account_balance
Investment manager · 13F filer · SEC CIK 1766918
Opes Wealth Management LLC
Reported value$586Mas of Mar 31, 2026
Positions141
Top 10 weight47.1%AAPL alone is 16%
FiledApr 2929 days after quarter end
Portfolio · as of Mar 31, 2026
Where the money is
AAPLApple Inc.
15.8%
FNDFSchwab Strategic Tr
6.0%
CMFiShares Tr
4.5%
GILDGilead Sciences, Inc.
4.0%
FNDBSchwab Strategic Tr
3.5%
JBNDJ P Morgan Exchange Traded F
3.4%
IUSBiShares Tr
2.7%
VOTVanguard Index FDS
2.5%
SPHQInvesco Exchange Traded Fd T
2.4%
SCHBSchwab Strategic Tr
2.3%
FNDXSchwab Strategic Tr
2.2%
VOEVanguard Index FDS
2.2%
AAPLApple Inc.
15.8%
FNDFSchwab Strategic Tr
6.0%
CMFiShares Tr
4.5%
GILDGilead Sciences, Inc.
4.0%
FNDBSchwab Strategic Tr
3.5%
JBNDJ P Morgan Exchange Traded F
3.4%
IUSBiShares Tr
2.7%
VOTVanguard Index FDS
2.5%
SPHQ2.4%
SCHB2.3%
FNDX2.2%
VOE2.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 15.8%
FNDF Schwab Strategic Tr 6.0%
CMF iShares Tr 4.5%
GILD Gilead Sciences, Inc. 4.0% FNDB Schwab Strategic Tr 3.5%
JBND J P Morgan Exchange Traded F 3.4%
IUSB iShares Tr 2.7%
VOT Vanguard Index FDS 2.5%
SPHQ Invesco Exchange Traded Fd T 2.4%
SCHB Schwab Strategic Tr 2.3%
FNDX Schwab Strategic Tr 2.2%
VOE Vanguard Index FDS 2.2%
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