Portland Financial Advisors Inc
All 13F Filings
- Location
- Port Washington, NY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 57,522
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/26/2026 | 92 | 57,522 | 13F-HR | Portland Financial Advisors Inc |
| Q2 2026 | 8/10/2026 | 89 | 54,805 | 13F-HR | Portland Financial Advisors Inc |
| Q1 2026 | 4/27/2026 | 77 | 48,085 | 13F-HR | Portland Financial Advisors Inc |
| Q4 2025 | 2/6/2026 | 77 | 47,027 | 13F-HR | Portland Financial Advisors Inc |
| Q3 2025 | 10/28/2025 | 78 | 46,910 | 13F-HR | Portland Financial Advisors Inc |
| Q2 2025 | 7/29/2025 | 67 | 41,653 | 13F-HR | Portland Financial Advisors Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 13.34 K | 23.2% | 554 | 0 | 554 |
| ETFs | 43.18 K | 75.1% | 2.091 K | 0 | 2.091 K |
| Debt | 1.006 K | 1.7% | 78 | 0 | 78 |
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Fund Snapshot
Q3 2026
Latest filed
10/26/2026
Total value ($000)
57,522
Holdings
92
QoQ value change ($000)
2,717
(5.0%)
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.