Sponsored

The Analysis of Opus Financial Solutions LLC's Holdings & P&L

Currently, Opus Financial Solutions LLC holds 103 types of securities in its portfolio with a total value $106.2M. In the most recent quarter, they have increased their positions in HGER (+28.9K shares, valued at $896.8K), DFIV (+11.1K shares, valued at $586.1K), HYS (+4.6K shares, valued at $430.6K); decreased their positions in INOV (-10.1K shares, valued at $350.8K), VIGI (-3.6K shares, valued at $322.6K), IAPR (-10.2K shares, valued at $321.7K); initiated new positions in HYS (+4.6K shares, valued at $430.6K), DFEV (+9.7K shares, valued at $348.1K), SLV (+4.6K shares, valued at $312.0K).

1M P&L

+734.7K+0.72%

3M P&L

+1.4M+1.36%

HY P&L

-18.3M-15.08%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A96.1M

93.5%

2Consumer Electronics2.2M

2.1%

3Internet Retail1.3M

1.2%

Top Industries by Stock Count

1N/A91 stocks

93.8%

2Internet Retail1 stocks

1.0%

3Consumer Electronics1 stocks

1.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BUFR FIRST TR EXCHNG TRADED FD VI254.4K shares4.88%2026-03-312026-05-08

BND VANGUARD BD INDEX FDS97.1K shares2.83%2026-03-312026-05-08

VIGI VANGUARD WHITEHALL FDS66.1K shares-5.23%2026-03-312026-05-08

DFIV DIMENSIONAL ETF TRUST79.0K shares16.36%2026-03-312026-05-08

SCHY SCHWAB STRATEGIC TR129.4K shares-4.48%2026-03-312026-05-08

VUG VANGUARD INDEX FDS8.6K shares0.48%2026-03-312026-05-08

VDC VANGUARD WORLD FD15.1K shares1.67%2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS15.4K shares1.41%2026-03-312026-05-08

