Portland Financial Advisors Inc: 13F holdings
CIK 20549422026Q2
| Positions | 89 |
|---|
| Reported value | $54.8m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 89 (+12 vs prior quarter) |
|---|
| Reported value | $54.8m (+14.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VO VANGUARD INDEX FDS | 33,253 | $2.7m | 4.9% |
| USFR WISDOMTREE TR | 50,966 | $2.6m | 4.7% |
| STIP ISHARES TR | 23,173 | $2.4m | 4.3% |
| OHI OMEGA HEALTHCARE INVS INC | 48,712 | $2.3m | 4.2% |
| SPY STATE STR SPDR S&P 500 ETF T | 2,908 | $2.2m | 4.0% |
| VYM VANGUARD WHITEHALL FDS | 11,004 | $1.7m | 3.2% |
| SPSB SPDR SERIES TRUST | 56,023 | $1.7m | 3.1% |
| ACWV ISHARES INC | 11,328 | $1.4m | 2.5% |
| FLRN SPDR SERIES TRUST | 43,084 | $1.3m | 2.4% |
| IVV ISHARES TR | 1,774 | $1.3m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2054942")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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