CIK 2043757
Oregon Pacific Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
116
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 101–116 of 116
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IAU | ISHARES GOLD TR | 3K | $100K–$500K | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| EVUS | ISHARES TR | 7K | $100K–$500K | SH |
| MAS | MASCO CORP | 3K | $100K–$500K | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD | 11K | $100K–$500K | SH |
| FSCO | FS CREDIT OPPORTUNITIES CORP | 23K | $100K–$500K | SH |
| ROE | EA SERIES TRUST | 2K | $50K–$100K | SH |
| IEMG | ISHARES INC | 1K | $50K–$100K | SH |
| PPI | INVESTMENT MANAGERS SER TR I | 3K | $50K–$100K | SH |
| ALLW | SSGA ACTIVE TR | 2K | $50K–$100K | SH |
| DMBS | DOUBLELINE ETF TRUST | 1K | $50K–$100K | SH |
| PYLD | PIMCO ETF TR | 1K | $15K–$50K | SH |
| AMZN | AMAZON COM INC | 110 | $15K–$50K | SH |
| RTRE | COLLABORATIVE INVESTMNT SER | 769 | $15K–$50K | SH |
| AAPL | APPLE INC | 68 | $15K–$50K | SH |
| V | VISA INC | 50 | $15K–$50K | SH |