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Portfolio (Quarterly) Guide ↗

Opes Wealth Management LLC

· CIK 0001766918
13F Portfolio $613M AUM 148 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 148 New
Page 5 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MSFT PUT MICROSOFT CORP Technology 1,800.0 $871K 0.14% NEW $483.62 -21.5%
82 QQQ INVESCO QQQ TR Financial Services 1,372.0 $843K 0.14% NEW $614.31 +20.6%
83 DFSU DIMENSIONAL ETF TRUST 17,946.0 $779K 0.13% NEW $43.43 +7.0%
84 MCO MOODYS CORP Financial Services 1,410.0 $720K 0.12% NEW $510.85 -11.8%
85 JPIE J P MORGAN EXCHANGE TRADED F 14,904.0 $690K 0.11% NEW $46.29 -0.7%
86 VSGX VANGUARD WORLD FD 9,611.0 $688K 0.11% NEW $71.62 +16.6%
87 AGG ISHARES TR 6,602.0 $659K 0.11% NEW $99.89 -1.0%
88 WDAY WORKDAY INC Technology 3,038.0 $653K 0.11% NEW $214.78 -45.6%
89 AMD ADVANCED MICRO DEVICES INC Technology 2,955.0 $633K 0.10% NEW $214.16 +150.9%
90 ROKU ROKU INC Communication Services 5,530.0 $600K 0.10% NEW $108.49 +27.3%
91 AMAT APPLIED MATLS INC Technology 2,292.0 $589K 0.10% NEW $256.99 +140.1%
92 FLIA FRANKLIN TEMPLETON ETF TR 29,111.0 $587K 0.10% NEW $20.18 +1.4%
93 ITOT ISHARES TR 3,920.0 $583K 0.10% NEW $148.69 +10.2%
94 VUG VANGUARD INDEX FDS 1,095.0 $534K 0.09% NEW $487.86 -82.2%
95 PLTR PALANTIR TECHNOLOGIES INC Technology 2,889.0 $514K 0.08% NEW $177.75 -27.7%
96 IHI ISHARES TR 8,160.0 $507K 0.08% NEW $62.15 -21.0%
97 CSCO CISCO SYS INC Technology 6,567.0 $506K 0.08% NEW $77.03 +55.2%
98 QCOM QUALCOMM INC Technology 2,862.0 $489K 0.08% NEW $171.03 +32.2%
99 NXPI NXP SEMICONDUCTORS N V Technology 2,134.0 $463K 0.08% NEW $217.06 +44.3%
100 LLY ELI LILLY & CO Healthcare 412.0 $443K 0.07% NEW $1075.28 +2.2%
Page 5 of 8  ·  148 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 71.0%
Healthcare 13.7%
Communication Services 6.0%
Financial Services 2.9%
Consumer Cyclical 2.4%
Industrials 2.2%
Basic Materials 0.7%
Consumer Defensive 0.7%
Utilities 0.2%
Energy 0.1%