Oregon Pacific Wealth Management, LLC
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Medford, OR
CIK
0002043757
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
124
100,085
RSSB, MSFT, ROE, RSST
13F-HR
4/28/2025
000166773125000537
Q4 2024
119
102,010
RSSB, MSFT, DSTL, RSST
13F-HR
1/24/2025
000166773125000124