SEC Form 13F

Portland Financial Advisors Inc 13F Holdings

Report period2026-06-30
Publicly available2026-08-11
Reported value$54,805,489
Positions89

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVOMID CAP ETF$2,679,19433,253
WISDOMTREE TRUSFRFLOATNG RAT TREA$2,566,13850,966
ISHARES TRSTIP0-5 YR TIPS ETF$2,367,35423,173
OMEGA HEALTHCARE INVS INCOHICOM$2,322,58848,712
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$2,171,6072,908
VANGUARD WHITEHALL FDSVYMHIGH DIV YLD$1,738,96211,004
SPDR SERIES TRUSTSPSBST SHOR CORP ETF$1,681,25056,023
ISHARES INCACWVMSCI GBL MIN VOL$1,361,96511,328
SPDR SERIES TRUSTFLRNST STR RATE ETF$1,329,14143,084
ISHARES TRIVVCORE S&P500 ETF$1,328,5311,774

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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