Portland Financial Advisors Inc - Portfolio overview

Portland Financial Advisors Inc has 84 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Real Estate and Financial Services.

Largest reported holdings by portfolio allocation

1. USFR - WISDOMTREE TR, 4.78%
2. STIP - ISHARES TR, 4.63%
3. VO - VANGUARD INDEX FDS, 4.60%

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

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