Opus Financial Solutions Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$2.56M |
| 2 |
NVIDIA
NVDA
|
+$1.52M |
| 3 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$989K |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$773K |
| 5 |
FT Vest Laddered International Moderate Buffer ETF
BUFY
|
+$724K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total Bond Market
BND
|
+$676K |
| 2 |
Innovator Growth-100 Power Buffer ETF October
NOCT
|
+$583K |
| 3 |
Vanguard International Dividend Appreciation ETF
VIGI
|
+$403K |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$353K |
| 5 |
Innovator International Developed Power Buffer ETF October
IOCT
|
+$337K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 86.96% |
| 2 | Technology | 7.84% |
| 3 | Consumer Discretionary | 2.07% |
| 4 | Communication Services | 1.64% |
| 5 | Financials | 0.81% |
Similar funds
Opus Financial Solutions's Q2 2026 Portfolio in Review
As of Q2 2026, Opus Financial Solutions held 118 positions worth $124M, up 17% from $106M the previous quarter. Its ten largest holdings account for 41% of the portfolio.
Opus Financial Solutions deployed $10.8M of net new capital in Q2 2026, opening 15 new positions and adding to 38 existing holdings. Its largest new stake was iShares Core S&P Total US Stock Market ETF: 4,870 shares worth $800K.
By sector, the portfolio is most concentrated in Miscellaneous at 87% of assets, down from 92% a quarter earlier, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was Vanguard Total Bond Market, an estimated $676K trimmed.
- Opus Financial Solutions's largest Q2 2026 buy was iShares Core S&P Total US Stock Market ETF: 4,870 shares worth $800K.
- Opus Financial Solutions added most to Apple in Q2 2026, an estimated $2.56M increase.
- Opus Financial Solutions's biggest Q2 2026 reduction was Vanguard Total Bond Market, cutting an estimated $676K.
- Opus Financial Solutions fully exited Innovator Growth-100 Power Buffer ETF October in Q2 2026, selling an estimated $583K.
- Opus Financial Solutions's ten largest holdings make up 41% of its $124M portfolio in Q2 2026.
- Opus Financial Solutions opened 15 new positions and closed 7 in Q2 2026.
- Opus Financial Solutions's portfolio value rose 17% quarter-over-quarter to $124M.
Based on Opus Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.