Opus Financial Solutions LLC 13F Holdings · Q2 2026
Opus Financial Solutions LLC reported 111 securities worth $124.04M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BUFR (7.49%), BND (5.20%), VIGI (4.65%). Among its top 25 positions this quarter: 16 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BUFR | FIRST TR EXCHNG TRADED FD VI | $9.3M | 7.49% | 254,216 | Trimmed |
| 2 | BND | VANGUARD BD INDEX FDS | $6.5M | 5.20% | 87,872 | Trimmed |
| 3 | VIGI | VANGUARD WHITEHALL FDS | $5.8M | 4.65% | 61,793 | Trimmed |
| 4 | AAPL | APPLE INC | $5.1M | 4.08% | 17,477 | Added |
| 5 | VUG | VANGUARD INDEX FDS | $4.9M | 3.98% | 57,321 | Added |
| 6 | DFIV | DIMENSIONAL ETF TRUST | $4.9M | 3.92% | 90,072 | Added |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | $4.0M | 3.22% | 16,879 | Added |
| 8 | SCHY | SCHWAB STRATEGIC TR | $3.9M | 3.16% | 123,467 | Trimmed |
| 9 | VDC | VANGUARD WORLD FD | $3.2M | 2.59% | 14,233 | Trimmed |
| 10 | VTIP | VANGUARD MALVERN FDS | $3.1M | 2.50% | 61,777 | Added |
| 11 | VTV | VANGUARD INDEX FDS | $3.1M | 2.48% | 14,143 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $2.8M | 2.29% | 14,217 | Added |
| 13 | BSV | VANGUARD BD INDEX FDS | $2.8M | 2.28% | 36,324 | Trimmed |
| 14 | VXF | VANGUARD INDEX FDS | $2.1M | 1.69% | 8,511 | Added |
| 15 | SCHG | SCHWAB STRATEGIC TR | $2.0M | 1.61% | 59,013 | Added |
| 16 | VB | VANGUARD INDEX FDS | $2.0M | 1.60% | 6,557 | Trimmed |
| 17 | XT | ISHARES TR | $1.9M | 1.56% | 23,401 | Trimmed |
| 18 | VNQ | VANGUARD INDEX FDS | $1.9M | 1.55% | 19,892 | Added |
| 19 | HGER | HARBOR ETF TRUST | $1.9M | 1.50% | 63,504 | Added |
| 20 | AMZN | AMAZON COM INC | $1.8M | 1.45% | 7,551 | Added |
| 21 | BUFY | FIRST TR EXCHNG TRADED FD VI | $1.8M | 1.45% | 76,982 | Added |
| 22 | MINT | PIMCO ETF TR | $1.6M | 1.29% | 15,814 | Added |
| 23 | SCHD | SCHWAB STRATEGIC TR | $1.6M | 1.25% | 48,910 | Trimmed |
| 24 | EEMV | ISHARES INC | $1.5M | 1.21% | 19,922 | Added |
| 25 | BSCR | INVESCO EXCH TRD SLF IDX FD | $1.4M | 1.17% | 73,799 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR