Investor
Opus Financial Solutions LLC
CIK 0001934041 · filed 2026-05-08 · SEC filing
13F book
$106.2M
Positions
103
10 new · 10 sold
Largest name
8.1%
First Tr Exchng Traded Fd Vi
Est. mark
−$726.5K
Price effect on 93 names still held. Flow $909K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| First Tr Exchng Traded Fd Vi | — | 254.4K | $8.59M | 8.1% | −$118.8K | Added$280.5K |
| Vanguard Bd Index Fds | — | 97.1K | $7.15M | 6.7% | −$40.6K | Added$155.9K |
| Vanguard Whitehall Fds | — | 66.1K | $5.85M | 5.5% | −$197.8K | Cut−$531.3K |
| Dimensional Etf Trust | — | 79K | $4.17M | 3.9% | $195.4K | Added$781.5K |
| Schwab Strategic Tr | — | 129.4K | $4.1M | 3.9% | $238.1K | Cut$57K |
| Vanguard Growth Etf | — | 8.61K | $3.76M | 3.5% | −$437.7K | Added−$419.8K |
| Vanguard World Fd | — | 15.1K | $3.38M | 3.2% | $198K | Added$253.4K |
| Vanguard Specialized Funds | — | 15.4K | $3.31M | 3.1% | −$71.6K | Added−$25.6K |
| Vanguard Malvern Fds | — | 59.6K | $2.98M | 2.8% | $29.2K | Cut−$41.5K |
| Vanguard Bd Index Fds | — | 37.9K | $2.97M | 2.8% | −$15.2K | Cut−$82K |
| Vanguard Index Fds | — | 13.3K | $2.6M | 2.5% | $60K | Added$403.6K |
| Apple Inc. | AAPL | 8.54K | $2.17M | 2.0% | −$154.3K | Cut−$207.3K |
| Schwab Strategic Tr | — | 73.7K | $1.79M | 1.7% | −$7.37K | Cut−$138.7K |
| Vanguard Index Fds | — | 19.7K | $1.74M | 1.6% | $4.13K | Cut−$30.9K |
| Harbor Etf Trust | — | 56K | $1.74M | 1.6% | $167.7K | Added$1.06M |
| Vanguard Index Fds | — | 6.56K | $1.72M | 1.6% | $25.7K | Added$48.7K |
| Schwab Strategic Tr | — | 56K | $1.72M | 1.6% | $181.9K | Cut$66.9K |
| Schwab Strategic Tr | — | 57.4K | $1.67M | 1.6% | −$200.5K | Added−$200.4K |
| Ishares Tr | — | 23.6K | $1.61M | 1.5% | −$37.5K | Cut−$70K |
| Vanguard Index Fds | — | 6.92K | $1.42M | 1.3% | −$22.7K | Added$1.8K |
| Pimco Etf Tr | — | 48.8K | $1.28M | 1.2% | −$20.9K | Added$120.1K |
| Amazon Com Inc | AMZN | 6.14K | $1.28M | 1.2% | −$138.4K | Cut−$195.1K |
| Select Sector Spdr Tr | — | 27.6K | $1.27M | 1.2% | $88.4K | Cut$55.2K |
| Nvidia Corp | NVDA | 6.82K | $1.19M | 1.1% | −$82.5K | Cut−$148K |
| Ishares Inc | — | 17.7K | $1.14M | 1.1% | $11.8K | Added$51.8K |
| Invesco Exch Trd Slf Idx Fd | — | 55.2K | $1.13M | 1.1% | −$8.4K | Added$149.3K |
| Invesco Exch Trd Slf Idx Fd | — | 57.7K | $1.13M | 1.1% | −$2.43K | Added$68.7K |
| Invesco Exch Trd Slf Idx Fd | — | 56.8K | $1.11M | 1.0% | −$5.84K | Added$111.6K |
| First Tr Exchng Traded Fd Vi | — | 45.7K | $1.02M | 1.0% | $3.81K | Added$417.8K |
| Microsoft Corp | MSFT | 2.71K | $1M | 0.9% | −$308K | Cut−$369.4K |
| Alphabet Inc | — | 3.23K | $928.6K | 0.9% | −$82.1K | Held |
