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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 4 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMZN AMAZON COM INC Consumer Cyclical 7,210.0 $1.5M 0.25% -371.0 -4.9% $208.27 +17.3%
62 DAN DANA INC Consumer Cyclical 44,593.0 $1.5M 0.25% $33.65 -13.3%
63 TRMB TRIMBLE INC Technology 22,794.0 $1.5M 0.24% $65.23 -24.6%
64 NUMV NUSHARES ETF TR 38,345.0 $1.5M 0.24% $38.77 +9.6%
65 AVSE AMERICAN CENTY ETF TR 22,212.0 $1.5M 0.24% -160.0 -0.7% $66.57 +26.4%
66 JNJ JOHNSON & JOHNSON Healthcare 5,790.0 $1.4M 0.23% -168.0 -2.8% $244.44 -6.6%
67 EBAY EBAY INC. Consumer Cyclical 12,516.0 $1.1M 0.19% $91.02 +18.9%
68 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%
69 BMY BRISTOL-MYERS SQUIBB CO Healthcare 18,469.0 $1.1M 0.18% $60.65 -11.0%
70 ESML ISHARES TR 21,996.0 $1.0M 0.17% $47.02 +15.9%
71 VOO VANGUARD INDEX FDS 1,716.0 $1.0M 0.17% -31.0 -1.8% $597.69 +15.1%
72 MMIT NEW YORK LIFE INVTS ACTIVE E 42,535.0 $1.0M 0.17% +2K +4.5% $24.10 +1.1%
73 ESGE ISHARES INC 21,648.0 $984K 0.16% -2K -6.7% $45.47 +24.4%
74 META META PLATFORMS INC Communication Services 1,678.0 $960K 0.16% +14.0 +0.8% $572.20 +0.9%
75 AVSD AMERICAN CENTY ETF TR 12,634.0 $930K 0.15% +435.0 +3.6% $73.65 +9.2%
76 APH AMPHENOL CORP Technology 7,264.0 $918K 0.15% -1K -13.0% $126.35 +29.8%
77 MSCI MSCI INC Financial Services 1,600.0 $862K 0.14% $539.01 +7.8%
78 USMV ISHARES TR 8,940.0 $829K 0.14% -489.0 -5.2% $92.74 +1.6%
79 AMAT APPLIED MATLS INC Technology 2,323.0 $794K 0.13% +31.0 +1.4% $341.79 +80.6%
80 DFSU DIMENSIONAL ETF TRUST 18,246.0 $750K 0.12% +300.0 +1.7% $41.09 +13.1%
Page 4 of 8  ·  146 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%