Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Opus Financial Solutions

Latest statistics and disclosures from Opus Financial Solutions's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001934041

Tip: Access up to 7 years of quarterly data

Positions held by Opus Financial Solutions consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Opus Financial Solutions

Opus Financial Solutions holds 103 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	8.1	$8.6M	254k	33.77	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.7	$7.1M	97k	73.64	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	5.5	$5.9M	66k	88.46	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.9	$4.2M	79k	52.78	View chart
Schwab Strategic Tr Internl Divid (SCHY)	3.9	$4.1M	129k	31.66	View chart
Vanguard Index Fds Growth Etf (VUG)	3.5	$3.8M	8.6k	436.77	View chart
Vanguard World Consum Stp Etf (VDC)	3.2	$3.4M	15k	224.60	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.1	$3.3M	15k	215.06	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.8	$3.0M	60k	49.95	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.8	$3.0M	38k	78.41	View chart
Vanguard Index Fds Value Etf (VTV)	2.5	$2.6M	13k	196.20	View chart
Apple (AAPL)	2.0	$2.2M	8.5k	253.79	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.7	$1.8M	74k	24.27	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.6	$1.7M	20k	88.70	View chart
Harbor Etf Trust Harbor Commodity (HGER)	1.6	$1.7M	56k	31.01	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.6	$1.7M	6.6k	261.92	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.6	$1.7M	56k	30.68	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.6	$1.7M	57k	29.13	View chart
Ishares Tr Future Exponenti (XT)	1.5	$1.6M	24k	68.15	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.3	$1.4M	6.9k	205.80	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.2	$1.3M	49k	26.20	View chart
Amazon (AMZN)	1.2	$1.3M	6.1k	208.27	View chart
Select Sector Spdr Tr State Street Uti (XLU)	1.2	$1.3M	28k	45.89	View chart
NVIDIA Corporation (NVDA)	1.1	$1.2M	6.8k	174.40	View chart
Ishares Msci Emerg Mrkt (EEMV)	1.1	$1.1M	18k	64.73	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	1.1	$1.1M	55k	20.42	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	1.1	$1.1M	58k	19.53	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.0	$1.1M	57k	19.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFY)	1.0	$1.0M	46k	22.38	View chart
Microsoft Corporation (MSFT)	0.9	$1.0M	2.7k	370.13	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$929k	3.2k	287.58	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.9	$917k	20k	47.08	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.9	$904k	9.0k	100.57	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.8	$864k	11k	77.18	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.7	$795k	16k	50.95	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.7	$751k	19k	39.80	View chart
Tesla Motors (TSLA)	0.7	$750k	2.0k	371.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$719k	1.5k	479.20	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.7	$695k	22k	31.67	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$655k	2.0k	320.81	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.6	$639k	13k	50.34	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$613k	2.1k	286.86	View chart
Innovator Etfs Trust Intl Developed (IAUG)	0.6	$606k	21k	28.65	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.6	$597k	18k	33.75	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.6	$594k	22k	26.61	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.5	$583k	10k	56.37	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.5	$554k	16k	35.71	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$553k	2.9k	191.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$543k	940.00	577.18	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.5	$518k	15k	35.04	View chart
Spdr Index Shs Fds State Street Spd (GNR)	0.4	$467k	6.3k	74.67	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.4	$445k	4.9k	91.37	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.4	$432k	15k	28.95	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.4	$431k	4.6k	93.27	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$428k	1.5k	287.18	View chart
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB)	0.4	$414k	8.2k	50.27	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$400k	13k	30.96	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	0.4	$394k	11k	34.47	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.4	$388k	4.0k	95.82	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.4	$383k	16k	23.62	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$381k	13k	29.08	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.4	$380k	11k	36.28	View chart
Innovator Etfs Trust Growth 100 Pwr B (NNOV)	0.4	$375k	14k	27.86	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.4	$372k	13k	29.89	View chart
Spdr Index Shs Fds State Street Spd (EDIV)	0.3	$366k	9.3k	39.48	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.3	$365k	7.3k	49.69	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.3	$356k	11k	33.67	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.3	$356k	7.5k	47.53	View chart
Innovator Etfs Trust Emerging Mkt Pwr (EOCT)	0.3	$354k	11k	31.95	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.3	$348k	9.7k	35.78	View chart
Innovator Etfs Trust International Dv (IOCT)	0.3	$337k	9.6k	35.05	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$334k	7.2k	46.23	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.3	$328k	6.7k	48.93	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$321k	4.3k	75.19	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$321k	3.5k	92.74	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$313k	4.1k	77.11	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$312k	4.6k	68.14	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$306k	7.8k	38.96	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$306k	710.00	430.29	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.3	$300k	3.0k	100.62	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.3	$293k	8.6k	33.93	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.3	$282k	12k	23.65	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.3	$280k	3.0k	92.28	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$278k	3.5k	79.27	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$273k	4.7k	58.54	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.2	$261k	8.9k	29.36	View chart
Innovator Etfs Trust Growth 100 Power (NSEP)	0.2	$258k	9.0k	28.74	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$256k	1.4k	184.28	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.2	$253k	11k	23.65	View chart
JPMorgan Chase & Co. (JPM)	0.2	$251k	852.00	294.16	View chart
Dimensional Etf Trust Emerging Mrktets (DEXC)	0.2	$245k	3.8k	64.86	View chart
Innovator Etfs Trust Intl Dev Pwr Buf (INOV)	0.2	$236k	6.8k	34.69	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$230k	3.2k	71.13	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$224k	3.1k	73.14	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.2	$224k	6.3k	35.32	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.2	$221k	6.1k	36.25	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$218k	4.4k	49.89	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$210k	4.7k	45.12	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$203k	950.00	213.67	View chart
Ishares Tr Glb Cnsm Stp Etf (KXI)	0.2	$202k	3.0k	67.01	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.2	$201k	5.3k	37.49	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.1	$147k	11k	13.79	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.1	$126k	15k	8.52	View chart

Past Filings by Opus Financial Solutions

SEC 13F filings are viewable for Opus Financial Solutions going back to 2026

Opus Financial Solutions 2026 Q1 filed May 8, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z