Oregon Pacific Wealth Management
$106M 13F equity value
121 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Oregon Pacific Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GQQQ | EA SERIES TRUST | 297,176 | $11M | 10.2% |
| SPDW | SPDR INDEX SHS FDS | 150,423 | $8M | 7.1% |
| AGGA | EA SERIES TRUST | 267,164 | $7M | 6.3% |
| ROE | EA SERIES TRUST | 114,997 | $5M | 4.6% |
| IEMG | ISHARES INC | 55,487 | $5M | 4.3% |
| SPYM | SPDR SERIES TRUST | 48,632 | $4M | 4.0% |
| DMBS | DOUBLELINE ETF TRUST | 76,636 | $4M | 3.5% |
| PPI | INVESTMENT MANAGERS SER TR I | 167,823 | $4M | 3.4% |
| PYLD | PIMCO ETF TR | 99,391 | $3M | 2.5% |
| IVV | ISHARES TR | 3,470 | $3M | 2.4% |
Track Oregon Pacific Wealth Management's 13F portfolio: $106M in reported holdings, 121 positions. Top holdings and quarterly changes on SentiSense.
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