Oregon Pacific Wealth Management, LLC - Portfolio Stock Holdings
Oregon Pacific Wealth Management, LLC disclosed 127 stock positions in a recent SEC 13F filing. $107,877,084 of stock holdings were filed, with the largest holdings including GQQQ, SPDW, and AGGA. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $156,346,247 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
127Est. Stock Holding Value:
$107,877,084Top Stock Holdings By Sector
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Portfolio Stock Holdings - Oregon Pacific Wealth Management, LLC
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% of Portfolio
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