Opes Wealth Management LLC - Portfolio overview
Opes Wealth Management LLC has 153 reported holdings in this dataset, with the latest filing dated 2026-04-29.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Healthcare.
Largest reported holdings by portfolio allocation
- AAPL - APPLE INC, 15.40%
- FNDF - SCHWAB STRATEGIC TR, 5.82%
- CMF - ISHARES TR, 4.43%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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