SEC Form 13F

CASCADE INVESTMENT GROUP, INC. 13F Holdings

Inspect CASCADE INVESTMENT GROUP, INC.'s 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-24T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-24
Reported value
$178,297,889
Positions
156

Read this manager's filing book

Step 1 of 3

Disclosed positions

CASCADE INVESTMENT GROUP, INC.: source evidence dated 2026-07-24T03:59:59.999Z.

Issuer
VANGUARD INDEX FDS
Ticker
VTI
Class
TOTAL STK MKT
Reported value
$26,331,831
Reported amount
71,159
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001172661-26-002766
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Browse institutional filings
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Disclosed positions

See the complete disclosed positions
VANGUARD INDEX FDSVTITOTAL STK MKT$26,331,83171,159SHNone
SPDR SERIES TRUSTSPTMST STR PR SP1500$9,086,166100,079SHNone
APPLE INCAAPLCOM$7,948,36427,469SHNone
FIRST TR EXCHANGE-TRADED FDCIBRNASDAQ CYB ETF$5,005,92855,714SHNone
VANGUARD STAR FDSVXUSVG TL INTL STK F$4,910,63957,441SHNone
AMAZON COM INCAMZNCOM$3,273,60013,735SHNone
ALPHABET INCGOOGCAP STK CL C$2,837,9478,032SHNone
SIMON PPTY GROUP INC NEWSPGCOM$2,801,66412,527SHNone
FIRST TR EXCHANGE-TRADED FDSKYYCLOUD COMPUTING$2,674,34419,875SHNone
ISHARES TRARTYFUTU AI TECH ETF$2,624,39734,459SHNone
PEMBINA PIPELINE CORPPBACOM$2,557,62555,300SHNone
CHEVRON CORPORATIONCVXCOM$2,429,22414,655SHNone
MICROSOFT CORPMSFTCOM$2,359,3526,325SHNone
VISA INCVCOM CL A$2,193,0316,392SHNone
ALPHABET INCGOOGLCAP STK CL A$2,130,9975,963SHNone
IRON MTN INC DELIRMCOM$2,116,43216,756SHNone
INTERNATIONAL BUSINESS MACHSIBMCOM$2,099,6267,466SHNone
JPMORGAN CHASE & COJPMCOM$1,951,2495,961SHNone
GLOBAL PARTNERS LPGLPCOM UNITS$1,912,52041,050SHNone
QUANTA SVCS INCPWRCOM$1,838,9822,554SHNone
ALTRIA GROUP INCMOCOM$1,838,10925,547SHNone
ANTERO MIDSTREAM CORPAMCOM$1,795,40078,919SHNone
NEOS ETF TRUSTSPYINEOS S&P 500 HI$1,788,33733,685SHNone
CORNING INCGLWCOM$1,780,8586,972SHNone
OMEGA HEALTHCARE INVS INCOHICOM$1,733,54536,358SHNone
NVIDIA CORPORATIONNVDACOM$1,713,3718,563SHNone
ENERGY TRANSFER L PETCOM UT LTD PTN$1,683,59288,054SHNone
ABBVIE INCABBVCOM$1,628,2666,471SHNone
APPLIED MATLS INCAMATCOM$1,576,1402,180SHNone
VANECK ETF TRUSTBIZDBDC INCOME ETF$1,473,308116,375SHNone
FIRST TR EXCHANGE TRAD FD VIFTGCFST TR GLB FD$1,462,44354,064SHNone
SUNOCO LP/SUNOCO FIN CORPSUNCOM UT REP LP$1,456,65021,580SHNone
VANECK ETF TRUSTRAAXREAL ASSETS ETF$1,456,24636,709SHNone
GLOBAL X FDSDTCRDATA CTR DIG ETF$1,449,98547,744SHNone
THORNBURG ETF TRTXUEINTL EQUITY ETF$1,441,03341,745SHNone
SPDR SERIES TRUSTSPYDST STR SP500DIV$1,438,71230,155SHNone
J P MORGAN EXCHANGE TRADED FJEPIEQUITY PREMIUM$1,430,24325,323SHNone
FORTINET INCFTNTCOM$1,428,6669,300SHNone
JOHNSON & JOHNSONJNJCOM$1,414,2935,569SHNone
GLOBAL X FDSORBXSPACE TECH ETF$1,403,03225,810SHNone
BROADCOM INCAVGOCOM$1,320,6143,496SHNone
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$1,279,97717,436SHNone
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$1,213,9462,426SHNone
HA SUSTAINABLE INFRA CAP INCHASICOM$1,196,88330,650SHNone
FIRST TR EXCHANGE TRADED FDFVDORSEY WRT 5 ETF$1,162,03815,314SHNone
ONEOK INC NEWOKECOM$1,138,82713,099SHNone
ARES CAPITAL CORPARCCCOM$1,078,36258,195SHNone
VANECK MERK GOLD ETFOUNZGOLD SHS$1,050,03427,210SHNone
GOLDMAN SACHS GROUP INCGSCOM$1,041,7111,030SHNone
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$952,1321,275SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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