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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 5 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DVY ISHARES TR 1,749.0 $265K 0.28% NEW $151.41 +0.7%
82 COWZ PACER FDS TR 4,233.0 $265K 0.28% -6K -57.5% $62.56 +1.6%
83 SPYH NEOS ETF TRUST 4,958.0 $261K 0.27% NEW $52.61 +6.3%
84 SCHZ SCHWAB STRATEGIC TR 10,735.0 $249K 0.26% -56.0 -0.5% $23.22 -1.3%
85 CRM SALESFORCE INC Technology 1,327.0 $248K 0.26% -216.0 -14.0% $186.67 -7.0%
86 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,571.0 $247K 0.26% NEW $157.28 -1.9%
87 GLDM WORLD GOLD TR Financial Services 2,662.0 $247K 0.26% -1K -29.5% $92.69 -2.7%
88 HD HOME DEPOT INC Consumer Cyclical 741.0 $244K 0.25% $328.89 -9.5%
89 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 837.0 $243K 0.25% -74.0 -8.1% $290.49 +1.0%
90 ABNB AIRBNB INC Consumer Cyclical 1,913.0 $242K 0.25% NEW $126.28 +6.4%
91 EFV ISHARES TR 3,236.0 $241K 0.25% -1K -30.3% $74.35 +5.2%
92 GD GENERAL DYNAMICS CORP Industrials 680.0 $233K 0.24% NEW $343.22 -2.5%
93 VTC VANGUARD SCOTTSDALE FDS 2,996.0 $230K 0.24% +134.0 +4.7% $76.83 -1.0%
94 IQDG WISDOMTREE TR 5,595.0 $225K 0.23% NEW $40.14 +4.6%
95 ADSK AUTODESK INC Technology 936.0 $224K 0.23% $239.40 +1.7%
96 IVW ISHARES TR 1,955.0 $221K 0.23% -72.0 -3.5% $113.11 +20.1%
97 WFC WELLS FARGO & CO Financial Services 2,682.0 $214K 0.22% -893.0 -25.0% $79.61 -7.8%
98 MBB ISHARES TR 2,223.0 $211K 0.22% NEW $94.95 -1.5%
99 BDX BECTON DICKINSON & CO Healthcare 1,321.0 $208K 0.22% +199.0 +17.7% $157.23 -9.5%
100 SHLD GLOBAL X FDS 2,898.0 $205K 0.21% NEW $70.84 -10.1%
Page 5 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%