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Cascade Wealth Advisors Inc boosted its holdings across multiple ETFs in Q1 2026, increasing positions in Dimensional U.S. Small Cap ETF, NEOS Real Estate High Income ETF, Vanguard Russell 1000 Growth ETF, and NEOS S&P 500 High Income ETF, among others. The moves indicate a broad portfolio expansion into real estate and growth-focused funds as it enlarges several top positions.
