Opes Wealth Management LLC: summary

Opes Wealth Management LLC reported 146 positions with a reported value of $608.58M in its 13F for Q1 2026. Compared with Q4 2025: 3 new positions, 5 exited.

Top positions

• APPLE INC COM
• SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
• ISHARES TR
• GILEAD SCIENCES INC COM
• SCHWAB STRATEGIC TR
• J P MORGAN EXCHANGE TRADED F
• APPLE INC COM
• ISHARES CORE TOTAL USD BOND MARKET ETF
• VANGUARD MORNINGSTAR MID-CAP GROWTH ETF
• INVESCO S&P 500 QUALITY ETF