CIK 1766918
Opes Wealth Management LLC
Institutional 13F holdings & portfolio
Holdings
144
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 144
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 374K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 714K | $1M+ | SH |
| CMF | ISHARES TR | 439K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 170K | $1M+ | SH |
| FNDB | SCHWAB STRATEGIC TR | 738K | $1M+ | SH |
| IUSB | ISHARES TR | 348K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 55K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 556K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 188K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 404K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 478K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 68K | $1M+ | SH |
| DFEV | DIMENSIONAL ETF TRUST | 331K | $1M+ | SH |
| MTUM | ISHARES TR | 44K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 347K | $1M+ | SH |
| JBND | J P MORGAN EXCHANGE TRADED F | 184K | $1M+ | SH |
| FNDC | SCHWAB STRATEGIC TR | 223K | $1M+ | SH |
| FNDA | SCHWAB STRATEGIC TR | 310K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 196K | $1M+ | SH |
| FIXD | FIRST TR EXCHNG TRADED FD VI | 210K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 202K | $1M+ | SH |
| IJH | ISHARES TR | 136K | $1M+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 121K | $1M+ | SH |
| PDN | INVESCO EXCH TRADED FD TR II | 198K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 172K | $1M+ | SH |
| IWF | ISHARES TR | 17K | $1M+ | SH |
| ISCG | ISHARES TR | 128K | $1M+ | SH |
| FLJP | FRANKLIN TEMPLETON ETF TR | 188K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 133K | $1M+ | SH |
| IMTM | ISHARES TR | 128K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 32K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 10K | $1M+ | SH |
| IDHQ | INVESCO EXCH TRADED FD TR II | 134K | $1M+ | SH |
| GOOG | ALPHABET INC | 14K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 95K | $1M+ | SH |
| NULV | NUSHARES ETF TR | 89K | $1M+ | SH |
| WTPI | WISDOMTREE TR | 113K | $1M+ | SH |
| ESGU | ISHARES TR | 23K | $1M+ | SH |
| FREL | FIDELITY COVINGTON TRUST | 129K | $1M+ | SH |
| IWD | ISHARES TR | 16K | $1M+ | SH |
| IVOL | KRANESHARES TRUST | 169K | $1M+ | SH |
| BJAN | INNOVATOR ETFS TRUST | 58K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 61K | $1M+ | SH |
| FJUL | FIRST TR EXCHNG TRADED FD VI | 50K | $1M+ | SH |
| CAT | CATERPILLAR INC | 5K | $1M+ | SH |
| USXF | ISHARES TR | 45K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 17K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 46K | $1M+ | SH |
| GOOGL | ALPHABET INC | 8K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 89K | $1M+ | SH |