Opus Financial Solutions LLC reported 17 positions worth $16.78M for the quarter ended Jun 30, 2026, up 68.6% on the prior quarter. It opened 6 new positions, added to 5, trimmed 4 and exited 1. Its largest holding is Apple Inc. at 30.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | +8,937 | +104.6% | $2.59M | 30.14% |
| NVDA Nvidia Corp | +7,396 | +108.4% | $1.48M | 16.95% |
| LLY ELI LILLY & Co | +301 | – | $361.21K | 2.15% |
| AMZN Amazon Com Inc | +1,415 | +23.1% | $337.25K | 10.73% |
| PANW Palo Alto Networks Inc | +902 | – | $307.60K | 1.83% |
| BA Boeing Co | +1,134 | – | $245.48K | 1.46% |
| AMD Advanced Micro Devices Inc | +411 | – | $238.75K | 1.42% |
| CAT Caterpillar Inc | +222 | – | $236.41K | 1.41% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +429 | – | $204.88K | 1.22% |
| GOOG Alphabet Inc. | +383 | +17.9% | $135.33K | 5.31% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SLV iShares Silver Trust | -4,579 | -100.0% | $312.01K | Exited |
| TSLA Tesla, Inc. | -188 | -9.3% | $79.07K | 4.58% |
| DBC Invesco DB Commodity Index Tracking Fund | -1,914 | -12.8% | $51.03K | 2.07% |
| BRK-B Berkshire Hathaway Inc | -46 | -3.1% | $23.02K | 4.34% |
| GOOGL Alphabet Inc. | -40 | -1.2% | $14.30K | 6.79% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| LLY ELI LILLY & Co | +301 | $361.21K | 2.15% |
| PANW Palo Alto Networks Inc | +902 | $307.60K | 1.83% |
| BA Boeing Co | +1,134 | $245.48K | 1.46% |
| AMD Advanced Micro Devices Inc | +411 | $238.75K | 1.42% |
| CAT Caterpillar Inc | +222 | $236.41K | 1.41% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +429 | $204.88K | 1.22% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| SLV iShares Silver Trust | -4,579 | $312.01K | 3.14% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 17.5K | $5.06M | 30.14% | +8,937 | +104.6% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 14.2K | $2.84M | 16.95% | +7,396 | +108.4% | Added | 0% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 7,551 | $1.80M | 10.73% | +1,415 | +23.1% | Added | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 3,189 | $1.14M | 6.79% | -40 | -1.2% | Reduced | 0% |
| 5 | MSFT Microsoft Corp | Technology | 2,866 | $1.07M | 6.37% | +154 | +5.7% | Added | 0% |
| 6 | GOOG Alphabet Inc. | Technology | 2,520 | $890.39K | 5.31% | +383 | +17.9% | Added | 0% |
| 7 | TSLA Tesla, Inc. | Consumer Discretionary | 1,829 | $769.28K | 4.58% | -188 | -9.3% | Reduced | 0% |
| 8 | BRK-B Berkshire Hathaway Inc | Financial Services | 1,455 | $728.07K | 4.34% | -46 | -3.1% | Reduced | 0% |
| 9 | LLY ELI LILLY & Co | Healthcare | 301 | $361.21K | 2.15% | +301 | – | New | 0% |
| 10 | DBC Invesco DB Commodity Index Tracking Fund | Others | 13.0K | $346.66K | 2.07% | -1,914 | -12.8% | Reduced | 0.02% |
| 11 | PANW Palo Alto Networks Inc | Technology | 902 | $307.60K | 1.83% | +902 | – | New | 0% |
| 12 | JPM Jpmorgan Chase & Co | Financial Services | 852 | $278.89K | 1.66% | 0 | 0.0% | Unchanged | 0% |
| 13 | GLD Spdr Gold Trust | Others | 710 | $261.55K | 1.56% | 0 | 0.0% | Unchanged | 0% |
| 14 | BA Boeing Co | Industrials | 1,134 | $245.48K | 1.46% | +1,134 | – | New | 0% |
| 15 | AMD Advanced Micro Devices Inc | Technology | 411 | $238.75K | 1.42% | +411 | – | New | 0% |
Tip. Select a row to see that position’s full history at Opus Financial Solutions.
As of its Q2 2026 13F filing, Opus Financial Solutions LLC’s five largest positions were Apple Inc. (AAPL) at 30.1%, Nvidia Corp (NVDA) at 17.0%, Amazon Com Inc (AMZN) at 10.7%, Alphabet Inc. (GOOGL) at 6.8%, Microsoft Corp (MSFT) at 6.4% of the reported portfolio.
Opus Financial Solutions LLC reported a 13F portfolio worth $16.78M across 17 positions for Q2 2026. That is up 68.6% from the previous quarter.
Its largest purchases by value were Apple Inc. ($2.59M), Nvidia Corp ($1.48M), ELI LILLY & Co ($361.21K). It opened 6 new positions.
Its largest sales by value were iShares Silver Trust ($312.01K), Tesla, Inc. ($79.07K), Invesco DB Commodity Index Tracking Fund ($51.03K). It exited 1 positions entirely.
From the Form 13F-HR reports Opus Financial Solutions LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.