$3,337,03467,4832.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$3,180,17741,4952.7%ETFDFUVDimensional US Marketwide Value ETF$2,857,34972,9662.4%ETFIJHiShares Core S&P Mid-Cap ETF$2,439,89042,1472.1%ETFBXSLBlackstone Secured Lending Fund$2,185,70671,6861.9%FinanceIWFiShares Russell 1000 Growth ETF$2,125,4556,3901.8%ETFVTIVanguard Total Stock Market ETF$1,906,2197,5341.6%ETFMSFTMicrosoft$1,860,5794,4101.6%Computer and TechnologyQQQEDirexion NASDAQ-100 Equal Weighted Index Shares$1,774,76120,6081.5%ETFIGViShares Expanded Tech-Software Sector ETF$1,735,89120,9751.5%ETFVBVanguard Small-Cap ETF$1,673,9837,7161.4%ETFVBKVanguard Small-Cap Growth ETF$1,668,9516,7311.4%ETFUSRTiShares Core U.S. REIT ETF$1,657,35732,3641.4%ETFDFAIDimensional International Core Equity Market ETF$1,332,48845,3691.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,283,34216,2841.1%ETFVHTVanguard Health Care ETF$1,274,3605,0021.1%ETFIWDiShares Russell 1000 Value ETF$1,119,6376,5161.0%ETFVNQVanguard Real Estate ETF$911,11711,1510.8%ETFQQQInvesco QQQ$848,0521,9350.7%FinanceIYFiShares U.S. Financials ETF$749,7548,2800.6%ETFRSPFInvesco S&P 500 Equal Weight Financials ETF$740,82912,3000.6%ETFRSPHInvesco S&P 500 Equal Weight Health Care ETF$655,68621,9000.6%ETFDFATDimensional U.S. Targeted Value ETF$635,21212,3510.5%ETFVBRVanguard Small-Cap Value ETF$628,9243,4600.5%ETFIYHiShares U.S. Healthcare ETF$617,87210,5800.5%ETFVYMVanguard High Dividend Yield ETF$543,2934,6800.5%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$508,10010,0000.4%ManufacturingIWOiShares Russell 2000 Growth ETF$484,6781,8980.4%ETFVOOVanguard S&P 500 ETF$346,5437380.3%ETFCOSTCostco Wholesale$336,4034600.3%Retail/WholesaleAMZNAmazon.com$333,1731,7900.3%Retail/WholesaleNKSHNational Bankshares$310,22510,6790.3%FinanceJPMJPMorgan Chase & Co.$268,3361,4680.2%FinanceETNEaton$254,1637980.2%Industrial ProductsDHRDanaher$249,5481,0400.2%Multi-Sector ConglomeratesCVXChevron$242,2551,5240.2%Oils/EnergyBRK.BBerkshire Hathaway$201,6305000.2%FinanceARIApollo Commercial Real Estate Finance$134,50012,5000.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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