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Disclosed positions
Cascade Financial Partners, LLC: source evidence dated 2026-08-05T03:59:59.999Z.
- Issuer
- ELI LILLY & CO
- Ticker
- LLY
- Class
- COM
- Reported value
- $283,913,665
- Reported amount
- 236,707
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
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: 0002021208-26-000007Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| ELI LILLY & CO | LLY | COM | $283,913,665 | 236,707 | SH | None |
| APPLE INC | AAPL | COM | $54,537,596 | 188,477 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $42,738,813 | 599,843 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $36,718,998 | 49,031 | SH | None |
| WISDOMTREE TR | DOL | TRUE DEV INTL FD | $22,869,667 | 307,535 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $19,488,235 | 235,252 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $18,463,783 | 92,277 | SH | None |
| REVVITY INC | RVTY | COM | $18,098,775 | 162,671 | SH | None |
| ISHARES TR | TIP | TIPS BD ETF | $18,018,379 | 164,657 | SH | None |
| PEPSICO INC | PEP | COM | $17,503,023 | 129,269 | SH | None |
| ISHARES TR | ISHG | 3YRTB ETF | $16,868,880 | 227,206 | SH | None |
| SPDR SERIES TRUST | SPMD | ST STR P400MID | $16,718,938 | 247,468 | SH | None |
| VANGUARD WORLD FD | MGK | MEGA GRWTH IND | $16,517,112 | 187,887 | SH | None |
| AMAZON COM INC | AMZN | COM | $16,424,886 | 68,914 | SH | None |
| ISHARES TR | IEI | 3 7 YR TREAS BD | $15,679,128 | 133,496 | SH | None |
| ISHARES TR | TLH | 10-20 YR TRS ETF | $15,486,694 | 154,327 | SH | None |
| SPDR INDEX SHS FDS | SPDW | ST STR PO EX ETF | $14,585,436 | 289,451 | SH | None |
| SPDR INDEX SHS FDS | SPEM | ST PORT MARK ETF | $13,956,887 | 269,542 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $13,120,978 | 35,458 | SH | None |
| ISHARES TR | MBB | MBS ETF | $12,759,205 | 134,989 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $9,927,618 | 41,956 | SH | None |
| GLOBAL X FDS | PAVE | US INFR DEV ETF | $9,846,245 | 167,112 | SH | None |
| WISDOMTREE TR | DGS | EMG MKTS SMCAP | $9,811,606 | 151,624 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $9,132,212 | 84,856 | SH | None |
| ISHARES TR | SHYG | 0-5YR HI YL CP | $9,123,653 | 215,130 | SH | None |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $8,983,521 | 72,006 | SH | None |
| MICROSOFT CORP | MSFT | COM | $8,725,652 | 23,392 | SH | None |
| AMERICAN CENTY ETF TR | AVES | EMERGING MKT VAL | $8,681,346 | 132,338 | SH | None |
| TESLA INC | TSLA | COM | $8,518,842 | 20,254 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $8,208,362 | 16,404 | SH | None |
| ISHARES TR | SHY | 1 3 YR TREAS BD | $8,185,855 | 99,694 | SH | None |
| SPDR SERIES TRUST | SPIB | ST INTER BD ETF | $7,959,840 | 237,891 | SH | None |
| CROWDSTRIKE HLDGS INC | CRWD | CL A | $7,800,817 | 10,222 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $7,727,820 | 48,901 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $7,636,781 | 94,784 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $7,623,354 | 15,963 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $7,575,275 | 72,923 | SH | None |
| FIRST TR EXCHANGE TRADED FD | AIRR | RBA INDL ETF | $7,541,100 | 56,594 | SH | None |
| AMERICAN CENTY ETF TR | AVLV | US LARGE CAP VLU | $7,147,038 | 78,358 | SH | None |
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $7,124,440 | 20,716 | SH | None |
| WISDOMTREE TR | DEM | EMER MKT HIGH FD | $6,954,013 | 129,281 | SH | None |
| ISHARES TR | SUB | SHRT NAT MUN ETF | $6,775,006 | 63,633 | SH | None |
| WISDOMTREE TR | DES | US SMALLCAP DIVD | $6,414,198 | 157,674 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $6,281,820 | 17,578 | SH | None |
| ISHARES TR | DGRO | CORE DIV GRWTH | $6,191,798 | 81,697 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $5,687,384 | 16,097 | SH | None |
| ISHARES TR | SCZ | EAFE SML CP ETF | $5,654,253 | 68,728 | SH | None |
| PROSHARES TR | REGL | S&P MDCP 400 DIV | $5,599,322 | 61,148 | SH | None |
| VANGUARD WORLD FD | VFH | FINANCIALS ETF | $5,569,648 | 42,323 | SH | None |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $5,473,161 | 108,208 | SH | None |
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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.