Cascade Wealth Advisors, Inc
RIA/Wealth
Cascade Wealth Advisors, Inc is a RIA/Wealth based in Wenatchee, WA led by Scott Thomas Blaesing, managing $201.7M across 58 long positions as of Q3 2025 with 89% ETF concentration and 61% concentrated in top 10 holdings.
PresidentScott Thomas Blaesing
- Portfolio Value
- $201.7M
- Positions
- 58
- Top Holding
- SPYI at 8.4%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Cascade Wealth Advisors, Inc's portfolio (61.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $16.9M | 8.40% | -$2.5M Sold | — 320.4K shares | |
ETF ETF | $16.7M | 8.27% | +$5.8M Bought | — 283.9K shares | |
ETF ETF | $15.2M | 7.55% | +$845.1K Bought | — 268.6K shares | |
ETF ETF | $14.2M | 7.02% | +$4.7M Bought | — 169.0K shares | |
ETF ETF | $13.9M | 6.89% | +$3.1M Bought | — 324.1K shares | |
ETF ETF | $12.6M | 6.23% | +$2.6M Bought | — 246.7K shares | |
ETF ETF | $9.9M | 4.89% | +$2.6M Bought | — 190.5K shares | |
ETF ETF | $8.7M | 4.33% | -$3.9M Sold | — 158.2K shares | |
Unknown Unknown | $8.5M | 4.21% | -$3.4M Sold | — 39.1K shares | |
ETF ETF | $7.1M | 3.53% | +$955.9K Bought | — 57.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Cascade Wealth Advisors, Inc's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+187.33% | |
+110.46% | |
+80.85% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-54.01% | |
-44.09% |
Analytics
Portfolio insights and performance metrics for Cascade Wealth Advisors, Inc
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