# EDGAR Filing Document

**Accession Number:** 0002018936
**File Stem:** 0002018936-26-000001
**Filing Date:** 2026-2
**Character Count:** 9724
**Document Hash:** 8abcff523b923c2e3c6f6298d1fb17ff
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002018936-26-000001.hdr.sgml**: 20260204

**ACCESSION NUMBER**: 0002018936-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260204

**DATE AS OF CHANGE**: 20260204

**EFFECTIVENESS DATE**: 20260204

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Cascade Wealth Advisors, Inc
- **CENTRAL INDEX KEY:** 0002018936

**ORGANIZATION NAME:**
- **EIN:** 452487965
- **STATE OF INCORPORATION:** WA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24059
- **FILM NUMBER:** 26597730

**BUSINESS ADDRESS:**
- **STREET 1:** 135 S WORTHEN ST, SUITE 300
- **CITY:** WENATCHEE
- **STATE:** WA
- **ZIP:** 98801
- **BUSINESS PHONE:** 509-886-8866

**MAIL ADDRESS:**
- **STREET 1:** PO BOX 3281
- **CITY:** WENATCHEE
- **STATE:** WA
- **ZIP:** 98807

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Cascade Wealth Advisors Inc<br>**Address:** PO BOX 3281<br>WENATCHEE, WA 98807

**Form 13F File Number:** 028-24059

**CRD Number (if applicable):** 000158470

**SEC File Number (if applicable):** 801-122620

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Scott T Blaesing<br>**Title:** President and CCO<br>**Phone:** 5098868866

**Signature, Place, and Date of Signing:**

Scott T Blaesing  Wenatchee, WA  02-04-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 57

