Oregon Pacific Wealth Management, LLC
All 13F Filings
- Location
- Medford, OR
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 106,593
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 115 | 106,593 | 13F-HR | Oregon Pacific Wealth Management, LLC |
| Q1 2026 | 4/23/2026 | 105 | 95,849 | 13F-HR | Oregon Pacific Wealth Management, LLC |
| Q4 2025 | 1/16/2026 | 116 | 96,802 | 13F-HR | Oregon Pacific Wealth Management, LLC |
| Q3 2025 | 10/22/2025 | 138 | 115,702 | 13F-HR | Oregon Pacific Wealth Management, LLC |
| Q2 2025 | 7/15/2025 | 130 | 105,667 | 13F-HR | Oregon Pacific Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 36.67 K | 34.8% | 0 | 12.66 K | -12.66 K |
| ETFs | 68.7 K | 65.2% | 23.65 K | 0 | 23.65 K |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
106,593
Holdings
115
QoQ value change ($000)
10,744
(11.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.