Opes Wealth Management LLC
Q4 2025 13F Holdings
- Locationmenlo park, CA
- Num holdings
148
- Value ($000)
$613,311
- Date Filed02/02/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
APPLE INC | COM | 037833100 | $101.79M | 17 % | 374,434 | ||
SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $32.3M | 5 % | 714,490 | ||
ISHARES TR | CALIF MUN BD ETF | 464288356 | $25.22M | 4 % | 438,978 | ||
GILEAD SCIENCES INC | COM | 375558103 | $20.82M | 3 % | 169,652 | ||
SCHWAB STRATEGIC TR | FUNDAMENTAL US B | 808524789 | $19.6M | 3 % | 737,649 | ||
APPLE INC | COM | 037833100 | $19.03M | 3 % | 70,000 | put | |
ISHARES TR | CORE UNIVRSL USD | 46434V613 | $16.19M | 3 % | 347,916 | ||
VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | $15.45M | 3 % | 55,345 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $14.57M | 2 % | 555,549 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | $14.08M | 2 % | 187,611 |
Rows Per Page
10
- 5
- 10
- 20
- 30
- 50
- 100