Cascades Capital Asset Management, Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Cascades Capital Asset Management, Llc disclosed 148 stock positions valued at approximately $270.37M as of quarter-end June 30, 2026. The largest holdings include Vanguard Dividend Appreciation ETF, Vanguard S&P 500 ETF, and Vanguard S&P 500 Value.

Report Period
June 30, 2026
No. of Stocks
148
Portfolio Value
$270.37M
Holdings by Sector
Cascades Capital Asset Management, Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
Vanguard Dividend Appreciation ETFVIGOther11.72%133,957+5,701+4.45%$31,696,790
Vanguard S&P 500 ETFVOOOther10.35%40,743+1,859+4.78%$27,982,468
Vanguard S&P 500 ValueVOOVOther5.24%64,580-996-1.52%$14,156,503
Vanguard Value ETFVTVOther5.07%62,880+13,572+27.52%$13,703,506
Apple IncAAPLTechnology4.62%43,122-647-1.48%$12,477,811
Nvidia CorpNVDATechnology3.85%51,962-3,099-5.63%$10,397,047
Microsoft CorpMSFTTechnology3.45%25,039-1,527-5.75%$9,339,885
Vanguard Growth ETFVUGOther3.04%95,395+79,482+499.48%$8,217,309
Vanguard Mid Cap Index ETFVOOther2.72%91,111+68,943+311.00%$7,340,848
Alphabet Inc Class AGOOGLCommunication Services2.62%19,817+43+0.22%$7,076,011
S P D R S&P 500 ETFSPYOther1.86%6,734+3+0.04%$5,028,441
I Shares 3-7 Year US Treas. ETFIEIOther1.69%38,812-297-0.76%$4,558,474
Wisdomtree Floating Rate Treas. ETFUSFROther1.25%67,224-4,418-6.17%$3,384,742
Schwab Fundamental US Co. IndexFNDXOther1.19%103,835+394+0.38%$3,229,266
Unitedhealth Group IncUNHHealthcare1.19%7,767+40+0.52%$3,228,280
Lilly Eli & CompanyLLYHealthcare1.13%2,539-113-4.26%$3,044,817
Schwab 5 10 Year Corp Bond ETFSCHIOther1.07%128,065+6,555+5.39%$2,899,382
Vanguard Inter-Term Bond ETFVGITOther0.93%42,625+4,119+10.70%$2,514,017
Vanguard Ultra Short Term BondVUSBOther0.90%49,070-3,670-6.96%$2,442,729
JP Morgan Chase & CoJPMFinancial Services0.83%6,827+52+0.77%$2,234,518
First Bancorp N CFBNCFinancial Services0.82%34,679-149-0.43%$2,217,051
Micron Technology IncMUTechnology0.82%1,911+449+30.71%$2,205,697
Industrial Sector ETFXLIOther0.80%11,644+1,794+18.21%$2,156,861
AXS Astoria Inflation Sensitive ETFPPIOther0.79%100,151+25,325+33.85%$2,132,009
Meta PlatformsMETACommunication Services0.76%3,670-633-14.71%$2,067,298
Vanguard Information Tech ETFVGTOther0.76%17,185+15,032+698.19%$2,053,924
Caterpillar IncCATIndustrials0.74%1,887+3+0.16%$2,009,308
Vanguard Short Term Corp BondVCSHOther0.73%24,974+12,393+98.51%$1,973,670
Visa Inc Cl AVFinancial Services0.71%5,599-169-2.93%$1,921,039
Taiwan SemiconductrTSMTechnology0.69%3,895+275+7.60%$1,860,135
Showing 30 of 148 holdings in the latest reporting period.