Sponsored

VTIP VANGUARD MALVERN FDS59.6K shares-2.34%2026-03-312026-05-08

BSV VANGUARD BD INDEX FDS37.9K shares-2.19%2026-03-312026-05-08

VTV VANGUARD INDEX FDS13.3K shares15.20%2026-03-312026-05-08

AAPL APPLE INC8.5K shares-2.23%2026-03-312026-05-08

SCHO SCHWAB STRATEGIC TR73.7K shares-6.81%2026-03-312026-05-08

VNQ VANGUARD INDEX FDS19.7K shares-1.98%2026-03-312026-05-08

HGER HARBOR ETF TRUST56.0K shares106.76%2026-03-312026-05-08

VB VANGUARD INDEX FDS6.6K shares1.36%2026-03-312026-05-08

Sponsored

SCHD SCHWAB STRATEGIC TR56.0K shares-6.97%2026-03-312026-05-08

SCHG SCHWAB STRATEGIC TR57.4K shares0.01%2026-03-312026-05-08

XT ISHARES TR23.6K shares-1.94%2026-03-312026-05-08

VXF VANGUARD INDEX FDS6.9K shares1.75%2026-03-312026-05-08

PYLD PIMCO ETF TR48.8K shares12.38%2026-03-312026-05-08

AMZN AMAZON COM INC6.1K shares-3.85%2026-03-312026-05-08

XLU SELECT SECTOR SPDR TR27.6K shares-2.74%2026-03-312026-05-08

NVDA NVIDIA CORPORATION6.8K shares-4.89%2026-03-312026-05-08

Sponsored

EEMV ISHARES INC17.7K shares3.63%2026-03-312026-05-08

BSCS INVESCO EXCH TRD SLF IDX FD55.2K shares16.26%2026-03-312026-05-08

BSCQ INVESCO EXCH TRD SLF IDX FD57.7K shares6.74%2026-03-312026-05-08

BSCR INVESCO EXCH TRD SLF IDX FD56.8K shares11.78%2026-03-312026-05-08

BUFY FIRST TR EXCHNG TRADED FD VI45.7K shares68.04%2026-03-312026-05-08

MSFT MICROSOFT CORP2.7K shares-4.47%2026-03-312026-05-08

ALPHABET INC ALPHABET INC3.2K shares0.00%2026-03-312026-05-08

JCPB J P MORGAN EXCHANGE TRADED F19.5K shares32.33%2026-03-312026-05-08

Sponsored

MINT PIMCO ETF TR9.0K shares41.51%2026-03-312026-05-08

BIV VANGUARD BD INDEX FDS11.2K shares-3.24%2026-03-312026-05-08

FLOT ISHARES TR15.6K shares56.52%2026-03-312026-05-08

PAPR INNOVATOR ETFS TRUST18.9K shares0.00%2026-03-312026-05-08

TSLA TESLA INC2.0K shares-7.48%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.5K shares0.00%2026-03-312026-05-08

IAPR INNOVATOR ETFS TRUST21.9K shares-31.65%2026-03-312026-05-08

VTI VANGUARD INDEX FDS2.0K shares4.24%2026-03-312026-05-08

Sponsored

USFR WISDOMTREE TR12.7K shares-7.33%2026-03-312026-05-08

ALPHABET INC ALPHABET INC2.1K shares-9.56%2026-03-312026-05-08

IAUG INNOVATOR ETFS TRUST21.2K shares-1.60%2026-03-312026-05-08

IJUL INNOVATOR ETFS TRUST17.7K shares-8.25%2026-03-312026-05-08

SCHP SCHWAB STRATEGIC TR22.3K shares26.59%2026-03-312026-05-08

NOCT INNOVATOR ETFS TRUST10.3K shares-24.23%2026-03-312026-05-08

DFLV DIMENSIONAL ETF TRUST15.5K shares-1.68%2026-03-312026-05-08

QUAL ISHARES TR2.9K shares-2.30%2026-03-312026-05-08

Sponsored

INVESCO QQQ TR INVESCO QQQ TR940 shares2.40%2026-03-312026-05-08

DFSV DIMENSIONAL ETF TRUST14.8K shares5.72%2026-03-312026-05-08

GNR SPDR INDEX SHS FDS6.3K shares-0.03%2026-03-312026-05-08

EFAV ISHARES TR4.9K shares-16.55%2026-03-312026-05-08

DBC INVESCO DB COMMDY INDX TRCK14.9K shares-5.01%2026-03-312026-05-08

HYS PIMCO ETF TR4.6K sharesnew addition2026-03-312026-05-08

VO VANGUARD INDEX FDS1.5K shares-15.77%2026-03-312026-05-08

FLTB FIDELITY MERRIMACK STR TR8.2K shares-0.33%2026-03-312026-05-08

Sponsored

SCHM SCHWAB STRATEGIC TR12.9K shares0.00%2026-03-312026-05-08

PSTP INNOVATOR ETFS TRUST11.4K shares-0.04%2026-03-312026-05-08

LDUR PIMCO ETF TR4.0K shares14.57%2026-03-312026-05-08

BSMQ INVESCO EXCH TRD SLF IDX FD16.2K shares0.00%2026-03-312026-05-08

SCHA SCHWAB STRATEGIC TR13.1K shares-10.79%2026-03-312026-05-08

IJAN INNOVATOR ETFS TRUST10.5K shares-2.98%2026-03-312026-05-08

NNOV INNOVATOR ETFS TRUST13.5K shares-31.96%2026-03-312026-05-08

EJUL INNOVATOR ETFS TRUST12.5K shares-23.37%2026-03-312026-05-08

Sponsored

EDIV SPDR INDEX SHS FDS9.3K shares28.50%2026-03-312026-05-08

DEM WISDOMTREE TR7.3K shares0.99%2026-03-312026-05-08

DFIS DIMENSIONAL ETF TRUST10.6K shares-0.92%2026-03-312026-05-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.5K shares-7.64%2026-03-312026-05-08

