Institutions / Opus Financial Solutions LLC

Opus Financial Solutions LLC

CIK 1934041 · Institution · as of Dec 31, 2025

Portfolio value

$105.97M

Positions

103

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 103 →

Company	Class	Value	Shares	% of portfolio
First Tr Exchng Traded Fd VI	—	$8.31M	242,527	7.8%
Vanguard Bd Index Fds	—	$6.99M	94,417	6.6%
Vanguard Whitehall Fds	—	$6.38M	69,792	6.0%
Vanguard Index Fds	—	$4.18M	8,571	3.9%
Schwab Strategic Tr	—	$4.04M	135,488	3.8%
Dimensional ETF Trust	—	$3.39M	67,860	3.2%
Vanguard Specialized Funds	—	$3.34M	15,179	3.1%
Vanguard World Fd	—	$3.13M	14,816	3.0%
Vanguard Bd Index Fds	—	$3.05M	38,729	2.9%
Vanguard Malvern Fds	—	$3.02M	61,049	2.8%
Apple Inc.	—	$2.37M	8,735	2.2%
Vanguard Index Fds	—	$2.20M	11,523	2.1%
Schwab Strategic Tr	—	$1.93M	79,070	1.8%
Schwab Strategic Tr	—	$1.87M	57,444	1.8%
Vanguard Index Fds	—	$1.77M	20,047	1.7%
iShares Tr	—	$1.68M	24,058	1.6%
Vanguard Index Fds	—	$1.67M	6,473	1.6%
Schwab Strategic Tr	—	$1.65M	60,179	1.6%
Amazon.com Inc	—	$1.47M	6,382	1.4%
Vanguard Index Fds	—	$1.42M	6,804	1.3%
Microsoft Corp	—	$1.37M	2,839	1.3%
NVIDIA Corp	—	$1.34M	7,172	1.3%
Select Sector SPDR Tr	—	$1.21M	28,388	1.1%
PIMCO ETF Tr	—	$1.16M	43,443	1.1%
iShares Inc	—	$1.09M	17,036	1.0%

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.