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Opus Financial Solutions LLC - Portfolio Stock Holdings

Opus Financial Solutions LLC disclosed 125 stock positions in a recent SEC 13F filing. $112,565,073 of stock holdings were filed, with the largest holdings including BUFR, VIGI, and VUG. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $150,842,783 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

125

Est. Stock Holding Value:

$112,565,073

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Opus Financial Solutions LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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