EOCT INNOVATOR ETFS TRUST11.1K shares-18.37%2026-03-312026-05-08

DFEV DIMENSIONAL ETF TRUST9.7K sharesnew addition2026-03-312026-05-08

IOCT INNOVATOR ETFS TRUST9.6K shares-25.37%2026-03-312026-05-08

IQLT ISHARES TR7.2K shares-14.35%2026-03-312026-05-08

Sponsored

FNDF SCHWAB STRATEGIC TR6.7K shares-10.57%2026-03-312026-05-08

SPHQ INVESCO EXCHANGE TRADED FD T4.3K shares-3.48%2026-03-312026-05-08

USMV ISHARES TR3.5K shares-2.81%2026-03-312026-05-08

VXUS VANGUARD STAR FDS4.1K shares-31.26%2026-03-312026-05-08

SLV ISHARES SILVER TR4.6K sharesnew addition2026-03-312026-05-08

DFAI DIMENSIONAL ETF TRUST7.8K shares29.89%2026-03-312026-05-08

GLD SPDR GOLD TR710 shares-22.23%2026-03-312026-05-08

IJK ISHARES TR3.0K shares-8.99%2026-03-312026-05-08

Sponsored

EJAN INNOVATOR ETFS TRUST8.6K shares-5.10%2026-03-312026-05-08

BSMR INVESCO EXCH TRD SLF IDX FD11.9K shares0.00%2026-03-312026-05-08

BOND PIMCO ETF TR3.0K sharesnew addition2026-03-312026-05-08

VCSH VANGUARD SCOTTSDALE FDS3.5K shares11.62%2026-03-312026-05-08

VGSH VANGUARD SCOTTSDALE FDS4.7K sharesnew addition2026-03-312026-05-08

TJUL INNOVATOR ETFS TRUST8.9K shares-13.14%2026-03-312026-05-08

NSEP INNOVATOR ETFS TRUST9.0K shares0.00%2026-03-312026-05-08

VOE VANGUARD INDEX FDS1.4K shares-5.58%2026-03-312026-05-08

Sponsored

DFAR DIMENSIONAL ETF TRUST10.7K sharesnew addition2026-03-312026-05-08

JPM JPMORGAN CHASE & CO852 shares0.00%2026-03-312026-05-08

DEXC DIMENSIONAL ETF TRUST3.8K shares10.46%2026-03-312026-05-08

INOV INNOVATOR ETFS TRUST6.8K shares-59.75%2026-03-312026-05-08

DFAS DIMENSIONAL ETF TRUST3.2K shares-0.77%2026-03-312026-05-08

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.1K shares0.00%2026-03-312026-05-08

