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Portfolio (Quarterly) Guide ↗

Opes Wealth Management LLC

· CIK 0001766918
13F Portfolio $609M AUM 146 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 48 Added 44 Reduced 5 Exited
Page 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 8,668.0 $2.5M 0.41% +782.0 +9.9% $287.57 +28.0%
22 XJH ISHARES TR 38,536.0 $1.7M 0.29% +789.0 +2.1% $45.37 +12.7%
23 DON WISDOMTREE TR 31,686.0 $1.7M 0.27% +2K +5.0% $52.54 +6.3%
24 DMXF ISHARES TR 20,590.0 $1.6M 0.26% +620.0 +3.1% $75.45 +12.9%
25 MMIT NEW YORK LIFE INVTS ACTIVE E 42,535.0 $1.0M 0.17% +2K +4.5% $24.10 +1.1%
26 META META PLATFORMS INC Communication Services 1,678.0 $960K 0.16% +14.0 +0.8% $572.20 +0.9%
27 AVSD AMERICAN CENTY ETF TR 12,634.0 $930K 0.15% +435.0 +3.6% $73.65 +9.2%
28 AMAT APPLIED MATLS INC Technology 2,323.0 $794K 0.13% +31.0 +1.4% $341.79 +80.6%
29 DFSU DIMENSIONAL ETF TRUST 18,246.0 $750K 0.12% +300.0 +1.7% $41.09 +13.1%
30 VSGX VANGUARD WORLD FD 10,448.0 $749K 0.12% +837.0 +8.7% $71.73 +16.4%
31 JPIE J P MORGAN EXCHANGE TRADED F 15,744.0 $725K 0.12% +840.0 +5.6% $46.07 -0.3%
32 FLIA FRANKLIN TEMPLETON ETF TR 29,880.0 $605K 0.10% +769.0 +2.6% $20.26 +1.0%
33 CSCO CISCO SYS INC Technology 7,008.0 $544K 0.09% +441.0 +6.7% $77.59 +54.1%
34 ROKU ROKU INC Communication Services 5,558.0 $526K 0.09% +28.0 +0.5% $94.62 +45.9%
35 DGRS WISDOMTREE TR 8,868.0 $470K 0.08% +675.0 +8.2% $52.96 +9.5%
36 VTI VANGUARD INDEX FDS 1,443.0 $463K 0.08% +294.0 +25.6% $320.76 +15.3%
37 KLAC KLA CORP Technology 306.0 $451K 0.07% +7.0 +2.3% $1472.41 -82.4%
38 PLTR PALANTIR TECHNOLOGIES INC Technology 2,921.0 $427K 0.07% +32.0 +1.1% $146.28 -12.2%
39 INTC INTEL CORP Technology 9,479.0 $418K 0.07% +55.0 +0.6% $44.13 +203.6%
40 BND VANGUARD BD INDEX FDS 5,458.0 $402K 0.07% +41.0 +0.8% $73.64 -0.4%
Page 2 of 3  ·  48 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 67.5%
Healthcare 16.2%
Communication Services 5.8%
Consumer Cyclical 2.7%
Financial Services 2.7%
Industrials 2.6%
Basic Materials 1.0%
Consumer Defensive 0.9%
Utilities 0.4%
Energy 0.2%