Opus Financial Solutions
Opus Financial Solutions reported 111 stocks worth $124M in its 13F filing for Q2 2026, filed Jul 24, 2026. Its largest holdings are BUFR (7.5%), BND (5.2%) and VIGI (4.7%). Compared with Q1 2026, the fund opened new positions in ITOT, ICVT and LLY, added to AAPL, VUG and DFIV, trimmed BND, VIGI and SCHY and sold out of NOCT, IOCT and SLV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BUFR First Trust | $9.3M | 7.5% | 254K | No change | 3 of 3 | |
| 2 |  BND Vanguard BD Index Fds | $6.5M | 5.2% | 88K | −9,213 (−9%) | 3 of 3 | |
| 3 |  VIGI Vanguard Whitehall Fds | $5.8M | 4.7% | 62K | −4,352 (−7%) | 3 of 3 | |
| 4 |  AAPL Apple Inc | $5.1M | 4.1% | 17K | +8,937 (+105%) | 3 of 3 | |
| 5 |  VUG Vanguard Index Fds | $4.9M | 4.0% | 57K | +49K (+566%) | 3 of 3 | |
| 6 |  DFIV Dimensional ETF Trust | $4.9M | 3.9% | 90K | +11K (+14%) | 3 of 3 | |
| 7 |  VIG Vanguard Dividend Appreciation ETF | $4M | 3.2% | 17K | +1,486 (+10%) | 3 of 3 | |
| 8 |  SCHY Schwab International | $3.9M | 3.2% | 123K | −5,947 (−5%) | 3 of 3 | |
| 9 |  VDC Vanguard World FD | $3.2M | 2.6% | 14K | −830 (−6%) | 3 of 3 | |
| 10 |  VTIP Vanguard Shrt Inf Prot | $3.1M | 2.5% | 62K | +2,157 (+4%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 NOCT Innovator Growth | $583K | 10K |
 IOCT Innovator International Developed Power Buffer ETF - October | $337K | 9,623 |
 SLV Ishares Silver Trust | $312K | 4,579 |
 EJAN Innovator Emerging | $293K | 8,621 |
 TJUL Innovator Etfs Trust | $261K | 8,900 |
🔒 Free account: see all 7.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 24, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Opus Financial Solutions 13F FAQ
What does Opus Financial Solutions own?
Opus Financial Solutions reported 111 stocks worth $124M in its 13F filing for Q2 2026, filed Jul 24, 2026. Its largest holdings are BUFR (7.5%), BND (5.2%) and VIGI (4.7%). The table above lists every position in the filing (the top 10 without an account).
What did Opus Financial Solutions buy and sell in Q2 2026?
Compared with Q1 2026: 15 new positions, 39 added to, 34 trimmed and 7 sold out. New positions include ITOT, ICVT and LLY. It sold all of NOCT, IOCT and SLV.
When will Opus Financial Solutions file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Opus Financial Solutions's portfolio worth?
The Q2 2026 filing reports $124M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.