| J P Morgan Exchange Traded F | — | 19.5K | $917K | 0.9% | −$3.97K | Added$220K |
| Pimco Etf Tr | — | 8.99K | $904K | 0.9% | $1.45K | Added$266.6K |
| Vanguard Bd Index Fds | — | 11.2K | $863.7K | 0.8% | −$7.83K | Cut−$37K |
| Ishares Tr | — | 15.6K | $795.3K | 0.7% | $898 | Added$288.1K |
| Innovator Etfs Trust | — | 18.9K | $750.7K | 0.7% | $12.8K | Held |
| Tesla, Inc. | TSLA | 2.02K | $749.8K | 0.7% | −$157.3K | Cut−$230.6K |
| Berkshire Hathaway Inc Del | — | 1.5K | $719.3K | 0.7% | −$35.2K | Held |
| Innovator Etfs Trust | — | 21.9K | $694.7K | 0.7% | $18.2K | Cut−$295.1K |
| Vanguard Index Fds | — | 2.04K | $654.5K | 0.6% | −$28.3K | Added−$1.72K |
| Wisdomtree Tr | — | 12.7K | $639.1K | 0.6% | $216 | Cut−$50.3K |
| Alphabet Inc | — | 2.14K | $613K | 0.6% | −$57.6K | Cut−$128.5K |
| Innovator Etfs Trust | — | 21.2K | $606.2K | 0.6% | $4.11K | Cut−$5.71K |
| Innovator Etfs Trust | — | 17.7K | $596.8K | 0.6% | $4.28K | Cut−$49K |
| Schwab Us Tips Etf | — | 22.3K | $593.6K | 0.6% | $2.12K | Added$126.8K |
| Innovator Etfs Trust | — | 10.3K | $582.6K | 0.5% | −$16.1K | Cut−$207.5K |
| Dimensional Etf Trust | — | 15.5K | $554.1K | 0.5% | $23.3K | Cut$14.2K |
| Ishares Tr | — | 2.88K | $553.4K | 0.5% | −$19.6K | Cut−$33.2K |
| Invesco Qqq Tr | — | 940 | $542.5K | 0.5% | −$34.1K | Added−$21.4K |
| Dimensional Etf Trust | — | 14.8K | $518.4K | 0.5% | $30.1K | Added$58.1K |
| Spdr Index Shs Fds | — | 6.25K | $466.8K | 0.4% | $78.3K | Cut$78.2K |
| Ishares Tr | — | 4.88K | $445.4K | 0.4% | $25K | Cut−$58.4K |
| Invesco Db Commdy Indx Trck | — | 14.9K | $431.8K | 0.4% | $98.3K | Cut$80.7K |
| Pimco Etf Tr | — | 4.62K | $430.6K | 0.4% | — | New |
| Vanguard Index Fds | — | 1.49K | $427.9K | 0.4% | −$4.53K | Cut−$85.5K |
| Fidelity Merrimack Str Tr | — | 8.24K | $414.1K | 0.4% | −$3.21K | Cut−$4.58K |
| Schwab Strategic Tr | — | 12.9K | $400K | 0.4% | $11.5K | Held |
| Innovator Etfs Trust | — | 11.4K | $393.6K | 0.4% | −$10K | Cut−$10.2K |
| Pimco Etf Tr | — | 4.05K | $388K | 0.4% | −$403 | Added$48.9K |
| Invesco Exch Trd Slf Idx Fd | — | 16.2K | $382.8K | 0.4% | −$324 | Held |
| Schwab Strategic Tr | — | 13.1K | $380.7K | 0.4% | $7.86K | Cut−$37.2K |
| Innovator Etfs Trust | — | 10.5K | $380.4K | 0.4% | $1.26K | Cut−$10.4K |
| Innovator Etfs Trust | — | 13.5K | $375.3K | 0.4% | −$11.3K | Cut−$192.9K |
| Innovator Etfs Trust | — | 12.5K | $372.4K | 0.4% | $2.96K | Cut−$109.7K |
| Spdr Index Shs Fds | — | 9.27K | $365.8K | 0.3% | $2.38K | Added$83.5K |
| Wisdomtree Tr | — | 7.34K | $364.6K | 0.3% | $21.7K | Added$25.2K |
| Dimensional Etf Trust | — | 10.6K | $356.3K | 0.3% | $7.73K | Cut$4.5K |
