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CIK: 0001934041
Total reported value
$124.0M
$124.0M
103 檔
24.1%
During the Q4 2025 filing period, Opus Financial Solutions LLC (CIK: 0001934041) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $124.0M across 103 reported positions.
During Q4 2025, Opus Financial Solutions LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BUFR, BND, VIGI) accounted for 24.1% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 7.84% | -0.60% | — | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 6.60% | -1.54% | — | |
| 3 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 6.02% | -0.86% | — | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 3.95% | +0.44% | — | |
| 5 | SCHY | Schwab International Dvd ETF | ETF-Other | 3.81% | -0.70% | — | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 3.20% | -0.01% | — | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.15% | +0.10% | — | |
| 8 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 2.95% | -0.60% | — | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.88% | -0.52% | — | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.85% | -0.31% | — | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.24% | +2.04% | — | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 2.08% | +0.03% | — | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.82% | -0.53% | — | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.77% | +0.03% | — | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.67% | -0.09% | — | |
| 16 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 1.58% | +0.05% | — | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.58% | -0.02% | — | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.56% | -0.37% | — | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.39% | +0.25% | — | |
| 20 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.34% | +0.35% | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.30% | -0.09% | — | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.26% | +1.17% | — | |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.14% | -0.22% | — | |
| 24 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.09% | -0.07% | — | |
| 25 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 1.03% | +0.13% | — | |
| 26 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.00% | +0.07% | — | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.95% | +0.05% | — | |
| 28 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.95% | +0.12% | — | |
| 29 | IAPR | Innovator International Deve | ETF-Other | 0.93% | -0.14% | — | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.93% | -0.09% | — | |
| 31 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.92% | -0.15% | — | |
| 32 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.85% | -0.14% | — | |
| 33 | NOCT | Innovator Growth-100 Power B | ETF-Other | 0.75% | -0.55% | EXIT | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.09% | — | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | +0.14% | — | |
| 36 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.70% | -0.29% | — | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.68% | +0.64% | NEW | |
| 38 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.66% | -0.06% | — | |
| 39 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.65% | +0.01% | — | |
| 40 | HGER | Harbor Commodity All Weather | ETF-Commodities | 0.63% | -0.14% | — | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | +0.23% | — | |
| 42 | IJUL | Innovator International Deve | ETF-Other | 0.61% | -0.09% | — | |
| 43 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.60% | +0.44% | — | |
| 44 | IAUG | Innov In Dvlp Pwrb ETF - Aug | ETF-Other | 0.58% | -0.27% | — | |
| 45 | BUFY | Ftvest Lddrdintlmod Buff ETF | ETF-Other | 0.57% | +0.49% | — | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.55% | — | — | |
| 47 | INOV | Inno Int Dev Power Buff Nov | ETF-Other | 0.55% | -0.02% | — | |
| 48 | NNOV | Innovator G-100 Pb ETF - Nov | ETF-Other | 0.54% | -0.04% | — | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.53% | +0.04% | — | |
| 50 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.51% | — | — |
According to official SEC Form 13F filings, Opus Financial Solutions LLC reported a total U.S. public equity portfolio value of $124.0M across 103 disclosed positions in Q4 2025.
During Q4 2025, Opus Financial Solutions LLC's top holdings by market value included BUFR (7.8%)、BND (6.6%)、VIGI (6.0%). The largest single position, BUFR, represented 7.8% of total portfolio value.
In Q4 2025, Opus Financial Solutions LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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