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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 1 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EA SERIES TRUST 297,176.0 $10.8M 10.13% -7K -2.4% $36.32
2 SPDW SPDR INDEX SHS FDS 150,423.0 $7.6M 7.11% -2K -1.0% $50.39 +3.5%
3 AGGA EA SERIES TRUST 267,164.0 $6.7M 6.30% -2K -0.6% $25.13 -0.6%
4 ROE EA SERIES TRUST 114,997.0 $4.9M 4.60% -2K -1.9% $42.63 +2.3%
5 IEMG ISHARES INC 55,487.0 $4.6M 4.31% -4K -6.8% $82.84 -1.5%
6 SPYM SPDR SERIES TRUST 48,632.0 $4.3M 4.01% +2K +3.3% $87.88 +2.4%
7 DMBS DOUBLELINE ETF TRUST 76,636.0 $3.8M 3.53% $49.09 -1.2%
8 PPI INVESTMENT MANAGERS SER TR I 167,823.0 $3.6M 3.35% -4K -2.6% $21.29 +1.2%
9 PYLD PIMCO ETF TR 99,391.0 $2.6M 2.47% +2K +1.6% $26.52 -0.9%
10 IVV ISHARES TR 3,470.0 $2.6M 2.44% +818.0 +30.8% $748.89 +2.6%
11 TIDAL TRUST II 86,319.0 $1.8M 1.71% $21.05
12 RSSB TIDAL TRUST II 56,346.0 $1.7M 1.63% -687.0 -1.2% $30.76 +1.4%
13 MSFT MICROSOFT CORP Technology 4,262.0 $1.6M 1.49% $373.02 +31.3%
14 ALLW SSGA ACTIVE TR 50,282.0 $1.5M 1.38% +539.0 +1.1% $29.27 +3.7%
15 TIDAL TRUST I 42,023.0 $1.3M 1.20% -373.0 -0.9% $30.54
16 COLLABORATIVE INVESTMNT SER 48,704.0 $1.2M 1.14% -10K -16.8% $24.99
17 AMZN AMAZON COM INC Consumer Cyclical 4,764.0 $1.1M 1.06% +305.0 +6.8% $238.34 +9.2%
18 KBWB INVESCO EXCH TRADED FD TR II 12,078.0 $1.1M 1.05% -176.0 -1.4% $92.98 +3.5%
19 DYNF BLACKROCK ETF TRUST 16,123.0 $1.1M 1.03% +2K +13.7% $68.01 +1.4%
20 AMAT APPLIED MATLS INC Technology 1,460.0 $1.1M 0.99% -711.0 -32.8% $723.00 -34.0%
Page 1 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%