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 101–144 of 144
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CME | CME GROUP INC | 1K | $100K–$500K | SH |
| AKAM | AKAMAI TECHNOLOGIES INC | 4K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| IDNA | ISHARES TR | 14K | $100K–$500K | SH |
| NOW | SERVICENOW INC | 2K | $100K–$500K | SH |
| ADBE | ADOBE INC | 1K | $100K–$500K | SH |
| EAGG | ISHARES TR | 8K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 1K | $100K–$500K | SH |
| KLAC | KLA CORP | 299 | $100K–$500K | SH |
| EFV | ISHARES TR | 5K | $100K–$500K | SH |
| PYPL | PAYPAL HLDGS INC | 6K | $100K–$500K | SH |
| INTC | INTEL CORP | 9K | $100K–$500K | SH |
| VV | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 4K | $100K–$500K | SH |
| TSLA | TESLA INC | 743 | $100K–$500K | SH |
| IVV | ISHARES TR | 462 | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| SONY | SONY GROUP CORP | 12K | $100K–$500K | SH |
| FFEB | FIRST TR EXCHNG TRADED FD VI | 5K | $100K–$500K | SH |
| V | VISA INC | 810 | $100K–$500K | SH |
| UNP | UNION PAC CORP | 1K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 577 | $100K–$500K | SH |
| CLX | CLOROX CO DEL | 3K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 1K | $100K–$500K | SH |
| OKTA | OKTA INC | 3K | $100K–$500K | SH |
| IDEV | ISHARES TR | 3K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 2K | $100K–$500K | SH |
| QUAL | ISHARES TR | 1K | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| WMT | WALMART INC | 2K | $100K–$500K | SH |
| SCHZ | SCHWAB STRATEGIC TR | 11K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 2K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 759 | $100K–$500K | SH |
| SPTM | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 780 | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 652 | $100K–$500K | SH |
| URI | UNITED RENTALS INC | 255 | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 1K | $100K–$500K | SH |
| IWM | ISHARES TR | 826 | $100K–$500K | SH |
| IJR | ISHARES TR | 2K | $100K–$500K | SH |
| ONTF | ON24 INC | 23K | $100K–$500K | SH |
| SLQT | SELECTQUOTE INC | 60K | $50K–$100K | SH |
| SRTS | SENSUS HEALTHCARE INC | 16K | $50K–$100K | SH |