Opes Wealth Management LLC
Opes Wealth Management LLC reported 146 positions worth $608.6M as of March 31, 2026 (13F filed April 29, 2026). Largest holding: AAPL (15.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $92.4M | 15.18% | 364,108 | — | — | |
| ▸ 2 | FNDF | SH | $34.9M | 5.74% | 713,937 | — | — | |
| ▸ 3 | CMF | SH | $26.6M | 4.37% | 467,978 | — | — | |
| ▸ 4 | GILD | SH | $23.6M | 3.89% | 169,652 | — | — | |
| ▸ 5 | FNDB | SH | $20.3M | 3.33% | 744,765 | — | — | |
| ▸ 6 | JBND | SH | $20.0M | 3.29% | 372,762 | — | — | |
| ▸ 7 | AAPL | PUT | $17.5M | 2.88% | 69,000 | — | — | |
| ▸ 8 | IUSB | SH | $16.0M | 2.64% | 347,461 | — | — | |
| ▸ 9 | VOT | SH | $14.5M | 2.39% | 56,473 | — | — | |
| ▸ 10 | SPHQ | SH | $14.0M | 2.30% | 186,317 | — | — |
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Frequently Asked Questions
What stocks does Opes Wealth Management LLC hold as of Q1 2026?
Opes Wealth Management LLC reported 146 positions worth $608.6M in its Q1 2026 13F filing. Largest positions: AAPL (15.2%), FNDF (5.7%), CMF (4.4%), GILD (3.9%) and FNDB (3.3%).
What did Opes Wealth Management LLC buy in Q1 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Opes Wealth Management LLC sell in Q1 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.