Opes Wealth Management LLC
Q1 2025 13F Holdings
- Locationmenlo park, CA
- Num holdings
143
- Value ($000)
$495,487
- Date Filed05/06/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $91.78M | 19 % | 413,196 | ||
FNDF SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $24.77M | 5 % | 685,436 | ||
CMF ISHARES TR | CALIF MUN BD ETF | 464288356 | $20.45M | 4 % | 363,362 | ||
GILD GILEAD SCIENCES INC | COM | 375558103 | $17.63M | 4 % | 157,327 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $16.71M | 3 % | 362,571 | ||
FNDB SCHWAB STRATEGIC TR | FUNDAMENTAL US B | 808524789 | $14.60M | 3 % | 634,586 | ||
VOT VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | $12.50M | 3 % | 51,095 | ||
SPHQ INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | $11.95M | 2 % | 180,112 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $11.61M | 2 % | 539,246 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $11.34M | 2 % | 480,476 |
Rows Per Page
10
- 10
- 50
- 100