StockDriftsStockDriftsTop 50 Opus Financial Solutions LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BUFR | FIRST TR EXCHNG TRADED FD VI | 7.49% | 254.2K | $9.3M | -0.05%(-135) | $33.85(+10.29%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 5.2% | 87.9K | $6.5M | -9.49%(-9.21K) | $74.21(-2.59%) | 2026-06-30 | |
| VIGI | VANGUARD WHITEHALL FDS | 4.65% | 61.8K | $5.8M | -6.58%(-4.35K) | $90.51(+9.99%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.08% | 17.5K | $5.1M | +104.65%(+8.94K) | $265.67(+15.43%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 3.98% | 57.3K | $4.9M | +10.93%(+5.65K) | $80.36(+10.84%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.92% | 90.1K | $4.9M | +14.07%(+11.11K) | $49.00(+18.24%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.22% | 16.9K | $4.0M | +9.65%(+1.49K) | $218.30(+12.97%) | 2026-06-30 | |
| SCHY | SCHWAB STRATEGIC TR | 3.16% | 123.5K | $3.9M | -4.60%(-5.95K) | $28.88(+16.00%) | 2026-06-30 | |
| VDC | VANGUARD WORLD FD | 2.59% | 14.2K | $3.2M | -5.51%(-830) | $212.57(+8.37%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 2.5% | 61.8K | $3.1M | +3.62%(+2.16K) | $50.05(-0.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +5.37% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.67% |
Opus Financial Solutions LLC reports $124.04M in US-listed equity holdings across 111 positions in its most recent 13F filing. Its largest disclosed positions are BUFR (7.5%), BND (5.2%) and VIGI (4.7%). The top 20 holdings account for 58.8% of reported assets. Its disclosed equity book has returned +5.37% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Opus Financial Solutions LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1934041). View Opus Financial Solutions LLC’s 13F filings on SEC