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Portfolio (Quarterly) Guide ↗

Oregon Pacific Wealth Management, LLC

· CIK 0002043757
13F Portfolio $97M AUM 135 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 116 New
Page 3 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DSI ISHARES TR 4,209.0 $542K 0.56% NEW $128.83 +8.8%
42 DDWM WISDOMTREE TR 12,166.0 $530K 0.55% NEW $43.54 +5.4%
43 VXUS VANGUARD STAR FDS 6,565.0 $495K 0.51% NEW $75.44 +9.7%
44 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,407.0 $493K 0.51% NEW $350.55 +12.0%
45 MUB ISHARES TR 4,563.0 $489K 0.51% NEW $107.11 -1.2%
46 VTEB VANGUARD MUN BD FDS 9,695.0 $488K 0.50% NEW $50.29 -1.1%
47 AMAT APPLIED MATLS INC Technology 1,836.0 $472K 0.49% NEW $256.99 +58.5%
48 AAPL APPLE INC Technology 1,718.0 $467K 0.48% NEW $271.87 +10.0%
49 GOOG ALPHABET INC Communication Services 1,487.0 $467K 0.48% NEW $313.80 +24.0%
50 CEFS EXCHANGE LISTED FDS TR 20,193.0 $465K 0.48% NEW $23.04 +7.2%
51 HYZD WISDOMTREE TR 20,165.0 $454K 0.47% NEW $22.53 +0.3%
52 MA MASTERCARD INCORPORATED Financial Services 795.0 $454K 0.47% NEW $570.88 -10.9%
53 BINC BLACKROCK ETF TRUST II 8,347.0 $440K 0.46% NEW $52.77 -1.6%
54 PM PHILIP MORRIS INTL INC Consumer Defensive 2,739.0 $439K 0.45% NEW $160.40 +18.1%
55 JPM JPMORGAN CHASE & CO. Financial Services 1,336.0 $430K 0.45% NEW $322.22 -6.8%
56 DIS DISNEY WALT CO Communication Services 3,709.0 $422K 0.44% NEW $113.77 -9.5%
57 KMX CARMAX INC Consumer Cyclical 10,750.0 $415K 0.43% NEW $38.64 -5.5%
58 PTLC PACER FDS TR 7,355.0 $409K 0.42% NEW $55.58 +2.8%
59 CRM SALESFORCE INC Technology 1,543.0 $409K 0.42% NEW $264.91 -30.2%
60 BRTR BLACKROCK ETF TRUST II 7,501.0 $381K 0.39% NEW $50.77 -2.3%
Page 3 of 6  ·  116 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 27.7%
Financial Services 24.5%
Communication Services 16.5%
Consumer Cyclical 16.2%
Healthcare 6.1%
Consumer Defensive 3.7%
Energy 3.1%
Basic Materials 1.2%
Industrials 1.1%