BUFQ FIRST TR EXCHNG TRADED FD VI6.3K sharesnew addition2026-03-312026-05-08

KAPR INNOVATOR ETFS TRUST6.1K shares-18.61%2026-03-312026-05-08

Sponsored

VTEB VANGUARD MUN BD FDS4.4K shares0.00%2026-03-312026-05-08

DFAU DIMENSIONAL ETF TRUST4.7K shares-2.65%2026-03-312026-05-08

IWD ISHARES TR950 sharesnew addition2026-03-312026-05-08

KXI ISHARES TR3.0K sharesnew addition2026-03-312026-05-08

FELG FIDELITY COVINGTON TRUST5.3K shares-20.63%2026-03-312026-05-08

ETY EATON VANCE TAX-MANAGED DIVE10.7K sharesnew addition2026-03-312026-05-08

HYT BLACKROCK CORPOR HI YLD FD I14.8K shares8.32%2026-03-312026-05-08

BUFR

FIRST TR EXCHNG TRADED FD VI

4.88%

Shares254.4K

Event2026-03-31

Filed2026-05-08

BND

VANGUARD BD INDEX FDS

2.83%

Shares97.1K

Event2026-03-31

Filed2026-05-08

VIGI

VANGUARD WHITEHALL FDS

-5.23%

Shares66.1K

Event2026-03-31

Filed2026-05-08

DFIV

DIMENSIONAL ETF TRUST

16.36%

Shares79.0K

Event2026-03-31

Filed2026-05-08

SCHY

SCHWAB STRATEGIC TR

-4.48%

Shares129.4K

Event2026-03-31

Filed2026-05-08

VUG

VANGUARD INDEX FDS

0.48%

Shares8.6K

Event2026-03-31

Filed2026-05-08

VDC

VANGUARD WORLD FD

1.67%

Shares15.1K

Event2026-03-31

Filed2026-05-08

VIG

VANGUARD SPECIALIZED FUNDS

1.41%

Shares15.4K

Event2026-03-31

Filed2026-05-08

VTIP

VANGUARD MALVERN FDS

-2.34%

Shares59.6K

Event2026-03-31

Filed2026-05-08

BSV

VANGUARD BD INDEX FDS

-2.19%

Shares37.9K

Event2026-03-31

Filed2026-05-08

VTV

VANGUARD INDEX FDS

15.20%

Shares13.3K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

-2.23%

Shares8.5K

Event2026-03-31

Filed2026-05-08

SCHO

SCHWAB STRATEGIC TR

-6.81%

Shares73.7K

Event2026-03-31

Filed2026-05-08

VNQ

VANGUARD INDEX FDS

-1.98%

Shares19.7K

Event2026-03-31

Filed2026-05-08

HGER

HARBOR ETF TRUST

106.76%

Shares56.0K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

1.36%

Shares6.6K

Event2026-03-31

Filed2026-05-08

SCHD

SCHWAB STRATEGIC TR

-6.97%

Shares56.0K

Event2026-03-31

Filed2026-05-08

SCHG

SCHWAB STRATEGIC TR

0.01%

Shares57.4K

Event2026-03-31

Filed2026-05-08

ISHARES TR

-1.94%

Shares23.6K

Event2026-03-31

Filed2026-05-08

VXF

VANGUARD INDEX FDS

1.75%

Shares6.9K

Event2026-03-31

Filed2026-05-08

PYLD

PIMCO ETF TR

12.38%

Shares48.8K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

-3.85%

Shares6.1K

Event2026-03-31

Filed2026-05-08

XLU

SELECT SECTOR SPDR TR

-2.74%

Shares27.6K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

-4.89%

Shares6.8K

Event2026-03-31

Filed2026-05-08

EEMV

ISHARES INC

3.63%

Shares17.7K

Event2026-03-31

Filed2026-05-08

BSCS

INVESCO EXCH TRD SLF IDX FD

16.26%

Shares55.2K

Event2026-03-31

Filed2026-05-08

BSCQ

INVESCO EXCH TRD SLF IDX FD

6.74%

Shares57.7K

Event2026-03-31

Filed2026-05-08

BSCR

INVESCO EXCH TRD SLF IDX FD

11.78%

Shares56.8K

Event2026-03-31

Filed2026-05-08

BUFY

FIRST TR EXCHNG TRADED FD VI

68.04%

Shares45.7K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

