Opus Financial Solutions LLC

CIK 0001934041 · DOWNERS GROVE, IL · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source

Opus Financial Solutions LLC reported 111 positions worth $124.0M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: BUFR (7.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$124.0M
2026 Q2
Positions
111
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
40.8%
Est. Net Flow (Q)
2026 Q2
10 / 111 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BUFRFIRST TR EXCHNG TRADED FD VISH$9.3M7.49%254,216
2BNDVANGUARD BD INDEX FDSSH$6.5M5.20%87,872
3VIGIVANGUARD WHITEHALL FDSSH$5.8M4.65%61,793
4AAPLAPPLE INCSH$5.1M4.08%17,477
5VUGVANGUARD INDEX FDSSH$4.9M3.98%57,321
6DFIVDIMENSIONAL ETF TRUSTSH$4.9M3.92%90,072
7VIGVANGUARD SPECIALIZED FUNDSSH$4.0M3.22%16,879
8SCHYSCHWAB STRATEGIC TRSH$3.9M3.16%123,467
9VDCVANGUARD WORLD FDSH$3.2M2.59%14,233
10VTIPVANGUARD MALVERN FDSSH$3.1M2.50%61,777

The free plan shows the top 10 positions. The remaining 101 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Opus Financial Solutions LLC hold as of Q2 2026?

Opus Financial Solutions LLC reported 111 positions worth $124.0M in its Q2 2026 13F filing. Largest positions: BUFR (7.5%), BND (5.2%), VIGI (4.7%), AAPL (4.1%) and VUG (4.0%).

What did Opus Financial Solutions LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Opus Financial Solutions LLC sell in Q2 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.