Home › Opus Financial Solutions LLC

Opus Financial Solutions LLC 13F holdings

Filed 2026-07-24 · Opus Financial Solutions LLC · 111 positions · $124.0M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
BUFRFIRST TR EXCHNG TRADED FD VI254.2K$9.3M7.5%
BNDVANGUARD BD INDEX FDS87.9K$6.5M5.2%
VIGIVANGUARD WHITEHALL FDS61.8K$5.8M4.7%
AAPLAPPLE INC17.5K$5.1M4.1%
VUGVANGUARD INDEX FDS57.3K$4.9M4.0%
DFIVDIMENSIONAL ETF TRUST90.1K$4.9M3.9%
VIGVANGUARD SPECIALIZED FUNDS16.9K$4.0M3.2%
SCHYSCHWAB STRATEGIC TR123.5K$3.9M3.2%
VDCVANGUARD WORLD FD14.2K$3.2M2.6%
VTIPVANGUARD MALVERN FDS61.8K$3.1M2.5%
VTVVANGUARD INDEX FDS14.1K$3.1M2.5%
NVDANVIDIA CORPORATION14.2K$2.8M2.3%
BSVVANGUARD BD INDEX FDS36.3K$2.8M2.3%
VXFVANGUARD INDEX FDS8.5K$2.1M1.7%
SCHGSCHWAB STRATEGIC TR59.0K$2.0M1.6%
VBVANGUARD INDEX FDS6.6K$2.0M1.6%
XTISHARES TR23.4K$1.9M1.6%
VNQVANGUARD INDEX FDS19.9K$1.9M1.5%
HGERHARBOR ETF TRUST63.5K$1.9M1.5%
BUFYFIRST TR EXCHNG TRADED FD VI77.0K$1.8M1.5%
AMZNAMAZON COM INC7.6K$1.8M1.5%
MINTPIMCO ETF TR15.8K$1.6M1.3%
SCHDSCHWAB STRATEGIC TR48.9K$1.6M1.3%
EEMVISHARES INC19.9K$1.5M1.2%
BSCRINVESCO EXCH TRD SLF IDX FD73.8K$1.4M1.2%
SCHOSCHWAB STRATEGIC TR59.1K$1.4M1.1%
BSCQINVESCO EXCH TRD SLF IDX FD72.0K$1.4M1.1%
PYLDPIMCO ETF TR52.9K$1.4M1.1%
BONDPIMCO ETF TR13.8K$1.3M1.0%
FLOTISHARES TR24.3K$1.2M1.0%
XLUSELECT SECTOR SPDR TR26.4K$1.2M1.0%
GOOGLALPHABET INC3.2K$1.1M0.9%
BSCSINVESCO EXCH TRD SLF IDX FD55.3K$1.1M0.9%
MSFTMICROSOFT CORP2.9K$1.1M0.9%
VTIVANGUARD INDEX FDS2.8K$1.1M0.8%
JCPBJ P MORGAN EXCHANGE TRADED F21.0K$986,9140.8%
GOOGALPHABET INC2.5K$890,3920.7%
BUFQFIRST TR EXCHNG TRADED FD VI21.2K$834,4880.7%
BIVVANGUARD BD INDEX FDS10.8K$826,5190.7%
ITOTISHARES TR4.9K$799,9950.6%
TSLATESLA INC1.8K$769,2770.6%
USFRWISDOMTREE TR15.0K$755,2430.6%
SCHPSCHWAB STRATEGIC TR28.2K$748,2540.6%
BRK-BBERKSHIRE HATHAWAY INC DEL1.5K$728,0670.6%
QQQINVESCO QQQ TR929$684,1160.6%
DFEVDIMENSIONAL ETF TRUST15.4K$655,6650.5%
DFLVDIMENSIONAL ETF TRUST16.5K$650,5120.5%
QUALISHARES TR2.9K$644,0270.5%
IAPRINNOVATOR ETFS TRUST19.1K$634,1450.5%
VXUSVANGUARD STAR FDS7.2K$613,0830.5%
DFSVDIMENSIONAL ETF TRUST15.5K$599,4990.5%
IJULINNOVATOR ETFS TRUST16.3K$587,6060.5%
PAPRINNOVATOR ETFS TRUST12.5K$525,4740.4%
HYSPIMCO ETF TR5.3K$491,7280.4%
SCHASCHWAB STRATEGIC TR13.0K$470,9630.4%
SCHMSCHWAB STRATEGIC TR12.8K$470,1660.4%
VOVANGUARD INDEX FDS5.7K$462,4720.4%
EDIVSPDR INDEX SHS FDS11.1K$454,8330.4%
EFAVISHARES TR4.8K$423,6390.3%
LDURPIMCO ETF TR4.4K$421,4140.3%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}