13F Insight
DOSSIER · 13F-HR · Q1 2026

Opes Wealth Management LLC

$609M in tracked AUM across 146 positions as of Q1 2026.

OW
CIK 0001766918 · last filed Mar 31, 2026
Total AUM
$609M
as of Q1 2026
Holdings
146
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$110M433K18.1%02
FNDF
SCHWAB STRATEGIC TR
$35M714K5.7%03
CMF
ISHARES TR
$27M468K4.4%04
GILD
GILEAD SCIENCES INC
$24M170K3.9%05
FNDB
SCHWAB STRATEGIC TR
$20M745K3.3%06
JBND
J P MORGAN EXCHANGE TRADED F
$20M373K3.3%07
IUSB
ISHARES TR
$16M347K2.6%08
VOT
VANGUARD INDEX FDS
$15M56K2.4%09
SPHQ
INVESCO EXCHANGE TRADED FD T
$14M186K2.3%10
SCHB
SCHWAB STRATEGIC TR
$14M539K2.2%

Filing history

2026Q1Mar 31
$609M▼ 0.8%
146 positionsView →2025Q4Dec 31
$613M▲ 6.1%
148 positionsView →2025Q3Sep 30
$578M▲ 2.6%
144 positionsLocked2025Q2Jun 30
$563M▲ 13.7%
145 positionsLocked2025Q1Mar 31
$495M▲ 1.6%
143 positionsLocked2024Q4Dec 31
$488M▼ 6.2%
137 positionsLocked2024Q3Sep 30
$520M▲ 8.5%
140 positionsLocked2024Q2Jun 30
$479M▲ 10.6%
133 positionsLocked2024Q1Mar 31
$433M▲ 3.9%
132 positionsLocked2023Q4Dec 31
$417M▲ 15.4%
126 positionsLocked2023Q3Sep 30
$361M▲ 2.4%
121 positionsLocked2023Q2Jun 30
$353M▲ 13.7%
121 positionsLocked
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