Opus Financial Solutions LLC - Portfolio overview

Opus Financial Solutions LLC has 103 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. BUFR - FIRST TR EXCHNG TRADED FD VI, 8.09%
2. BND - VANGUARD BD INDEX FDS, 6.74%
3. VIGI - VANGUARD WHITEHALL FDS, 5.51%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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