Opus Financial Solutions LLC - Portfolio Stock Holdings

Opus Financial Solutions LLC disclosed 124 stock positions in a recent SEC 13F filing. $124,039,802 of stock holdings were filed, with the largest holdings including BUFR, BND, and VIGI. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $150,842,783 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.