13F Filings History of Oregon Pacific Wealth Management, LLC

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$96,801,996
Signature - Title
Audrey R. Creak - CCO
Location
Medford, OR
Summary
This page shows a list of all the recent 13F filings made by Oregon Pacific Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Oregon Pacific Wealth Management, LLC reported 116 stock holdings with total value $96,801,996 as of Q4 2025. Top holdings included GQQQ, SPDW, SPTI, AGGA, and ROE.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 116 $96,801,996 +$14,621,122 -$34,649,605 -$20,028,483 GQQQ, SPDW, SPTI, AGGA, ROE 13F-HR 16 Jan 2026, 17:18
Q3 2025 138 $115,701,928 +$41,247,928 -$36,079,000 +$5,168,928 MSFT, SPDW, GQQQ, ROE, AGGA 13F-HR 22 Oct 2025, 11:32
Q2 2025 130 $105,667,368 +$4,237,178 -$5,799,802 -$1,562,624 RSSB, MSFT, ROE, RSST, COWZ 13F-HR 15 Jul 2025, 08:55
Q1 2025 124 $100,085,180 +$20,187,652 -$20,955,091 -$767,439 RSSB, MSFT, ROE, RSST, COWZ 13F-HR 28 Apr 2025, 09:58
Q4 2024 119 $102,010,269 $0 $0 $0 RSSB, MSFT, DSTL, RSST, COWZ 13F-HR 24 Jan 2025, 15:20