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Portfolio (Quarterly) Guide ↗

Oregon Pacific Wealth Management, LLC

· CIK 0002043757
13F Portfolio $96M AUM 125 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 35 Added 42 Reduced 31 Exited
Page 2 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 TRPA HARTFORD FDS EXCHANGE TRADED 6,559 $255K 0.26% SOLD
22 NVS NOVARTIS AG Healthcare 1,717 $237K 0.24% SOLD
23 BK BANK NEW YORK MELLON CORP Financial Services 1,995 $232K 0.24% SOLD
24 JEPQ J P MORGAN EXCHANGE TRADED F 3,969 $231K 0.24% SOLD
25 CMCSA COMCAST CORP NEW Communication Services 7,522 $225K 0.23% SOLD
26 BAC BANK AMERICA CORP Financial Services 4,057 $223K 0.23% SOLD
27 MDT MEDTRONIC PLC Healthcare 2,277 $219K 0.23% SOLD
28 IAU ISHARES GOLD TR Financial Services 2,645 $215K 0.22% SOLD
29 XLG INVESCO EXCHANGE TRADED FD T 3,617 $214K 0.22% SOLD
30 BLUEROCK PVT REAL ESTATE FD 11,499 $172K 0.18% SOLD
31 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 23,060 $145K 0.15% SOLD
Page 2 of 2  ·  31 positions
Sector Allocation
Technology 30.9%
Financial Services 19.6%
Consumer Cyclical 16.8%
Communication Services 16.2%
Energy 5.0%
Healthcare 4.1%
Industrials 2.9%
Consumer Defensive 2.8%
Basic Materials 1.6%