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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 3 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BLACKROCK ETF TRUST 18,509.0 $595K 0.62% NEW $32.15
42 EAGG ISHARES TR 12,501.0 $594K 0.62% -1K -10.3% $47.55 -1.6%
43 MLPA GLOBAL X FDS 10,345.0 $557K 0.58% NEW $53.87 +4.4%
44 IQVIA HLDGS INC 3,147.0 $537K 0.56% +490.0 +18.4% $170.54
45 BINC BLACKROCK ETF TRUST II 10,217.0 $531K 0.55% +2K +22.4% $51.93 -0.0%
46 UTES ETFIS SER TR I 6,599.0 $527K 0.55% NEW $79.90 -1.5%
47 ESGU ISHARES TR 3,680.0 $520K 0.54% -195.0 -5.0% $141.42 +13.2%
48 VXUS VANGUARD STAR FDS 6,621.0 $511K 0.53% +56.0 +0.8% $77.11 +7.7%
49 BERKSHIRE HATHAWAY INC DEL 1,035.0 $496K 0.52% -190.0 -15.5% $479.20
50 MUB ISHARES TR 4,563.0 $484K 0.51% $106.15 -0.4%
51 XOM EXXON MOBIL CORP Energy 2,842.0 $482K 0.50% -199.0 -6.5% $169.66 -3.8%
52 BNDX VANGUARD CHARLOTTE FDS 9,773.0 $470K 0.49% +3K +35.3% $48.05 -0.7%
53 DSI ISHARES TR 3,773.0 $457K 0.48% -436.0 -10.4% $121.19 +15.3%
54 BRTR BLACKROCK ETF TRUST II 9,025.0 $453K 0.47% +2K +20.3% $50.19 -1.1%
55 IDV ISHARES TR 10,412.0 $443K 0.46% NEW $42.56 +5.3%
56 AAPL APPLE INC Technology 1,718.0 $436K 0.46% $253.80 +18.5%
57 PM PHILIP MORRIS INTL INC Consumer Defensive 2,562.0 $424K 0.44% -177.0 -6.5% $165.34 +14.1%
58 GOOG ALPHABET INC Communication Services 1,472.0 $422K 0.44% -15.0 -1.0% $286.86 +35.9%
59 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,391.0 $407K 0.42% -16.0 -1.1% $292.75 +38.5%
60 MA MASTERCARD INCORPORATED Financial Services 754.0 $377K 0.39% -41.0 -5.2% $499.66 -1.4%
Page 3 of 6  ·  105 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 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%