| Invesco Exchange Traded Fd T | — | 7.48K | $355.6K | 0.3% | $4.56K | Cut−$24.5K |
| Innovator Etfs Trust | — | 11.1K | $354.3K | 0.3% | $3.2K | Cut−$75.8K |
| Dimensional Etf Trust | — | 9.73K | $348.1K | 0.3% | — | New |
| Innovator Etfs Trust | — | 9.62K | $337.3K | 0.3% | $1.83K | Cut−$112.2K |
| Ishares Tr | — | 7.22K | $333.8K | 0.3% | $5.63K | Cut−$49.4K |
| Schwab Strategic Tr | — | 6.71K | $328.1K | 0.3% | $24.9K | Cut−$10.9K |
| Invesco Exchange Traded Fd T | — | 4.27K | $321.2K | 0.3% | $599 | Cut−$11K |
| Ishares Tr | — | 3.46K | $320.5K | 0.3% | −$4.91K | Cut−$14.3K |
| Vanguard Star Fds | — | 4.06K | $313.1K | 0.3% | $6.77K | Cut−$132.6K |
| Ishares Silver Tr | — | 4.58K | $312K | 0.3% | — | New |
| Dimensional Etf Trust | — | 7.84K | $305.6K | 0.3% | $5.13K | Added$75.5K |
| Spdr Gold Tr | — | 710 | $305.5K | 0.3% | $24.1K | Cut−$56.3K |
| Ishares Tr | — | 2.98K | $300.4K | 0.3% | $11.2K | Cut−$17.4K |
| Innovator Etfs Trust | — | 8.62K | $292.5K | 0.3% | $1.21K | Cut−$14.4K |
| Invesco Exch Trd Slf Idx Fd | — | 11.9K | $282.1K | 0.3% | −$134 | Held |
| Pimco Etf Tr | — | 3.04K | $280.3K | 0.3% | — | New |
| Vanguard Scottsdale Fds | — | 3.51K | $278K | 0.3% | −$1.45K | Added$27.5K |
| Vanguard Scottsdale Fds | — | 4.66K | $273K | 0.3% | — | New |
| Innovator Etfs Trust | — | 8.9K | $261.3K | 0.2% | −$2.03K | Cut−$41.9K |
| Innovator Etfs Trust | — | 8.96K | $257.6K | 0.2% | −$4.33K | Held |
| Vanguard Index Fds | — | 1.39K | $255.6K | 0.2% | $9.58K | Cut−$4.96K |
| Dimensional Etf Trust | — | 10.7K | $252.9K | 0.2% | — | New |
| Jpmorgan Chase & Co. | — | 852 | $250.6K | 0.2% | −$23.9K | Held |
| Dimensional Etf Trust | — | 3.77K | $244.6K | 0.2% | $14.8K | Added$38K |
| Innovator Etfs Trust | — | 6.81K | $236.4K | 0.2% | $1.03K | Cut−$348.3K |
| Dimensional Etf Trust | — | 3.23K | $229.9K | 0.2% | $4.72K | Cut$2.98K |
| Invesco Exch Traded Fd Tr Ii | — | 3.07K | $224.3K | 0.2% | $5.27K | Held |
| First Tr Exchng Traded Fd Vi | — | 6.33K | $223.8K | 0.2% | — | New |
| Innovator Etfs Trust | — | 6.11K | $221.3K | 0.2% | $6.84K | Cut−$42.2K |
| Vanguard Mun Bd Fds | — | 4.37K | $218.2K | 0.2% | −$1.75K | Held |
| Dimensional Etf Trust | — | 4.66K | $210.3K | 0.2% | −$7.83K | Cut−$13.8K |
| Ishares Tr | — | 950 | $203K | 0.2% | — | New |
| Ishares Tr | — | 3.01K | $202K | 0.2% | — | New |
| Fidelity Covington Trust | — | 5.35K | $200.5K | 0.2% | −$22.5K | Cut−$80.5K |
| Eaton Vance Tax-Managed Dive | — | 10.7K | $147.2K | 0.1% | — | New |
| Blackrock Corpor Hi Yld Fd I | — | 14.8K | $126.4K | 0.1% | −$5.2K | Added$4.51K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.