Opus Financial Solutions LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Opus Financial Solutions LLC held in its portfolio 99 assets valued at $105,968,450 (i.e. $105.97M).

The most valuable assets in the portfolio included: FIRST TR EXCHNG TRADED FD VI ($8.91M), VANGUARD BD INDEX FDS ($6.99M), and VANGUARD WHITEHALL FDS ($6.38M).

The chart below shows the top 10 valuable assets, and the table below shows the top 99 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Opus Financial Solutions LLC Portfolio

FIRST TR EXCHNG TRADED FD VI

VANGUARD BD INDEX FDS

VANGUARD WHITEHALL FDS

VANGUARD INDEX FDS

SCHWAB STRATEGIC TR

DIMENSIONAL ETF TRUST

VANGUARD SPECIALIZED FUNDS

VANGUARD WORLD FD

VANGUARD BD INDEX FDS

VANGUARD MALVERN FDS

Opus Financial Solutions LLC - Stock Holdings in 13F Filings (SEC)

Items per page:

0 of 0

Name of Issuer	No. of Shares	Value ($)	Class
FIRST TR EXCHNG TRADED FD VI	269711	8913547	FT VEST LADDERED
VANGUARD BD INDEX FDS	94417	6993467	TOTAL BND MRKT
VANGUARD WHITEHALL FDS	69792	6382460	INTL DVD ETF
VANGUARD INDEX FDS	8571	4181228	GROWTH ETF
SCHWAB STRATEGIC TR	135488	4040248	INTERNL DIVID
DIMENSIONAL ETF TRUST	67860	3386214	INTERNATNAL VAL
VANGUARD SPECIALIZED FUNDS	15179	3336041	DIV APP ETF
VANGUARD WORLD FD	14816	3129667	CONSUM STP ETF
VANGUARD BD INDEX FDS	38729	3052230	SHORT TRM BOND
VANGUARD MALVERN FDS	61049	3019484	STRM INFPROIDX
APPLE INC	8735	2374741	COM
VANGUARD INDEX FDS	11523	2200778	VALUE ETF
SCHWAB STRATEGIC TR	79070	1926936	SHT TM US TRES
SCHWAB STRATEGIC TR	57444	1873828	US LCAP GR ETF
VANGUARD INDEX FDS	20047	1773959	REAL ESTATE ETF
ISHARES TR	24058	1677805	FUTURE EXPONENTI
VANGUARD INDEX FDS	6473	1669710	SMALL CP ETF
SCHWAB STRATEGIC TR	60179	1650719	US DIVIDEND EQ
AMAZON COM INC	6382	1473093	COM
VANGUARD INDEX FDS	6804	1422925	EXTEND MKT ETF
MICROSOFT CORP	2839	1373176	COM
NVIDIA CORPORATION	7172	1337578	COM
SELECT SECTOR SPDR TR	28388	1211884	STATE STREET UTI
PIMCO ETF TR	43443	1159059	MULTISECTOR BD
INNOVATOR ETFS TRUST	40456	1154426	GROWTH 100 PWR B
ISHARES INC	17036	1090985	MSCI EMERG MRKT
INVESCO EXCH TRD SLF IDX FD	54024	1057520	BULSHS 2026 CB
INNOVATOR ETFS TRUST	17203	1048759	GRWT100 PWR BUF
ALPHABET INC	3229	1010689	CAP STK CL A
INVESCO EXCH TRD SLF IDX FD	50769	1002180	BULSHS 2027 CB
INNOVATOR ETFS TRUST	32093	989748	INTRNL DEV APRL
TESLA INC	2180	980390	COM
INVESCO EXCH TRD SLF IDX FD	47475	977985	INVSCO BLSH 28
VANGUARD BD INDEX FDS	11566	900760	INTERMED TERM
BERKSHIRE HATHAWAY INC DEL	1501	754478	CL B NEW
ALPHABET INC	2363	741509	CAP STK CL C
INNOVATOR ETFS TRUST	18861	737842	US EQT PWR BUF
ISHARES TR	4870	724120	CORE S&P TTL STK
J P MORGAN EXCHANGE TRADED F	14719	696945	CORE PLUS BD ETF
WISDOMTREE TR	13700	689400	FLOATNG RAT TREA
