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 51–100 of 144
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IJJ | ISHARES TR | 17K | $1M+ | SH |
| IQLT | ISHARES TR | 44K | $1M+ | SH |
| TRMB | TRIMBLE INC | 23K | $1M+ | SH |
| AMZN | AMAZON COM INC | 8K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 27K | $1M+ | SH |
| XJH | ISHARES TR | 38K | $1M+ | SH |
| USEW | EA SERIES TRUST | 33K | $1M+ | SH |
| DON | WISDOMTREE TR | 30K | $1M+ | SH |
| NFLX | NETFLIX INC | 16K | $1M+ | SH |
| DMXF | ISHARES TR | 20K | $1M+ | SH |
| NUMV | NUSHARES ETF TR | 38K | $1M+ | SH |
| AVSE | AMERICAN CENTY ETF TR | 22K | $1M+ | SH |
| ALB | ALBEMARLE CORP | 9K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 6K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 2K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 8K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| EBAY | EBAY INC. | 12K | $1M+ | SH |
| DAN | DANA INC | 45K | $1M+ | SH |
| ESGE | ISHARES INC | 23K | $1M+ | SH |
| ESML | ISHARES TR | 22K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 18K | $500K+ | SH |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | 41K | $500K+ | SH |
| MSCI | MSCI INC | 2K | $500K+ | SH |
| AVSD | AMERICAN CENTY ETF TR | 12K | $500K+ | SH |
| USMV | ISHARES TR | 9K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 1K | $500K+ | SH |
| DFSU | DIMENSIONAL ETF TRUST | 18K | $500K+ | SH |
| MCO | MOODYS CORP | 1K | $500K+ | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 15K | $500K+ | SH |
| VSGX | VANGUARD WORLD FD | 10K | $500K+ | SH |
| AGG | ISHARES TR | 7K | $500K+ | SH |
| WDAY | WORKDAY INC | 3K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 3K | $500K+ | SH |
| ROKU | ROKU INC | 6K | $500K+ | SH |
| AMAT | APPLIED MATLS INC | 2K | $500K+ | SH |
| FLIA | FRANKLIN TEMPLETON ETF TR | 29K | $500K+ | SH |
| ITOT | ISHARES TR | 4K | $500K+ | SH |
| VUG | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 3K | $500K+ | SH |
| IHI | ISHARES TR | 8K | $500K+ | SH |
| CSCO | CISCO SYS INC | 7K | $500K+ | SH |
| QCOM | QUALCOMM INC | 3K | $100K–$500K | SH |
| NXPI | NXP SEMICONDUCTORS N V | 2K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 412 | $100K–$500K | SH |
| ICLN | ISHARES TR | 27K | $100K–$500K | SH |
| DGRS | WISDOMTREE TR | 8K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 5K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 2K | $100K–$500K | SH |