13F Insight
DOSSIER · 13F-HR · Q2 2026

Opus Financial Solutions LLC

$124M in tracked AUM across 111 positions as of Q2 2026.

OF
CIK 0001934041 · last filed Jun 30, 2026
Total AUM
$124M
as of Q2 2026
Holdings
111
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Opus Financial trimmed its Tesla position by 9.3% during Q2 2026, yet the holding value actually rose by $19,457 as stock price gains masked the sale. The firm aggressively expanded growth assets, boosting Vanguard Growth ETF by 565% ($4.2M flow) and doubling Apple and Nvidia holdings.

Key Portfolio Moves

  • Growth & Tech Expansion: The firm increased Vanguard Growth ETF (VUG) by 565.6% ($4.20M flow). Apple (AAPL) and Nvidia (NVDA) holdings were more than doubled, receiving $2.59M and $1.48M in new capital.
  • Fixed Income Trimming: Core bond allocations were cut back, led by Vanguard Total Bond Market ETF (BND, -$676k flow) and Schwab Short-Term U.S. Treasury ETF (SCHO, -$353k flow).
  • New Allocations: Initiated new positions in PIMCO Active Bond ETF ($1.27M) and First Trust Buffer ETF ($834k).
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BUFR
FIRST TR EXCHNG TRADED FD VI
$9M254K7.5%02
BND
VANGUARD BD INDEX FDS
$6M88K5.2%03
VIGI
VANGUARD WHITEHALL FDS
$6M62K4.7%04
AAPL
APPLE INC
$5M17K4.1%05
VUG
VANGUARD INDEX FDS
$5M57K4.0%06
DFIV
DIMENSIONAL ETF TRUST
$5M90K3.9%07
VIG
VANGUARD SPECIALIZED FUNDS
$4M17K3.2%08
SCHY
SCHWAB STRATEGIC TR
$4M123K3.2%09
VDC
VANGUARD WORLD FD
$3M14K2.6%10
VTIP
VANGUARD MALVERN FDS
$3M62K2.5%

Filing history

2026Q2Jun 30
$124M▲ 16.9%
111 positionsView →2026Q1Mar 31
$106M▲ 0.2%
103 positionsView →2025Q4Dec 31
$106M—
103 positionsView →