Opus Financial Solutions LLC
CIK: 0001934041SEC EDGAR →
Portfolio Value
$106.0M
Holdings
103
As of
Q4 2025
New Positions
103
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FIRST TR EXCHNG TRADED FD VI | 242,527 | $8.3M | 7.84% |
| 2 | VANGUARD BD INDEX FDS | 94,417 | $7.0M | 6.60% |
| 3 | VANGUARD WHITEHALL FDS | 69,792 | $6.4M | 6.02% |
| 4 | VANGUARD INDEX FDS | 8,571 | $4.2M | 3.95% |
| 5 | SCHWAB STRATEGIC TR | 135,488 | $4.0M | 3.81% |
| 6 | DIMENSIONAL ETF TRUST | 67,860 | $3.4M | 3.20% |
| 7 | VANGUARD SPECIALIZED FUNDS | 15,179 | $3.3M | 3.15% |
| 8 | VANGUARD WORLD FD | 14,816 | $3.1M | 2.95% |
| 9 | VANGUARD BD INDEX FDS | 38,729 | $3.1M | 2.88% |
| 10 | VANGUARD MALVERN FDS | 61,049 | $3.0M | 2.85% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 74 | $86.9M | 82.0% |
| Unknown | 19 | $9.2M | 8.7% |
| Technology | 6 | $5.6M | 5.3% |
| Consumer Cyclical | 2 | $2.5M | 2.3% |
| Communication Services | 2 | $1.8M | 1.7% |