Portland Financial Advisors Inc: summary

Portland Financial Advisors Inc reported 92 positions with a reported value of $57.52M in its 13F for Q3 2026. Compared with Q2 2026: 7 new positions, 4 exited.

Top positions

• VANGUARD MORNINGSTAR MID-CAP ETF
• WISDOMTREE TR
• ISHARES TR
• OMEGA HEALTHCARE INVS INC COM
• STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
• STATE STREET SPDR S&P 500 ETF
• VANGUARD HIGH DIVIDEND YIELD INDEX ETF
• SPDR SERIES TRUST
• ISHARES INC
• ISHARES CORE S&P 500 ETF