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CIK: 0001934041
Total reported value
$124.0M
$124.0M
103 檔
24.1%
At the close of Q1 2026, Opus Financial Solutions LLC disclosed equity holdings valued at approximately $124.0M, spread across 103 reported holdings.
In Q1 2026, Opus Financial Solutions LLC adopted a defensive or profit-taking posture, trimming 52 positions and completely liquidating 10 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 8.09% | -0.60% | +4.88% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 6.74% | -1.54% | +2.83% | |
| 3 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 5.51% | -0.86% | -5.23% | |
| 4 | DFIV | Dimensional International Va | ETF-Other | 3.93% | -0.01% | +16.36% | |
| 5 | SCHY | Schwab International Dvd ETF | ETF-Other | 3.86% | -0.70% | -4.48% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 3.54% | +0.44% | +0.48% | |
| 7 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 3.19% | -0.60% | +1.67% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.12% | +0.10% | +1.41% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.81% | -0.31% | -2.34% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.80% | -0.52% | -2.19% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 2.45% | +0.03% | +15.20% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.04% | +2.04% | -2.23% | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.68% | -0.53% | -6.81% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.64% | -0.09% | -1.98% | |
| 15 | HGER | Harbor Commodity All Weather | ETF-Commodities | 1.64% | -0.14% | +106.76% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 1.62% | -0.02% | +1.36% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.62% | -0.37% | -6.97% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.58% | +0.03% | +0.01% | |
| 19 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 1.51% | +0.05% | -1.94% | |
| 20 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.34% | +0.35% | +1.75% | |
| 21 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.21% | -0.07% | +12.38% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.20% | +0.25% | -3.85% | |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.19% | -0.22% | -2.74% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.12% | +1.17% | -4.89% | |
| 25 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 1.08% | +0.13% | +3.63% | |
| 26 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.06% | -0.15% | +16.26% | |
| 27 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.06% | +0.07% | +6.74% | |
| 28 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.05% | +0.12% | +11.78% | |
| 29 | BUFY | Ftvest Lddrdintlmod Buff ETF | ETF-Other | 0.96% | +0.49% | +68.04% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.95% | -0.09% | -4.47% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.87% | +0.05% | — | |
| 32 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.86% | -0.06% | +32.33% | |
| 33 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.85% | +0.44% | +41.51% | |
| 34 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.81% | -0.14% | -3.24% | |
| 35 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.75% | +0.25% | +56.52% | |
| 36 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.71% | -0.29% | — | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.71% | -0.09% | -7.48% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | -0.09% | — | |
| 39 | IAPR | Innovator International Deve | ETF-Other | 0.65% | -0.14% | -31.65% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | +0.23% | +4.24% | |
| 41 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.60% | +0.01% | -7.33% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.14% | -9.56% | |
| 43 | IAUG | Innov In Dvlp Pwrb ETF - Aug | ETF-Other | 0.57% | -0.27% | -1.60% | |
| 44 | IJUL | Innovator International Deve | ETF-Other | 0.56% | -0.09% | -8.25% | |
| 45 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.56% | +0.04% | +26.59% | |
| 46 | NOCT | Innovator Growth-100 Power B | ETF-Other | 0.55% | -0.55% | EXIT | |
| 47 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.52% | — | -1.68% | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.52% | — | -2.30% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.51% | +0.04% | +2.40% | |
| 50 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.49% | -0.01% | +5.72% |
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 Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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 Q1 2026.
Top New Position Initiated
HYS
市值: $430.6K
Top Position Liquidated / Trimmed
ITOT
前期市值: $724.1K
During Q1 2026, Opus Financial Solutions LLC's top holdings by market value included BUFR (8.1%)、BND (6.7%)、VIGI (5.5%). The largest single position, BUFR, represented 8.1% of total portfolio value.
In Q1 2026, Opus Financial Solutions LLC made 103 total portfolio adjustments, initiating 10 new buys, adding to 31 positions, trimming 52 holdings, and fully liquidating 10 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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