OREGON PACIFIC WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SCHW | 9K | $822.04K |
 | AMZN | 4K | $928.68K |
 | MSFT | 4K | $1.57M |
 | DIS | 4K | $356.03K |
 | SBUX | 3K | $312.67K |
 | MAS | 3K | $200.79K |
 | IQV | 3K | $536.69K |
 | GOOGL | 3K | $830.19K |
 | XOM | 3K | $482.17K |
 | WFC | 3K | $213.51K |
 | PM | 3K | $423.60K |
 | V | 2K | $682.76K |
 | AMAT | 2K | $742.03K |
 | TSM | 2K | $727.94K |
 | COP | 2K | $265.98K |
 | ABNB | 2K | $241.57K |
 | CHKP | 2K | $267.42K |
 | AAPL | 2K | $436.03K |
 | QCOM | 2K | $203.86K |
 | ICE | 2K | $247.09K |
The Charles Schwab Corporation
SCHW
Shares Held
9K
Value
$822.04K
Amazon.com, Inc.
AMZN
Shares Held
4K
Value
$928.68K
Microsoft Corporation
MSFT
Shares Held
4K
Value
$1.57M
The Walt Disney Company
DIS
Shares Held
4K
Value
$356.03K
Starbucks Corporation
SBUX
Shares Held
3K
Value
$312.67K
Masco Corporation
MAS
Shares Held
3K
Value
$200.79K
IQVIA Holdings Inc.
IQV
Shares Held
3K
Value
$536.69K
Alphabet Inc.
GOOGL
Shares Held
3K
Value
$830.19K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$482.17K
Wells Fargo & Company
WFC
Shares Held
3K
Value
$213.51K
Philip Morris International Inc.
PM
Shares Held
3K
Value
$423.60K
Visa Inc.
V
Shares Held
2K
Value
$682.76K
Applied Materials, Inc.
AMAT
Shares Held
2K
Value
$742.03K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
2K
Value
$727.94K
ConocoPhillips
COP
Shares Held
2K
Value
$265.98K
Airbnb, Inc.
ABNB
Shares Held
2K
Value
$241.57K
Check Point Software Technologies Ltd.
CHKP
Shares Held
2K
Value
$267.42K
Apple Inc.
AAPL
Shares Held
2K
Value
$436.03K
QUALCOMM Incorporated
QCOM
Shares Held
2K
Value
$203.86K
Intercontinental Exchange, Inc.
ICE
Shares Held
2K
Value
$247.09K