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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 7 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ORCL ORACLE CORP Technology 1,594.0 $311K 0.05% NEW $194.91 -5.4%
122 SONY SONY GROUP CORP Technology 11,980.0 $307K 0.05% NEW $25.60 -20.6%
123 FFEB FIRST TR EXCHNG TRADED FD VI 5,094.0 $288K 0.05% NEW $56.62 +7.7%
124 V VISA INC Financial Services 810.0 $284K 0.05% NEW $350.71 -6.7%
125 UNP UNION PAC CORP Industrials 1,188.0 $275K 0.04% NEW $231.32 +11.0%
126 CRWD CROWDSTRIKE HLDGS INC Technology 577.0 $270K 0.04% NEW $468.76 +46.1%
127 CLX CLOROX CO DEL Consumer Defensive 2,671.0 $269K 0.04% NEW $100.83 -5.0%
128 RTX RTX CORPORATION Industrials 1,464.0 $268K 0.04% NEW $183.40 +1.2%
129 OKTA OKTA INC Technology 3,025.0 $262K 0.04% NEW $86.47 +36.2%
130 IDEV ISHARES TR 3,124.0 $258K 0.04% NEW $82.48 +8.6%
131 DIS DISNEY WALT CO Communication Services 2,233.0 $254K 0.04% NEW $113.77 -8.7%
132 QUAL ISHARES TR 1,277.0 $254K 0.04% NEW $198.62 +8.7%
133 PEP PEPSICO INC Consumer Defensive 1,754.0 $252K 0.04% NEW $143.53 -1.1%
134 WMT WALMART INC Consumer Defensive 2,242.0 $250K 0.04% NEW $111.41 +5.2%
135 SCHZ SCHWAB STRATEGIC TR 10,647.0 $249K 0.04% NEW $23.37 -1.1%
136 ABT ABBOTT LABS Healthcare 1,976.0 $248K 0.04% NEW $125.29 -29.4%
137 JPM JPMORGAN CHASE & CO. Financial Services 759.0 $245K 0.04% NEW $322.14 +1.0%
138 SPTM SPDR SERIES TRUST 3,027.0 $239K 0.04% NEW $78.97 +15.1%
139 VTV VANGUARD INDEX FDS 1,228.0 $235K 0.04% NEW $190.99 +13.4%
140 IBM INTERNATIONAL BUSINESS MACHS Technology 780.0 $231K 0.04% NEW $296.21 -15.9%
Page 7 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%