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Oregon Pacific Wealth Management, LLC
Oregon Pacific Wealth Management, LLC is a comprehensive wealth management and investment advisory firm headquartered in Medford, Oregon. Founded in 2016, the firm provides personalized financial planning, tax strategies, and investment management to individuals, families, and institutions, with a client-focused approach that emphasizes unbiased advice, fiduciary responsibility, and long-term partnerships. The team consists of 5 to 6 employees and serves primarily high net worth and individual clients.
Investment Strategy
Oregon Pacific Wealth Management offers tailored financial planning and investment solutions that emphasize long-term wealth growth, preservation, and transfer. The firm employs an unbiased, client-centric approach, avoiding potential conflicts of interest by remaining independent from large broker-dealers. Investment management strategies are designed to suit each client’s goals and risk profile, combining industry expertise with a steady, disciplined process. They focus on navigating all market environments and building resilient portfolios to help clients achieve enduring financial peace of mind.
Latest 13F Filing Activity
Oregon Pacific Wealth Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 132 equity positions with a total 13F market value of $116M. The fund increased holdings in SPDR Index SHS FDS, SPDR Series Trust, Doubleline Etf Trust among other positions. Oregon Pacific Wealth Management, LLC reduced exposure to Tidal TR II, Tidal TR II, PIMCO Etf TR among others.
Top Holdings
Equity Positions (132)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.24% | $7.2M | 13,937 | $425.29 | $517.95 | +$604.1K |
S SPDW | SPDR INDEX SHS FDS | 5.67% | $6.6M | 153,235 | $42.79 | $42.79 | +$6.6M |
R ROE | EA SERIES TRUST | 5.45% | $6.3M | 182,455 | $29.63 | $34.57 | +$626.2K |
R RSSB | TIDAL TR II | 2.88% | $3.3M | 118,233 | $23.26 | $28.18 | -$3.9M |
S SPTI | SPDR SERIES TRUST | 2.70% | $3.1M | 108,233 | $28.90 | $28.90 | +$3.1M |
Industry Allocation
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