Opes Wealth Management LLC
All holdings · as of Dec 31, 2025
| 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% |
| ISHARES TR | $7.84M | 1.3% |
| ISHARES TR | $7.11M | 1.2% |
| FRANKLIN TEMPLETON ETF TR | $6.46M | 1.1% |
| VANGUARD CHARLOTTE FDS | $6.43M | 1.1% |
| ISHARES TR | $6.12M | 1.0% |
| NVIDIA Corp | $5.99M | 1.0% |
| MICROSOFT CORP | $5.07M | 0.9% |
| INVESCO EXCH TRADED FD TR II | $4.71M | 0.8% |
| Alphabet Inc. | $4.50M | 0.8% |
| SPDR INDEX SHS FDS | $4.21M | 0.7% |
| NUSHARES ETF TR | $4.02M | 0.7% |
| WISDOMTREE TR | $3.72M | 0.6% |
| ISHARES TR | $3.46M | 0.6% |
| FIDELITY COVINGTON TRUST | $3.46M | 0.6% |
| ISHARES TR | $3.43M | 0.6% |
| KRANESHARES TRUST | $3.25M | 0.6% |
| INNOVATOR ETFS TRUST | $3.21M | 0.5% |
| VANGUARD MUN BD FDS | $3.07M | 0.5% |
| First Trust Exchange-Traded Fund VIII | $2.82M | 0.5% |
| CATERPILLAR INC | $2.79M | 0.5% |
| ISHARES TR | $2.61M | 0.4% |
| VANGUARD WHITEHALL FDS | $2.51M | 0.4% |
| VANGUARD INTL EQUITY INDEX F | $2.49M | 0.4% |
| Alphabet Inc. | $2.47M | 0.4% |
| SCHWAB STRATEGIC TR | $2.44M | 0.4% |