Portland Financial Advisors Inc
All holdings · as of Dec 31, 2025
| 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% |
| SPDR SERIES TRUST | $589.6K | 1.3% |
| SPDR SERIES TRUST | $559.2K | 1.2% |
| VANGUARD INDEX FDS | $555.3K | 1.2% |
| VANGUARD INDEX FDS | $553.2K | 1.2% |
| SPDR SERIES TRUST | $552.7K | 1.2% |
| VANGUARD INTL EQUITY INDEX F | $511.2K | 1.1% |
| VANGUARD INTL EQUITY INDEX F | $508.0K | 1.1% |
| WISDOMTREE TR | $499.8K | 1.1% |
| ISHARES TR | $496.5K | 1.1% |
| VANGUARD INTL EQUITY INDEX F | $492.3K | 1.0% |
| SPDR SERIES TRUST | $480.2K | 1.0% |
| SPDR SERIES TRUST | $471.0K | 1.0% |
| EXXON MOBIL CORP | $459.3K | 1.0% |
| SPDR SERIES TRUST | $448.8K | 1.0% |
| SPDR INDEX SHS FDS | $448.2K | 1.0% |
| SCHWAB STRATEGIC TR | $438.7K | 0.9% |
| SCHWAB STRATEGIC TR | $422.2K | 0.9% |
| VANGUARD SPECIALIZED FUNDS | $414.3K | 0.9% |
| Apple Inc. | $406.2K | 0.9% |
| ISHARES TR | $387.9K | 0.8% |
| ISHARES TR | $375.1K | 0.8% |
| BlackRock, Inc. | $368.2K | 0.8% |
| VANGUARD TAX-MANAGED FDS | $347.4K | 0.7% |
| MICROSOFT CORP | $331.3K | 0.7% |
| GLOBAL X FDS | $320.2K | 0.7% |