Institutional Fund
Opus Financial Solutions LLC
Downers Grove, ILCIK 19340412 filings on record
Portfolio Value
$106.15M
Q1 2026
Holdings
103
Reported positions
New Buys
10
Opened this quarter
QoQ Change
+0.2%
from $105.97M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- First Tr Exchng Traded Fd Vi8.1%
- Vanguard Bd Index Fds6.7%
- Vanguard Whitehall Fds5.5%
- Dimensional ETF Trust3.9%
- Schwab Strategic Tr3.9%
- Vanguard Index Fds3.5%
- Other68.3%
Portfolio Holdings
103 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | First Tr Exchng Traded Fd Vi | 254.4K | $8.59M | 8.1% | +11.8K | Added |
| 2 | Vanguard Bd Index Fds | 97.1K | $7.15M | 6.7% | +2.7K | Added |
| 3 | Vanguard Whitehall Fds | 66.1K | $5.85M | 5.5% | −3.6K | Reduced |
| 4 | Dimensional ETF Trust | 79.0K | $4.17M | 3.9% | +11.1K | Added |
| 5 | Schwab Strategic Tr | 129.4K | $4.10M | 3.9% | −6.1K | Reduced |
| 6 | Vanguard Index Fds | 8.6K | $3.76M | 3.5% | +41 | Added |
| 7 | Vanguard World Fd | 15.1K | $3.38M | 3.2% | +247 | Added |
| 8 | Vanguard Specialized Funds | 15.4K | $3.31M | 3.1% | +214 | Added |
| 9 | Vanguard Malvern Fds | 59.6K | $2.98M | 2.8% | −1.4K | Reduced |
| 10 | Vanguard Bd Index Fds | 37.9K | $2.97M | 2.8% | −848 | Reduced |
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