Institutions / Portland Financial Advisors Inc
Portland Financial Advisors Inc
CIK 2054942 · Institution · as of Dec 31, 2025
Portfolio value
$47.03M
Positions
77
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 77 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $2.33M | 5.0% |
| WisdomTree Tr | $2.32M | 4.9% |
| iShares MSCI UAE ETF | $2.26M | 4.8% |
| Omega Healthcare Investors Inc | $2.25M | 4.8% |
| SPDR S&P 500 ETF Tr | $1.98M | 4.2% |
| Vanguard Whitehall Fds | $1.57M | 3.3% |
| SPDR Series Trust | $1.57M | 3.3% |
| iShares Inc | $1.44M | 3.1% |
| State Street SPDR S&P Oil & Gas Exploration & Production ETF | $1.26M | 2.7% |
| SPDR Series Trust | $1.06M | 2.3% |
| SPDR Index Shs Fds | $977.4K | 2.1% |
| iShares Tr | $973.3K | 2.1% |
| Vanguard Intl Equity Index F | $896.5K | 1.9% |
| SPDR Series Trust | $796.5K | 1.7% |
| Berkshire Hathaway Inc Del | $754.8K | 1.6% |
| Invesco Exch Traded Fd Tr II | $701.2K | 1.5% |
| iShares Tr | $692.0K | 1.5% |
| Invesco Exch Traded Fd Tr II | $691.6K | 1.5% |
| iShares Tr | $666.1K | 1.4% |
| Vanguard Index Fds | $657.8K | 1.4% |
| iShares Tr | $657.1K | 1.4% |
| Global X Fds | $626.5K | 1.3% |
| Vanguard Index Fds | $620.5K | 1.3% |
| WisdomTree Tr | $606.5K | 1.3% |
| Warren E. Buffett | $599.2K | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.