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Opus Financial Solutions LLC

Opus Financial Solutions LLC is a Trust / Endowment institutional filer with the SEC under CIK 1934041, reporting 111 portfolio positions, with 3 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: IL
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-07-24

Top 10 portfolio positions

The largest reported holdings in Opus Financial Solutions LLC's most recent 13F filing, ranked by reported market value.

  1. FIRST TR EXCHNG TRADED FD VI (BUFR)
  2. VANGUARD BD INDEX FDS (BND)
  3. VANGUARD WHITEHALL FDS (VIGI)
  4. APPLE INC (AAPL)
  5. VANGUARD INDEX FDS (VUG)
  6. DIMENSIONAL ETF TRUST (DFIV)
  7. VANGUARD SPECIALIZED FUNDS (VIG)
  8. SCHWAB STRATEGIC TR (SCHY)
  9. VANGUARD WORLD FD (VDC)
  10. VANGUARD MALVERN FDS (VTIP)
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