Oregon Pacific Wealth Management, LLC - Portfolio Stock Holdings
Oregon Pacific Wealth Management, LLC disclosed 121 stock positions in a recent SEC 13F filing. $106,311,808 of stock holdings were filed, with the largest holdings including GQQQ, SPDW, and AGGA. This filing represented positions held on June 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:
June 30, 2026No. of Stocks:
121Est. Stock Holding Value:
$106,311,808Top 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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