Portland Financial Advisors Inc
All 13F Filings
- Location
- Port Washington, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 47,027
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| 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 | 33.23 K | 70.7% | 2.899 K | 0 | 2.899 K |
| ETFs | 13.13 K | 27.9% | 0 | 2.574 K | -2.574 K |
| Debt | 666 | 1.4% | 0 | 214 | -214 |
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Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
47,027
Holdings
77
QoQ value change ($000)
117
(0.2%)
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.