Institutions / Opes Wealth Management LLC
Opes Wealth Management LLC
CIK 1766918 · Institution · as of Dec 31, 2025
Portfolio value
$588.79M
Positions
144
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 144 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $101.79M | 17.3% |
| Schwab Strategic Tr | $32.30M | 5.5% |
| iShares Tr | $25.22M | 4.3% |
| Gilead Sciences, Inc. | $20.82M | 3.5% |
| Schwab Strategic Tr | $19.60M | 3.3% |
| iShares Tr | $16.19M | 2.8% |
| Vanguard Index Fds | $15.45M | 2.6% |
| Schwab Strategic Tr | $14.57M | 2.5% |
| Invesco Exchange Traded Fd T | $14.08M | 2.4% |
| Schwab Strategic Tr | $13.16M | 2.2% |
| Schwab Strategic Tr | $13.02M | 2.2% |
| Vanguard Index Fds | $12.10M | 2.1% |
| Dimensional ETF Trust | $11.15M | 1.9% |
| iShares MSCI UAE ETF | $11.02M | 1.9% |
| Schwab Strategic Tr | $10.28M | 1.7% |
| J P Morgan Exchange Traded F | $9.96M | 1.7% |
| Schwab Strategic Tr | $9.95M | 1.7% |
| Schwab Strategic Tr | $9.78M | 1.7% |
| Vanguard Malvern Fds | $9.70M | 1.6% |
| First Tr Exchng Traded Fd VI | $9.31M | 1.6% |
| Fidelity Merrimack Str Tr | $9.28M | 1.6% |
| iShares Tr | $8.97M | 1.5% |
| Invesco Exch Traded Fd Tr II | $8.66M | 1.5% |
| Invesco Exch Traded Fd Tr II | $8.34M | 1.4% |
| SPDR Index Shs Fds | $8.05M | 1.4% |
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.