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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 1 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 364,108.0 $92.4M 15.18% -10K -2.8% $253.79 +17.4%
2 AAPL PUT APPLE INC Technology 69,000.0 $17.5M 2.88% -1K -1.4% $253.79 +17.4%
3 SPHQ INVESCO EXCHANGE TRADED FD T 186,317.0 $14.0M 2.30% -1K -0.7% $75.19 +18.8%
4 SCHB SCHWAB STRATEGIC TR 539,117.0 $13.5M 2.22% -16K -3.0% $25.10 +15.4%
5 FNDX SCHWAB STRATEGIC TR 471,904.0 $13.1M 2.16% -7K -1.4% $27.85 +11.5%
6 SCHV SCHWAB STRATEGIC TR 345,416.0 $10.5M 1.73% -2K -0.5% $30.50 +13.3%
7 FNDA SCHWAB STRATEGIC TR 304,740.0 $9.9M 1.62% -6K -1.9% $32.43 +14.0%
8 IJH ISHARES TR 134,895.0 $9.1M 1.50% -1K -0.8% $67.53 +12.2%
9 PDN INVESCO EXCH TRADED FD TR II 194,811.0 $8.4M 1.39% -3K -1.5% $43.37 +6.3%
10 NVDA NVIDIA CORPORATION Technology 31,609.0 $5.5M 0.91% -506.0 -1.6% $174.40 +20.8%
11 GOOG ALPHABET INC Communication Services 14,051.0 $4.0M 0.66% -302.0 -2.1% $286.87 +28.1%
12 VWO VANGUARD INTL EQUITY INDEX F 44,171.0 $2.4M 0.39% -2K -4.5% $54.05 +12.4%
13 NVDA PUT NVIDIA CORPORATION Technology 13,300.0 $2.3M 0.38% -1K -9.5% $174.40 +20.8%
14 IJJ ISHARES TR 16,727.0 $2.2M 0.36% -244.0 -1.4% $132.50 +9.3%
15 GOOG PUT ALPHABET INC Communication Services 5,700.0 $1.6M 0.27% -300.0 -5.0% $286.86 +28.1%
16 VEA VANGUARD TAX-MANAGED FDS 23,615.0 $1.5M 0.25% -4K -14.0% $64.08 +12.8%
17 AMZN AMAZON COM INC Consumer Cyclical 7,210.0 $1.5M 0.25% -371.0 -4.9% $208.27 +17.3%
18 AVSE AMERICAN CENTY ETF TR 22,212.0 $1.5M 0.24% -160.0 -0.7% $66.57 +26.4%
19 JNJ JOHNSON & JOHNSON Healthcare 5,790.0 $1.4M 0.23% -168.0 -2.8% $244.44 -6.6%
20 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,728.0 $1.1M 0.18% -20.0 -1.1% $650.32 +14.8%
Page 1 of 3  ·  44 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%