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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 2 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPTI SPDR SERIES TRUST 35,055.0 $995K 0.93% -1K -4.0% $28.39 -0.6%
22 SPYG SPDR SERIES TRUST 8,262.0 $983K 0.92% +898.0 +12.2% $118.99 +1.0%
23 IVE ISHARES TR 4,117.0 $935K 0.88% $227.06 +4.6%
24 GOOGL ALPHABET INC Communication Services 2,605.0 $931K 0.87% -282.0 -9.8% $357.37 -2.9%
25 IUSB ISHARES TR 19,696.0 $909K 0.85% +2K +13.0% $46.15 -0.9%
26 QQQI NEOS ETF TRUST 15,833.0 $899K 0.84% -798.0 -4.8% $56.79 -4.7%
27 BLACKROCK ETF TRUST 24,361.0 $892K 0.84% +6K +31.6% $36.60
28 VTI VANGUARD INDEX FDS 2,389.0 $884K 0.83% $370.04 +2.2%
29 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,799.0 $859K 0.81% -355.0 -16.5% $477.57 -12.6%
30 BKNG BOOKING HOLDINGS INC Consumer Cyclical 4,622.0 $824K 0.77% +4K +2384.9% $178.24 +19.9%
31 RSST TIDAL TRUST II 25,157.0 $822K 0.77% -175.0 -0.7% $32.69 +1.7%
32 META META PLATFORMS INC Communication Services 1,427.0 $804K 0.75% -8.0 -0.6% $563.29 +1.2%
33 RDFI COLLABORATIVE INVESTMNT SER 33,417.0 $796K 0.75% +3K +8.1% $23.82 -1.4%
34 SCHW SCHWAB CHARLES CORP Financial Services 8,598.0 $793K 0.74% -149.0 -1.7% $92.27 +21.7%
35 SPYI NEOS ETF TRUST 14,752.0 $783K 0.73% -649.0 -4.2% $53.09 +0.8%
36 V VISA INC Financial Services 2,214.0 $760K 0.71% -45.0 -2.0% $343.09 +12.0%
37 DDWM WISDOMTREE TR 16,447.0 $760K 0.71% -670.0 -3.9% $46.18 +3.3%
38 BND VANGUARD BD INDEX FDS 10,147.0 $745K 0.70% +340.0 +3.5% $73.41 -1.0%
39 EAGG ISHARES TR 15,247.0 $723K 0.68% +3K +22.0% $47.41 -1.0%
40 BLACKROCK ETF TRUST 8,609.0 $690K 0.65% -697.0 -7.5% $80.16
Page 2 of 6  ·  115 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%