**Form 13F Information Table Value Total:** $216860844

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 |  | 266096 | 1095 | SH |  | SOLE | 0 | 0 | 0 | 1095 |
| APPLE INC | COM | 037833100 |  | 721816 | 2815 | SH |  | SOLE | 0 | 0 | 0 | 2815 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 438452 | 926 | SH |  | SOLE | 0 | 0 | 0 | 926 |
| BLACKROCK ETF TRUST II | ISHARES AAA CLO | 092528504 |  | 11782308 | 226517 | SH |  | SOLE | 0 | 0 | 0 | 226517 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 599720 | 624 | SH |  | SOLE | 0 | 0 | 0 | 624 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 957006 | 19942 | SH |  | SOLE | 0 | 0 | 0 | 19942 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 3429055 | 84983 | SH |  | SOLE | 0 | 0 | 0 | 84983 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 605284 | 16846 | SH |  | SOLE | 0 | 0 | 0 | 16846 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 2355747 | 57612 | SH |  | SOLE | 0 | 0 | 0 | 57612 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 7262551 | 98395 | SH |  | SOLE | 0 | 0 | 0 | 98395 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 677466 | 10735 | SH |  | SOLE | 0 | 0 | 0 | 10735 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 767340 | 21762 | SH |  | SOLE | 0 | 0 | 0 | 21762 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 735355 | 18992 | SH |  | SOLE | 0 | 0 | 0 | 18992 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 |  | 391087 | 11674 | SH |  | SOLE | 0 | 0 | 0 | 11674 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 4370162 | 89571 | SH |  | SOLE | 0 | 0 | 0 | 89571 |
| DIREXION SHS ETF TR | NAS100 EQL WGT | 25459Y207 |  | 271367 | 2555 | SH |  | SOLE | 0 | 0 | 0 | 2555 |
| EATON CORP PLC | SHS | G29183103 |  | 277161 | 798 | SH |  | SOLE | 0 | 0 | 0 | 798 |
| FRANKLIN TEMPLETON ETF TR | INTL COR DIV TIL | 35473P108 |  | 317520 | 7720 | SH |  | SOLE | 0 | 0 | 0 | 7720 |
| INVESCO EXCHANGE TRADED FD T | S SMLCP MOMENT | 46137V498 |  | 273636 | 3577 | SH |  | SOLE | 0 | 0 | 0 | 3577 |
| INVESCO EXCHANGE TRADED FD T | S EQL TEC | 46137V282 |  | 6776511 | 139005 | SH |  | SOLE | 0 | 0 | 0 | 139005 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1062325 | 1678 | SH |  | SOLE | 0 | 0 | 0 | 1678 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 591806 | 1718 | SH |  | SOLE | 0 | 0 | 0 | 1718 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 7616733 | 109672 | SH |  | SOLE | 0 | 0 | 0 | 109672 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 1341510 | 6117 | SH |  | SOLE | 0 | 0 | 0 | 6117 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 2024977 | 4279 | SH |  | SOLE | 0 | 0 | 0 | 4279 |
| ISHARES TR | U.S. FINLS ETF | 464287788 |  | 446981 | 3527 | SH |  | SOLE | 0 | 0 | 0 | 3527 |
| ISHARES TR | EXPANDED TECH | 464287515 |  | 1062322 | 10945 | SH |  | SOLE | 0 | 0 | 0 | 10945 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 252855 | 4768 | SH |  | SOLE | 0 | 0 | 0 | 4768 |
| ISHARES TR | CRE U S REIT ETF | 464288521 |  | 1317870 | 22900 | SH |  | SOLE | 0 | 0 | 0 | 22900 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 |  | 14938807 | 346688 | SH |  | SOLE | 0 | 0 | 0 | 346688 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 |  | 12874441 | 252341 | SH |  | SOLE | 0 | 0 | 0 | 252341 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 10069100 | 172357 | SH |  | SOLE | 0 | 0 | 0 | 172357 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 368142 | 1224 | SH |  | SOLE | 0 | 0 | 0 | 1224 |
| MICROSOFT CORP | COM | 594918104 |  | 3690466 | 7662 | SH |  | SOLE | 0 | 0 | 0 | 7662 |
| NEOS ETF TRUST | NASDAQ 100 HIGH | 78433H675 |  | 10413578 | 191075 | SH |  | SOLE | 0 | 0 | 0 | 191075 |
| NEOS ETF TRUST | RUSSELL 2000 HIG | 78433H634 |  | 5885002 | 116581 | SH |  | SOLE | 0 | 0 | 0 | 116581 |
| NEOS ETF TRUST | REAL ESTATE HIGH | 78433H618 |  | 5211596 | 106751 | SH |  | SOLE | 0 | 0 | 0 | 106751 |
| NEOS ETF TRUST | MSCI EAFE HIGH | 78433H543 |  | 7747774 | 149053 | SH |  | SOLE | 0 | 0 | 0 | 149053 |
| NEOS ETF TRUST | NEOS S 500 HI | 78433H303 |  | 17441212 | 329951 | SH |  | SOLE | 0 | 0 | 0 | 329951 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 725570 | 3788 | SH |  | SOLE | 0 | 0 | 0 | 3788 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 205789 | 1120 | SH |  | SOLE | 0 | 0 | 0 | 1120 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 283045 | 9660 | SH |  | SOLE | 0 | 0 | 0 | 9660 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 291177 | 8962 | SH |  | SOLE | 0 | 0 | 0 | 8962 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 353299 | 552 | SH |  | SOLE | 0 | 0 | 0 | 552 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2208585 | 6438 | SH |  | SOLE | 0 | 0 | 0 | 6438 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 3891116 | 19623 | SH |  | SOLE | 0 | 0 | 0 | 19623 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 586192 | 2146 | SH |  | SOLE | 0 | 0 | 0 | 2146 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 5685221 | 11611 | SH |  | SOLE | 0 | 0 | 0 | 11611 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 1577393 | 4896 | SH |  | SOLE | 0 | 0 | 0 | 4896 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 725295 | 14342 | SH |  | SOLE | 0 | 0 | 0 | 14342 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 15606989 | 265515 | SH |  | SOLE | 0 | 0 | 0 | 265515 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 |  | 7254619 | 59567 | SH |  | SOLE | 0 | 0 | 0 | 59567 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 12199129 | 145383 | SH |  | SOLE | 0 | 0 | 0 | 145383 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 6894989 | 86274 | SH |  | SOLE | 0 | 0 | 0 | 86274 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 9246400 | 41293 | SH |  | SOLE | 0 | 0 | 0 | 41293 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 539990 | 3632 | SH |  | SOLE | 0 | 0 | 0 | 3632 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 952909 | 3322 | SH |  | SOLE | 0 | 0 | 0 | 3322 |

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