Long-term investor
Cascade Wealth Advisors, Inc. @cascadewealthadvisorsinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002018936).
Record
- Tracked since 2025-06-30 (445 days), 48 trades recorded
- Returns: week n/a · month n/a · 90 days +2.7% · 6 months n/a · 1 year +10.0% · all +10.0%
- Max drawdown n/a · win rate 22% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPYI · 7.3% · long · since 2025-06-30
- VGSH · 6.3% · long · since 2025-06-30
- SHYG · 6.2% · long · since 2025-06-30
- CLOA · 5.9% · long · since 2025-06-30
- FLOT · 5.9% · long · since 2025-06-30
- VIG · 5.0% · long · since 2025-06-30
- VCIT · 4.7% · long · since 2025-06-30
- IJH · 4.4% · long · since 2025-06-30
- QQQI · 4.3% · long · since 2025-06-30
- DFAS · 3.8% · long · since 2025-06-30
- VONG · 3.8% · long · since 2025-06-30
- NIHI · 3.5% · long · since 2025-09-30