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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CAT PUT CATERPILLAR INC Industrials 1,000.0 $708K 0.12% NEW $708.46 +39.1%
2 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 227.0 $226K 0.04% NEW $996.56 -4.5%
3 XEL XCEL ENERGY INC Utilities 2,691.0 $214K 0.04% NEW $79.44 -2.6%

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%