Cascade Wealth Advisors, Inc. has disclosed its latest holdings in a recent filing, revealing a total value of approximately $242 million as of September 30, 2026. This report is significant as it provides insights into the company's investment strategy and its positions in various sectors.

The firm, based in Wenatchee, Washington, is categorized under the SIC description of other financial investment activities. The filing indicates that Cascade Wealth Advisors has made substantial investments in prominent companies, including Apple Inc., Amazon.com Inc., and Alphabet Inc., among others.

Company Background

Cascade Wealth Advisors, Inc. operates within the financial services sector, focusing on wealth management and investment advisory services. The company is incorporated in Washington and has been actively filing with the SEC under the Central Index Key (CIK) number 0002018936. Recent filings include several 13F-HR reports, with the latest submitted on November 9, 2026, detailing their holdings as of the end of the third quarter.

What the Filing Says

The 13F-HR filing reveals that Cascade Wealth Advisors holds a total of 69 positions, with a combined value of $242,065,680. The report highlights the firm's investment discretion as "SOLE," indicating that it has full control over these investments. Notable holdings include:

  • Apple Inc. - $965,867
  • Amazon.com Inc. - $267,079
  • Alphabet Inc. - $208,698
  • Berkshire Hathaway Inc. - $500,100
  • Costco Wholesale Corporation - $657,633

These figures underscore the firm's strategy of investing in established market leaders across various industries.

Impact

The filing may have implications for investors and competitors in the wealth management sector. By revealing its significant stakes in high-profile companies, Cascade Wealth Advisors positions itself as a key player in the investment landscape. This transparency can influence investor confidence and may prompt other firms to reassess their strategies in response to Cascade's portfolio choices.

What's Next

The filing does not indicate any immediate next steps or upcoming votes. However, stakeholders will likely keep a close eye on Cascade Wealth Advisors' future filings to gauge any shifts in investment strategy or portfolio adjustments.