Oregon Pacific Wealth Management, LLC has filed its 13F-HR report for the quarter ending September 30, 2026, revealing a total value of $107,877,056 in assets under management. This filing is significant as it provides insights into the firm’s investment strategies and portfolio positions.
Oregon Pacific Wealth Management, based in Medford, Oregon, specializes in wealth management services. The firm is registered with the SEC and operates under the Central Index Key (CIK) number 0002043757. The company has consistently filed 13F reports, showcasing its investment activities and holdings.
The recent filing, accession number 0002043757-26-000001, indicates that the firm holds a total of 137 positions. Notably, the report includes substantial investments in well-known companies such as Alphabet Inc., Amazon.com Inc., and Apple Inc., highlighting the firm's focus on large-cap technology and consumer stocks.
According to the filing, Oregon Pacific Wealth Management exercises sole investment discretion over its holdings, which suggests a strategic approach to portfolio management. The firm’s total reported value reflects a diverse investment strategy aimed at capitalizing on various market opportunities.
This report may have implications for both clients and competitors in the wealth management sector. Clients can gain insights into the firm's investment philosophy and performance, while competitors may analyze Oregon Pacific's strategies to refine their own approaches in a competitive landscape.
Looking ahead, it remains to be seen how Oregon Pacific Wealth Management will adapt its investment strategies in response to market changes. The filing does not specify any upcoming actions or decisions, leaving the future direction of the firm open to speculation.