Oregon Pacific Wealth Management, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationmedford, OR
- CIK0002043757
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
130 | $105.67 M | TIDAL TR II, MSFT, ROE, TIDAL TR II | 13F-HR | Jul 15, 2025 | 000166773125000808 | ||
124 | $100.09 M | TIDAL TR II, MSFT, ROE, TIDAL TR II | 13F-HR | Apr 28, 2025 | 000166773125000537 | ||
119 | $102.01 M | TIDAL TR II, MSFT, DSTL, TIDAL TR II | 13F-HR | Jan 24, 2025 | 000166773125000124 |