account_balance
Investment manager · 13F filer · SEC CIK 2054942
Portland Financial Advisors Inc
Reported value$57.5Mas of Sep 30, 2026
Positions92 6 new, 3 sold out
Top 10 weight34.6%VO alone is 5%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOVanguard Index FDS
4.9%Added +7%
USFRWisdomtree Tr
4.7%Added +5%
STIPiShares Tr
4.2%Added +5%
OHIOmega Healthcare Investors Inc
3.9%
SPSBSPDR Series Trust
3.4%Added +18%
SPYSPDR S&P 500 ETF Trust
3.3%Trimmed −14%
VYMVanguard Whitehall FDS
3.0%
FLRNSPDR Series Trust
2.5%Added +9%
ACWViShares Inc
2.4%
IVViShares Tr
2.4%
SPEMSPDR Index SHS FDS
2.0%Trimmed −4%
VTVVanguard Index FDS
1.9%Added +30%
VOVanguard Index FDS
4.9%Added +7%
USFRWisdomtree Tr
4.7%Added +5%
STIPiShares Tr
4.2%+5%
OHIOmega Healthcare Investors Inc
3.9%
SPSBSPDR Series Trust
3.4%
SPYSPDR S&P 500 ETF Trust
3.3%−14%
VYMVanguard Whitehall FDS
3.0%
FLRNSPDR Series Trust
2.5%
ACWViShares Inc
2.4%
IVV2.4%
SPEM2.0%
VTV1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VO Vanguard Index FDS 4.9% Added +7%
USFR Wisdomtree Tr 4.7% Added +5%
STIP iShares Tr 4.2% Added +5%
OHI Omega Healthcare Investors Inc 3.9% HeldSPSB SPDR Series Trust 3.4% Added +18%
SPY SPDR S&P 500 ETF Trust 3.3% Trimmed −14%VYM Vanguard Whitehall FDS 3.0% Held
FLRN SPDR Series Trust 2.5% Added +9%
ACWV iShares Inc 2.4% Held
IVV iShares Tr 2.4% Held
SPEM SPDR Index SHS FDS 2.0% Trimmed −4%
VTV Vanguard Index FDS 1.9% Added +30%
What changed
Biggest moves since Jun 30, 2026
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