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OFS
Opus Financial Solutions Portfolio holdings
AUM
$124M
Turnover
18.64%
This Fund
S&P 500
This Quarter
Est. Return
+1.85%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$106M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
99.39%
Top 10 Holdings %
Top 10 Hldgs %
43.25%
Holding
103
New
103
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
years
Top 10 Avg Time Held
0
years
Top 20 Avg Time Held
0
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$8.19M |
| 2 |
Vanguard Total Bond Market
BND
|
+$7.03M |
| 3 |
Vanguard International Dividend Appreciation ETF
VIGI
|
+$6.31M |
| 4 |
Vanguard Morningstar Growth ETF
VUG
|
+$4.17M |
| 5 |
Schwab International Dividend Equity ETF
SCHY
|
+$3.91M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 89.87% |
| 2 | Technology | 5.19% |
| 3 | Consumer Discretionary | 2.32% |
| 4 | Communication Services | 1.65% |
| 5 | Financials | 0.97% |
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Opus Financial Solutions's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Opus Financial Solutions, which disclosed 103 positions worth $106M. Its ten largest holdings account for 43% of the portfolio.
Its largest position is FT Vest Fund of Buffer ETFs: 242,527 shares worth $8.31M.
By sector, the portfolio is most concentrated in Miscellaneous at 90% of assets, followed by Technology and Consumer Discretionary.
- Opus Financial Solutions's largest Q4 2025 buy was FT Vest Fund of Buffer ETFs: 242,527 shares worth $8.31M.
- Opus Financial Solutions's ten largest holdings make up 43% of its $106M portfolio in Q4 2025.
- Opus Financial Solutions disclosed 103 positions in Q4 2025, its first 13F filing on record.
Based on Opus Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.