Opes Wealth Management LLC Q4 2025 Filing
Filed February 2, 2026
Portfolio Value
$613.3M
Holdings
144
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (144 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CMECME GROUP INC | 1,426 | $389K | 0.06% | |
| 102 | AKAMAKAMAI TECHNOLOGIES INC | 4,417 | $385K | 0.06% | |
| 103 | VTIVANGUARD INDEX FDS | 1,149 | $385K | 0.06% | |
| 104 | AQLTISHARES TR | 14,445 | $378K | 0.06% | |
| 105 | NOWSERVICENOW INC | 2,465 | $377K | 0.06% | |
| 106 | ADBEADOBE INC | 1,076 | $376K | 0.06% | |
| 107 | EAGGISHARES TR | 7,857 | $375K | 0.06% | |
| 108 | CRMSALESFORCE INC | 1,389 | $367K | 0.06% | |
| 109 | KLACKLA CORP | 299 | $363K | 0.06% | |
| 110 | EFVISHARES TR | 4,958 | $354K | 0.06% | |
| 111 | PYPLPAYPAL HLDGS INC | 6,042 | $352K | 0.06% | |
| 112 | INTCINTEL CORP | 9,424 | $347K | 0.06% | |
| 113 | VVVANGUARD INDEX FDS | 1,093 | $344K | 0.06% | |
| 114 | NEENEXTERA ENERGY INC | 4,256 | $341K | 0.06% | |
| 115 | TSLATESLA INC | 743 | $334K | 0.05% | |
| 116 | IVVISHARES TR | 462 | $316K | 0.05% | |
| 117 | ORCLORACLE CORP | 1,594 | $310K | 0.05% | |
| 118 | SONYSONY GROUP CORP | 11,980 | $306K | 0.05% | |
| 119 | FFEBFIRST TR EXCHNG TRADED FD VI | 5,094 | $288K | 0.05% | |
| 120 | VVISA INC | 810 | $284K | 0.05% | |
| 121 | UNPUNION PAC CORP | 1,188 | $274K | 0.04% | |
| 122 | CRWDCROWDSTRIKE HLDGS INC | 577 | $270K | 0.04% | |
| 123 | CLXCLOROX CO DEL | 2,671 | $269K | 0.04% | |
| 124 | RTXRTX CORPORATION | 1,464 | $268K | 0.04% | |
| 125 | OKTAOKTA INC | 3,025 | $261K | 0.04% | |
| 126 | IDEVISHARES TR | 3,124 | $257K | 0.04% | |
| 127 | DISDISNEY WALT CO | 2,233 | $254K | 0.04% | |
| 128 | QUALISHARES TR | 1,277 | $253K | 0.04% | |
| 129 | PEPPEPSICO INC | 1,754 | $251K | 0.04% | |
| 130 | WMTWALMART INC | 2,242 | $249K | 0.04% | |
| 131 | SCHZSCHWAB STRATEGIC TR | 10,647 | $248K | 0.04% | |
| 132 | ABTABBOTT LABS | 1,976 | $247K | 0.04% | |
| 133 | JPMJPMORGAN CHASE & CO. | 759 | $244K | 0.04% | |
| 134 | SPTMSPDR SERIES TRUST | 3,027 | $239K | 0.04% | |
| 135 | VTVVANGUARD INDEX FDS | 1,228 | $234K | 0.04% | |
| 136 | IBMINTERNATIONAL BUSINESS MACHS | 780 | $231K | 0.04% | |
| 137 | GDGENERAL DYNAMICS CORP | 652 | $219K | 0.04% | |
| 138 | CVXCHEVRON CORP NEW | 1,352 | $206K | 0.03% | |
| 139 | URIUNITED RENTALS INC | 255 | $206K | 0.03% | |
| 140 | IWMISHARES TR | 826 | $203K | 0.03% | |
| 141 | IJRISHARES TR | 1,685 | $202K | 0.03% | |
| 142 | ONTFON24 INC | 22,500 | $179K | 0.03% | |
| 143 | SLQTSELECTQUOTE INC | 59,520 | $83K | 0.01% | |
| 144 | SRTSSENSUS HEALTHCARE INC | 16,065 | $63K | 0.01% |
PreviousPage 2 of 2