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Portfolio (Quarterly) Guide ↗

Oregon Pacific Wealth Management, LLC

· CIK 0002043757
13F Portfolio $107M AUM 156 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 26 Added 56 Reduced 7 Exited
Page 1 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYM SPDR SERIES TRUST 48,632.0 $4.3M 4.01% +2K +3.3% $87.88 +2.6%
2 PYLD PIMCO ETF TR 99,391.0 $2.6M 2.47% +2K +1.6% $26.52 -0.9%
3 IVV ISHARES TR 3,470.0 $2.6M 2.44% +818.0 +30.8% $748.89 +2.7%
4 ALLW SSGA ACTIVE TR 50,282.0 $1.5M 1.38% +539.0 +1.1% $29.27 +3.8%
5 AMZN AMAZON COM INC Consumer Cyclical 4,764.0 $1.1M 1.06% +305.0 +6.8% $238.34 +9.4%
6 DYNF BLACKROCK ETF TRUST 16,123.0 $1.1M 1.03% +2K +13.7% $68.01 +1.5%
7 SPYG SPDR SERIES TRUST 8,262.0 $983K 0.92% +898.0 +12.2% $118.99 +0.9%
8 IUSB ISHARES TR 19,696.0 $909K 0.85% +2K +13.0% $46.15 -1.0%
9 BLACKROCK ETF TRUST 24,361.0 $892K 0.84% +6K +31.6% $36.60
10 BKNG BOOKING HOLDINGS INC Consumer Cyclical 4,622.0 $824K 0.77% +4K +2384.9% $178.24 +19.6%
11 RDFI COLLABORATIVE INVESTMNT SER 33,417.0 $796K 0.75% +3K +8.1% $23.82 -1.4%
12 BND VANGUARD BD INDEX FDS 10,147.0 $745K 0.70% +340.0 +3.5% $73.41 -1.1%
13 EAGG ISHARES TR 15,247.0 $723K 0.68% +3K +22.0% $47.41 -1.1%
14 AAPL APPLE INC Technology 1,937.0 $561K 0.53% +219.0 +12.8% $289.38 +6.6%
15 BERKSHIRE HATHAWAY INC DEL 1,051.0 $526K 0.49% +16.0 +1.6% $500.39
16 IDV ISHARES TR 10,702.0 $443K 0.42% +290.0 +2.8% $41.43 +9.1%
17 AMLP ALPS ETF TR 8,162.0 $423K 0.40% +2K +32.4% $51.85 +5.8%
18 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,331.0 $410K 0.39% +2K +112.0% $123.11 +32.3%
19 GOVT ISHARES TR 17,259.0 $393K 0.37% +2K +12.4% $22.78 -1.0%
20 XHLF BONDBLOXX ETF TRUST 6,454.0 $325K 0.30% +100.0 +1.6% $50.30 -0.0%
Page 1 of 2  ·  26 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.9%
Financial Services 21.8%
Consumer Cyclical 15.1%
Communication Services 14.1%
Healthcare 8.7%
Energy 3.6%
Industrials 3.0%
Consumer Defensive 2.4%
Basic Materials 1.4%