StockDriftsStockDriftsTop 50 Oregon Pacific Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GQQQ | EA SERIES TRUST | 9.14% | 304.4K | $8.8M | +8.04%(+22.65K) | $27.42(+28.82%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 7.24% | 151.9K | $6.9M | -0.43%(-658) | $41.64(+20.73%) | 2026-03-31 | |
| AGGA | EA SERIES TRUST | 7.05% | 268.7K | $6.8M | +17.84%(+40.68K) | $26.52(-5.41%) | 2026-03-31 | |
| ROE | EA SERIES TRUST | 4.33% | 117.3K | $4.2M | -10.70%(-14.05K) | $30.00(+33.18%) | 2026-03-31 | |
| IEMG | ISHARES INC | 4.33% | 59.5K | $4.2M | +25.21%(+11.98K) | $62.99(+30.26%) | 2026-03-31 | |
| DMBS | DOUBLELINE ETF TRUST | 3.97% | 77.0K | $3.8M | +203.82%(+51.65K) | $49.47(-1.01%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 3.76% | 47.1K | $3.6M | -12.75%(-6.88K) | $75.58(+15.59%) | 2026-03-31 | |
| PPI | INVESTMENT MANAGERS SER TR I | 3.74% | 172.3K | $3.6M | +14.83%(+22.25K) | $17.64(+26.08%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 2.67% | 97.8K | $2.6M | +742.33%(+86.18K) | $26.40(-0.22%) | 2026-03-31 | |
| RSBA | TIDAL TRUST II | 1.86% | 86.0K | $1.8M | new | $20.81(-0.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.14% | +26.46% |
| Top 20 Holdings Unweighted | +6.48% | +20.72% |
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