-4.47%

Shares2.7K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-08

JCPB

J P MORGAN EXCHANGE TRADED F

32.33%

Shares19.5K

Event2026-03-31

Filed2026-05-08

MINT

PIMCO ETF TR

41.51%

Shares9.0K

Event2026-03-31

Filed2026-05-08

BIV

VANGUARD BD INDEX FDS

-3.24%

Shares11.2K

Event2026-03-31

Filed2026-05-08

FLOT

ISHARES TR

56.52%

Shares15.6K

Event2026-03-31

Filed2026-05-08

PAPR

INNOVATOR ETFS TRUST

0.00%

Shares18.9K

Event2026-03-31

Filed2026-05-08

TSLA

TESLA INC

-7.48%

Shares2.0K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-08

IAPR

INNOVATOR ETFS TRUST

-31.65%

Shares21.9K

Event2026-03-31

Filed2026-05-08

VTI

VANGUARD INDEX FDS

4.24%

Shares2.0K

Event2026-03-31

Filed2026-05-08

USFR

WISDOMTREE TR

-7.33%

Shares12.7K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-9.56%

Shares2.1K

Event2026-03-31

Filed2026-05-08

IAUG

INNOVATOR ETFS TRUST

-1.60%

Shares21.2K

Event2026-03-31

Filed2026-05-08

IJUL

INNOVATOR ETFS TRUST

-8.25%

Shares17.7K

Event2026-03-31

Filed2026-05-08

SCHP

SCHWAB STRATEGIC TR

26.59%

Shares22.3K

Event2026-03-31

Filed2026-05-08

NOCT

INNOVATOR ETFS TRUST

-24.23%

Shares10.3K

Event2026-03-31

Filed2026-05-08

DFLV

DIMENSIONAL ETF TRUST

-1.68%

Shares15.5K

Event2026-03-31

Filed2026-05-08

QUAL

ISHARES TR

-2.30%

Shares2.9K

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR

2.40%

Shares940

Event2026-03-31

Filed2026-05-08

DFSV

DIMENSIONAL ETF TRUST

5.72%

Shares14.8K

Event2026-03-31

Filed2026-05-08

GNR

SPDR INDEX SHS FDS

-0.03%

Shares6.3K

Event2026-03-31

Filed2026-05-08

EFAV

ISHARES TR

-16.55%

Shares4.9K

Event2026-03-31

Filed2026-05-08

DBC

INVESCO DB COMMDY INDX TRCK

-5.01%

Shares14.9K

Event2026-03-31

Filed2026-05-08

HYS

PIMCO ETF TR

New

Shares4.6K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

-15.77%

Shares1.5K

Event2026-03-31

Filed2026-05-08

FLTB

FIDELITY MERRIMACK STR TR

-0.33%

Shares8.2K

Event2026-03-31

Filed2026-05-08

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares12.9K

Event2026-03-31

Filed2026-05-08

PSTP

INNOVATOR ETFS TRUST

-0.04%

Shares11.4K

Event2026-03-31

Filed2026-05-08

LDUR

PIMCO ETF TR

14.57%

Shares4.0K

Event2026-03-31

Filed2026-05-08

BSMQ

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares16.2K

Event2026-03-31

Filed2026-05-08

SCHA

SCHWAB STRATEGIC TR

-10.79%

Shares13.1K

Event2026-03-31

Filed2026-05-08

IJAN

INNOVATOR ETFS TRUST

-2.98%

Shares10.5K

Event2026-03-31

Filed2026-05-08

NNOV

INNOVATOR ETFS TRUST

-31.96%

Shares13.5K

Event2026-03-31

Filed2026-05-08

EJUL

INNOVATOR ETFS TRUST

-23.37%

Shares12.5K

Event2026-03-31

Filed2026-05-08

EDIV

SPDR INDEX SHS FDS

28.50%

Shares9.3K

Event2026-03-31

Filed2026-05-08

DEM

WISDOMTREE TR

0.99%

Shares7.3K

Event2026-03-31

Filed2026-05-08

DFIS

DIMENSIONAL ETF TRUST

-0.92%

Shares10.6K

Event2026-03-31

Filed2026-05-08

INVESCO EXCHANGE TRADED FD T

