Oregon Pacific Wealth Management, LLC - Portfolio overview

Oregon Pacific Wealth Management, LLC has 165 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. SPDW - SPDR INDEX SHS FDS, 6.49%
2. ROE - EA SERIES TRUST, 3.90%
3. IEMG - ISHARES INC, 3.89%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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