Opes Wealth Management LLC
Q3 2025 13F Holdings
- Locationmenlo park, CA
- Num holdings
144
- Value ($000)
$577,896
- Date Filed11/24/2025
- Form type13F-HR
- CIK0001766918
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $97.91 M | 17 % | 384,537 | ||
FNDF SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $30.19 M | 5 % | 702,657 | ||
CMF ISHARES TR | CALIF MUN BD ETF | 464288356 | $23.86 M | 4 % | 418,263 | ||
GILD GILEAD SCIENCES INC | COM | 375558103 | $18.98 M | 3 % | 171,017 | ||
FNDB SCHWAB STRATEGIC TR | FUNDAMENTAL US B | 808524789 | $18.61 M | 3 % | 723,173 | ||
VOT VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | $16.02 M | 3 % | 54,540 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $15.67 M | 3 % | 335,541 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $14.17 M | 3 % | 551,135 | ||
SPHQ INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | $13.60 M | 2 % | 185,554 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $13.10 M | 2 % | 410,597 |
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