-7.64%

Shares7.5K

Event2026-03-31

Filed2026-05-08

EOCT

INNOVATOR ETFS TRUST

-18.37%

Shares11.1K

Event2026-03-31

Filed2026-05-08

DFEV

DIMENSIONAL ETF TRUST

New

Shares9.7K

Event2026-03-31

Filed2026-05-08

IOCT

INNOVATOR ETFS TRUST

-25.37%

Shares9.6K

Event2026-03-31

Filed2026-05-08

IQLT

ISHARES TR

-14.35%

Shares7.2K

Event2026-03-31

Filed2026-05-08

FNDF

SCHWAB STRATEGIC TR

-10.57%

Shares6.7K

Event2026-03-31

Filed2026-05-08

SPHQ

INVESCO EXCHANGE TRADED FD T

-3.48%

Shares4.3K

Event2026-03-31

Filed2026-05-08

USMV

ISHARES TR

-2.81%

Shares3.5K

Event2026-03-31

Filed2026-05-08

VXUS

VANGUARD STAR FDS

-31.26%

Shares4.1K

Event2026-03-31

Filed2026-05-08

SLV

ISHARES SILVER TR

New

Shares4.6K

Event2026-03-31

Filed2026-05-08

DFAI

DIMENSIONAL ETF TRUST

29.89%

Shares7.8K

Event2026-03-31

Filed2026-05-08

GLD

SPDR GOLD TR

-22.23%

Shares710

Event2026-03-31

Filed2026-05-08

IJK

ISHARES TR

-8.99%

Shares3.0K

Event2026-03-31

Filed2026-05-08

EJAN

INNOVATOR ETFS TRUST

-5.10%

Shares8.6K

Event2026-03-31

Filed2026-05-08

BSMR

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares11.9K

Event2026-03-31

Filed2026-05-08

BOND

PIMCO ETF TR

New

Shares3.0K

Event2026-03-31

Filed2026-05-08

VCSH

VANGUARD SCOTTSDALE FDS

11.62%

Shares3.5K

Event2026-03-31

Filed2026-05-08

VGSH

VANGUARD SCOTTSDALE FDS

New

Shares4.7K

Event2026-03-31

Filed2026-05-08

TJUL

INNOVATOR ETFS TRUST

-13.14%

Shares8.9K

Event2026-03-31

Filed2026-05-08

NSEP

INNOVATOR ETFS TRUST

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-08

VOE

VANGUARD INDEX FDS

-5.58%

Shares1.4K

Event2026-03-31

Filed2026-05-08

DFAR

DIMENSIONAL ETF TRUST

New

Shares10.7K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

0.00%

Shares852

Event2026-03-31

Filed2026-05-08

DEXC

DIMENSIONAL ETF TRUST

10.46%

Shares3.8K

Event2026-03-31

Filed2026-05-08

INOV

INNOVATOR ETFS TRUST

-59.75%

Shares6.8K

Event2026-03-31

Filed2026-05-08

DFAS

DIMENSIONAL ETF TRUST

-0.77%

Shares3.2K

Event2026-03-31

Filed2026-05-08

INVESCO EXCH TRADED FD TR II

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-08

BUFQ

FIRST TR EXCHNG TRADED FD VI

New

Shares6.3K

Event2026-03-31

Filed2026-05-08

KAPR

INNOVATOR ETFS TRUST

-18.61%

Shares6.1K

Event2026-03-31

Filed2026-05-08

VTEB

VANGUARD MUN BD FDS

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-08

DFAU

DIMENSIONAL ETF TRUST

-2.65%

Shares4.7K

Event2026-03-31

Filed2026-05-08

IWD

ISHARES TR

New

Shares950

Event2026-03-31

Filed2026-05-08

KXI

ISHARES TR

New

Shares3.0K

Event2026-03-31

Filed2026-05-08

FELG

FIDELITY COVINGTON TRUST

-20.63%

Shares5.3K

Event2026-03-31

Filed2026-05-08

ETY

EATON VANCE TAX-MANAGED DIVE

New

Shares10.7K

Event2026-03-31

Filed2026-05-08

HYT

BLACKROCK CORPOR HI YLD FD I

8.32%

Shares14.8K

Event2026-03-31

Filed2026-05-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available