Opus Financial Solutions LLC

Est. AUM

$106.1M

13F long equity, this entity only

Positions

103

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$8.6M	254351	8.09%	SOLE
2	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$7.1M	97085	6.73%	SOLE
3	VANGUARD WHITEHALL FDS	INTL DVD ETF	$5.9M	66145	5.51%	SOLE
4	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$4.2M	78964	3.93%	SOLE
5	SCHWAB STRATEGIC TR	INTERNL DIVID	$4.1M	129414	3.86%	SOLE
6	VANGUARD INDEX FDS	GROWTH ETF	$3.8M	8612	3.54%	SOLE
7	VANGUARD WORLD FD	CONSUM STP ETF	$3.4M	15063	3.19%	SOLE
8	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.3M	15393	3.12%	SOLE
9	VANGUARD MALVERN FDS	STRM INFPROIDX	$3.0M	59620	2.81%	SOLE
10	VANGUARD BD INDEX FDS	SHORT TRM BOND	$3.0M	37881	2.80%	SOLE
11	VANGUARD INDEX FDS	VALUE ETF	$2.6M	13274	2.45%	SOLE
12	APPLE INC	COM	$2.2M	8540	2.04%	SOLE
13	SCHWAB STRATEGIC TR	SHT TM US TRES	$1.8M	73682	1.68%	SOLE
14	VANGUARD INDEX FDS	REAL ESTATE ETF	$1.7M	19651	1.64%	SOLE
15	HARBOR ETF TRUST	HARBOR COMMODITY	$1.7M	56006	1.64%	SOLE
16	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.7M	55986	1.62%	SOLE
17	VANGUARD INDEX FDS	SMALL CP ETF	$1.7M	6561	1.62%	SOLE
18	SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.7M	57448	1.58%	SOLE
19	ISHARES TR	FUTURE EXPONENTI	$1.6M	23592	1.51%	SOLE
20	VANGUARD INDEX FDS	EXTEND MKT ETF	$1.4M	6923	1.34%	SOLE
21	PIMCO ETF TR	MULTISECTOR BD	$1.3M	48823	1.20%	SOLE
22	AMAZON COM INC	COM	$1.3M	6136	1.20%	SOLE
23	SELECT SECTOR SPDR TR	STATE STREET UTI	$1.3M	27611	1.19%	SOLE
24	NVIDIA CORPORATION	COM	$1.2M	6821	1.12%	SOLE
25	ISHARES INC	MSCI EMERG MRKT	$1.1M	17655	1.08%	SOLE
26	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$1.1M	55196	1.06%	SOLE
27	INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$1.1M	57664	1.06%	SOLE
28	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$1.1M	56752	1.05%	SOLE
29	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$1.0M	45681	0.96%	SOLE
30	MICROSOFT CORP	COM	$1.0M	2712	0.95%	SOLE
31	ALPHABET INC	CAP STK CL A	$929K	3229	0.88%	SOLE
32	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$917K	19477	0.86%	SOLE
33	PIMCO ETF TR	ENHAN SHRT MA AC	$904K	8989	0.85%	SOLE
34	VANGUARD BD INDEX FDS	INTERMED TERM	$864K	11191	0.81%	SOLE
35	ISHARES TR	FLTG RATE NT ETF	$795K	15610	0.75%	SOLE
36	INNOVATOR ETFS TRUST	US EQT PWR BUF	$751K	18861	0.71%	SOLE
37	TESLA INC	COM	$750K	2017	0.71%	SOLE
38	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$719K	1501	0.68%	SOLE
39	INNOVATOR ETFS TRUST	INTRNL DEV APRL	$695K	21935	0.65%	SOLE
40	VANGUARD INDEX FDS	TOTAL STK MKT	$654K	2040	0.62%	SOLE
41	WISDOMTREE TR	FLOATNG RAT TREA	$639K	12696	0.60%	SOLE
42	ALPHABET INC	CAP STK CL C	$613K	2137	0.58%	SOLE
43	INNOVATOR ETFS TRUST	INTL DEVELOPED	$606K	21155	0.57%	SOLE
44	INNOVATOR ETFS TRUST	INTRNL DEV JULY	$597K	17682	0.56%	SOLE
45	SCHWAB STRATEGIC TR	US TIPS ETF	$594K	22306	0.56%	SOLE
46	INNOVATOR ETFS TRUST	GRWT100 PWR BUF	$583K	10336	0.55%	SOLE
47	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$554K	15517	0.52%	SOLE
48	ISHARES TR	MSCI USA QLT FCT	$553K	2885	0.52%	SOLE
49	INVESCO QQQ TR	UNIT SER 1	$543K	940	0.51%	SOLE
50	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$518K	14795	0.49%	SOLE

1–50 of 103

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.