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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 1 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EA SERIES TRUST 281,801.0 $8.4M 8.72% NEW $29.95
2 SPDW SPDR INDEX SHS FDS 152,585.0 $6.8M 7.00% NEW $44.41 +11.5%
3 SPTI SPDR SERIES TRUST 206,329.0 $6.0M 6.15% NEW $28.84 -2.1%
4 AGGA EA SERIES TRUST 228,001.0 $5.8M 5.96% NEW $25.30 -1.2%
5 ROE EA SERIES TRUST 131,302.0 $4.6M 4.78% NEW $35.27 +12.2%
6 SPYM SPDR SERIES TRUST 53,948.0 $4.3M 4.47% NEW $80.22 +8.4%
7 IEMG ISHARES INC 47,532.0 $3.2M 3.30% NEW $67.22 +18.1%
8 PPI INVESTMENT MANAGERS SER TR I 150,053.0 $2.8M 2.89% NEW $18.63 +16.4%
9 RSSB TIDAL TRUST II 84,657.0 $2.4M 2.46% NEW $28.12 +6.3%
10 MSFT MICROSOFT CORP Technology 3,762.0 $1.8M 1.88% NEW $483.62 -12.8%
11 IVV ISHARES TR 2,211.0 $1.5M 1.56% NEW $684.94 +8.3%
12 ALLW SSGA ACTIVE TR 49,233.0 $1.4M 1.40% NEW $27.49 +8.1%
13 DMBS DOUBLELINE ETF TRUST 25,340.0 $1.3M 1.30% NEW $49.65 -2.3%
14 TIDAL TRUST I 43,084.0 $1.2M 1.28% NEW $28.84
15 AMZN AMAZON COM INC Consumer Cyclical 5,379.0 $1.2M 1.28% NEW $230.82 +14.7%
16 DYNF BLACKROCK ETF TRUST 17,035.0 $1.0M 1.07% NEW $60.81 +8.7%
17 GOOGL ALPHABET INC Communication Services 3,306.0 $1.0M 1.07% NEW $313.00 +26.8%
18 META META PLATFORMS INC Communication Services 1,540.0 $1.0M 1.05% NEW $660.09 -6.9%
19 KBWB INVESCO EXCH TRADED FD TR II 10,441.0 $880K 0.91% NEW $84.29 +0.0%
20 IVE ISHARES TR 4,079.0 $865K 0.89% NEW $212.07 +6.1%
Page 1 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%