Cascade Wealth Advisors, Inc

**Cascade Wealth Advisors, Inc.** manages $217M across a portfolio of 57 positions, exhibiting a defensive tilt with significant allocations to income and fixed income strategies. Top holdings reveal a focus on yield and stability, notably with $17.4M in SPYI and $15.6M in VGSH. Further concentration is seen in defensive equity plays, including $14.9M in SHYG and $12.2M in VCIT. The portfolio structure suggests a mandate prioritizing capital preservation and consistent income generation.

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