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Portland Financial Advisors Inc.
Portland Financial Advisors Inc, also operating as Markiz Wealth Management, is an independent, locally-owned Registered Investment Adviser headquartered in Port Washington, NY. The firm provides fee-only financial planning, tax planning, and investment management services—with a high level of personal attention—serving primarily high net worth individuals and some charitable organizations. Led by principal Gabriel J. Markiz, a Certified Financial Planner™ and CPA with over 35 years in financial services, the firm is regulated by the SEC and various state agencies. As of 2025, Portland Financial Advisors has one employee.
Investment Strategy
Portland Financial Advisors Inc specializes in fee-only investment advisory services focused on personal financial planning, tax solutions, and investment management. Their approach emphasizes individualized strategies tailored for high net worth clients, offering discretionary and non-discretionary portfolio management. The firm prioritizes independent advice, transparency, and close client relationships, ensuring investment solutions align with each client's unique financial goals while avoiding conflicts of interest common in commission-based models.
Latest 13F Filing Activity
Portland Financial Advisors Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 67 equity positions with a total 13F market value of $42M. The fund increased holdings in RBB FD Inc., Vanguard Scottsdale FDS, Us Bancorp Del among other positions. Portland Financial Advisors Inc. reduced exposure to SPDR Series Trust, Berkshire Hathaway Inc. Del, SPDR Series Trust among others.
Top Holdings
Equity Positions (67)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U USFR | WISDOMTREE TR | 5.55% | $2.3M | 45,948 | $50.32 | $50.31 | +$67.5K |
V VO | VANGUARD INDEX FDS | 5.21% | $2.2M | 7,752 | $264.36 | $279.83 | +$194.4K |
S STIP | ISHARES TR | 5.13% | $2.1M | 20,762 | $100.64 | $102.91 | +$21.1K |
S SPY | SPDR S&P 500 ETF TR | 4.95% | $2.1M | 3,340 | $586.08 | $617.85 | +$195.3K |
O OHI | OMEGA HEALTHCARE INVS INC | 4.55% | $1.9M | 51,732 | $37.85 | $36.65 | -$56.6K |
Industry Allocation
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