HARBOR ETF TRUST	27087	672299	HARBOR COMMODITY
VANGUARD INDEX FDS	1957	656168	TOTAL STK MKT
INNOVATOR ETFS TRUST	19271	645731	INTRNL DEV JULY
PIMCO ETF TR	6352	637340	ENHAN SHRT MA AC
INNOVATOR ETFS TRUST	21500	611890	INTL DEVELOPED
ISHARES TR	2953	586525	MSCI USA QLT FCT
INNOVATOR ETFS TRUST	16926	584624	INTL DEV PWR BUF
INVESCO QQQ TR	918	563937	UNIT SER 1
DIMENSIONAL ETF TRUST	15782	539902	US LARGE CAP VAL
VANGUARD INDEX FDS	1769	513399	MID CAP ETF
ISHARES TR	9973	507227	FLTG RATE NT ETF
ISHARES TR	5842	503873	MSCI EAFE MIN VL
INNOVATOR ETFS TRUST	16259	482058	EMRGNG MKT JULY
SCHWAB STRATEGIC TR	17621	466780	US TIPS ETF
DIMENSIONAL ETF TRUST	13995	460296	US SMALL CAP VAL
INNOVATOR ETFS TRUST	12894	449485	INTERNATIONAL DV
VANGUARD STAR FDS	5908	445712	VG TL INTL STK F
INNOVATOR ETFS TRUST	13584	430084	EMERGING MKT PWR
FIDELITY MERRIMACK STR TR	8265	418705	LTD TRM BD ETF
SCHWAB STRATEGIC TR	14674	417921	US SML CAP ETF
INNOVATOR ETFS TRUST	11425	403857	POWER BUFFER SET
INNOVATOR ETFS TRUST	10808	390817	INTRNL DEV JAN
SPDR INDEX SHS FDS	6253	388561	GLB NAT RESRCE
SCHWAB STRATEGIC TR	12920	388504	US MID-CAP ETF
ISHARES TR	8430	383144	MSCI INTL QUALTY
INVESCO EXCH TRD SLF IDX FD	16203	383120	BULSHS 2026 MUNI
INVESCO EXCHANGE TRADED FD T	8100	380052	RAFI US 1000 ETF
SPDR GOLD TR	913	361831	GOLD SHS
DIMENSIONAL ETF TRUST	10680	351799	INTL SMALL CAP E
INVESCO DB COMMDY INDX TRCK	15704	351141	UNIT
WISDOMTREE TR	7265	339325	EMER MKT HIGH FD
PIMCO ETF TR	3534	339046	ENHNCD LW DUR AC
SCHWAB STRATEGIC TR	7499	339030	FUNDAMENTAL INTL
ISHARES TR	3556	334833	MSCI USA MIN VOL
INVESCO EXCHANGE TRADED FD T	4426	332171	S&P500 QUALITY
ISHARES TR	3280	317766	S&P MC 400GR ETF
INNOVATOR ETFS TRUST	9084	306948	EMRGNG MKT JAN
INNOVATOR ETFS TRUST	10246	303179	EQUITY DEF PROTN
SPDR INDEX SHS FDS	7210	282272	S&P EM MKT DIV
INVESCO EXCH TRD SLF IDX FD	11924	282184	BULSHS 2027 MUNI
FIDELITY COVINGTON TRUST	6738	280975	ENHANCED LARGE
JPMORGAN CHASE & CO.	852	274531	COM
INNOVATOR ETFS TRUST	7502	263545	US SML CP PWR ET
INNOVATOR ETFS TRUST	8965	261957	GROWTH 100 POWER
VANGUARD INDEX FDS	1469	260557	MCAP VL IDXVIP
VANGUARD SCOTTSDALE FDS	3142	250512	SHRT TRM CORP BD
DIMENSIONAL ETF TRUST	6039	230146	INTL CORE EQT MK
DIMENSIONAL ETF TRUST	3257	226915	US SMALL CAP ETF
INNOVATOR ETFS TRUST	6975	225236	INTERNATIONAL DE
DIMENSIONAL ETF TRUST	4787	224032	US CORE EQT MKT
VANGUARD MUN BD FDS	4374	219968	TAX EXEMPT BD
INVESCO EXCH TRADED FD TR II	3067	219045	S&P500 LOW VOL
INNOVATOR ETFS TRUST	4530	210328	US EQTY PWR BUF
DIMENSIONAL ETF TRUST	3414	206615	EMERGING MRKTETS
PALO ALTO NETWORKS INC	1120	206304	COM
CROWDSTRIKE HLDGS INC	440	206254	CL A
FIRST TR EXCHANGE-TRADED FD	4460	204625	SENIOR LN FD
ISHARES TR	4218	202970	CYBERSECURITY
BLACKROCK CORPOR HI YLD FD I	13695	121886	COM