Oregon Pacific Wealth Management, LLC
Oregon Pacific Wealth Management, LLC reported 115 positions worth $106.6M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: GQQQ (10.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GQQQ | SH | $10.8M | 10.13% | 297,176 | — | — | |
| ▸ 2 | SPDW | SH | $7.6M | 7.11% | 150,423 | — | — | |
| ▸ 3 | AGGA | SH | $6.7M | 6.30% | 267,164 | — | — | |
| ▸ 4 | ROE | SH | $4.9M | 4.60% | 114,997 | — | — | |
| ▸ 5 | IEMG | SH | $4.6M | 4.31% | 55,487 | — | — | |
| ▸ 6 | SPYM | SH | $4.3M | 4.01% | 48,632 | — | — | |
| ▸ 7 | DMBS | SH | $3.8M | 3.53% | 76,636 | — | — | |
| ▸ 8 | PPI | SH | $3.6M | 3.35% | 167,823 | — | — | |
| ▸ 9 | PYLD | SH | $2.6M | 2.47% | 99,391 | — | — | |
| ▸ 10 | IVV | SH | $2.6M | 2.44% | 3,470 | — | — |
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Frequently Asked Questions
What stocks does Oregon Pacific Wealth Management, LLC hold as of Q2 2026?
Oregon Pacific Wealth Management, LLC reported 115 positions worth $106.6M in its Q2 2026 13F filing. Largest positions: GQQQ (10.1%), SPDW (7.1%), AGGA (6.3%), ROE (4.6%) and IEMG (4.3%).
What did Oregon Pacific Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Oregon Pacific Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.