What does Opes Wealth Management LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Opes Wealth Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

APPLE INC

$110M433K18.1%

SCHWAB STRATEGIC TR

$35M714K5.7%

ISHARES TR

$27M468K4.4%

GILEAD SCIENCES INC

$24M170K3.9%

SCHWAB STRATEGIC TR

$20M745K3.3%

J P MORGAN EXCHANGE TRADED F

$20M373K3.3%

ISHARES TR

$16M347K2.6%

VANGUARD INDEX FDS

$15M56K2.4%

INVESCO EXCHANGE TRADED FD T

$14M186K2.3%

SCHWAB STRATEGIC TR

$14M539K2.2%

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