Opus Financial Solutions LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Opus Financial Solutions LLC reported 103 stock positions worth $106.0 million. Its top holding was FT Vest Lad Buffervetf-Usd I (BUFR) at 7.8% of the portfolio, followed by Vanguard Total Bond Market (BND, 6.6%) and Vanguard Int Div App Indx FD (VIGI, 6.0%).
- Most Recent 13F
- Q2 2026
- Location
- DOWNERS GROVE, IL
- CIK
- 0001934041
- Portfolio Value
- $106.0M (Q4 2025)
- SEC Filing
- 0001934041-26-000003 ↗ filed Feb 17, 2026
Holdings Value
Holdings 103 stocks · $106.0M
| BUFR FT Vest Lad Buffervetf-Usd I | 7.84% | 242,527 | $8.3M | — |
| BND Vanguard Total Bond Market | 6.60% | 94,417 | $7.0M | — |
| VIGI Vanguard Int Div App Indx FD | 6.02% | 69,792 | $6.4M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.95% | 8,571 | $4.2M | — |
| SCHY Schwab International DVD ETF | 3.81% | 135,488 | $4.0M | — |
| DFIV Dimensional International Va | 3.20% | 67,860 | $3.4M | — |
| VIG Vanguard Dividend Apprec ETF | 3.15% | 15,179 | $3.3M | — |
| VDC Vanguard Consumer Staple ETF | 2.95% | 14,816 | $3.1M | — |
| BSV Vanguard Short-Term Bond ETF | 2.88% | 38,729 | $3.1M | — |
| VTIP Vanguard Short-Term Tips | 2.85% | 61,049 | $3.0M | — |
| AAPL Apple Inc. | 2.24% | 8,735 | $2.4M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.08% | 11,523 | $2.2M | — |
| SCHO Schwab Short-Term US Treas | 1.82% | 79,070 | $1.9M | — |
| SCHG Schwab US Large-Cap Growth | 1.77% | 57,444 | $1.9M | — |
| VNQ Vanguard Real Estate ETF | 1.67% | 20,047 | $1.8M | — |
| XT Ishar Fture Exp Tech ETF-Usd | 1.58% | 24,058 | $1.7M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 1.58% | 6,473 | $1.7M | — |
| SCHD Schwab US DVD Equity ETF | 1.56% | 60,179 | $1.7M | — |
| AMZN Amazon.com Inc. | 1.39% | 6,382 | $1.5M | — |
| VXF Vanguard Extended Market ETF | 1.34% | 6,804 | $1.4M | — |
| MSFT Microsoft Corp. | 1.30% | 2,839 | $1.4M | — |
| NVDA Nvidia Corp. | 1.26% | 7,172 | $1.3M | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.14% | 28,388 | $1.2M | — |
| PYLD PIMCO Multisector Bond Actv | 1.09% | 43,443 | $1.2M | — |
| EEMV iShares MSCI Emg MKT Min Vol | 1.03% | 17,036 | $1.1M | — |
| BSCQ Invesco Bulletshares 2026 CB | 1.00% | 54,024 | $1.1M | — |
| GOOGL Alphabet Inc. Class A | 0.95% | 3,229 | $1.0M | — |
| BSCR Invesco Bulletshares 2027 CB | 0.95% | 50,769 | $1.0M | — |
| IAPR Innovator International Deve | 0.93% | 32,093 | $990K | — |
| TSLA Tesla Inc. | 0.93% | 2,180 | $980K | — |
| BSCS Invesco Bulletshares 2028 CB | 0.92% | 47,475 | $978K | — |
| BIV Vanguard Intermediate-Term B | 0.85% | 11,566 | $901K | — |
| NOCT Innovator Growth-100 Power B | 0.75% | 13,641 | $790K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.71% | 1,501 | $754K | — |
| GOOG Alphabet Inc. Class C | 0.70% | 2,363 | $742K | — |
| PAPR Innovator U.S. Equity Power | 0.70% | 18,861 | $738K | — |
| ITOT iShares Core S&P Total U.S. | 0.68% | 4,870 | $724K | — |
| JCPB JPMorgan Core Plus Bond ETF | 0.66% | 14,719 | $697K | — |
| USFR Wisdomtree Floating Rate Tre | 0.65% | 13,700 | $689K | — |
| HGER Harbor Commodity All Weather | 0.63% | 27,087 | $672K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.62% | 1,957 | $656K | — |
| IJUL Innovator International Deve | 0.61% | 19,271 | $646K | — |
| MINT PIMCO Enhanced Short Maturit | 0.60% | 6,352 | $637K | — |
| IAUG Innov in DVLP PWRB ETF - Aug | 0.58% | 21,500 | $612K | — |
| BUFY Ftvest Lddrdintlmod Buff ETF | 0.57% | 27,184 | $605K | — |
| QUAL iShares MSCI USA Quality Fac | 0.55% | 2,953 | $587K | — |
| INOV Inno Int Dev Power Buff Nov | 0.55% | 16,926 | $585K | — |
| NNOV Innovator G-100 PB ETF - Nov | 0.54% | 19,800 | $568K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.53% | 918 | $564K | — |
| DFLV Dim US Large Cap Value ETF | 0.51% | 15,782 | $540K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.48% | 1,769 | $513K | — |
| FLOT iShares Floating Rate Bond E | 0.48% | 9,973 | $507K | — |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.48% | 5,842 | $504K | — |
| EJUL Innovator Emerging Markets P | 0.45% | 16,259 | $482K | — |
| SCHP Schwab U.S. Tips ETF | 0.44% | 17,621 | $467K | — |
| DFSV Dimensional US Small Cap Val | 0.43% | 13,995 | $460K | — |
| IOCT Innovator Int Dev Power Buff | 0.42% | 12,894 | $449K | — |
| VXUS Vanguard Total Intl Stock | 0.42% | 5,908 | $446K | — |
| EOCT Innovator Emer MKT PWR Buff | 0.41% | 13,584 | $430K | — |
| FLTB Fidelity Ltd. TRM BND ETF | 0.40% | 8,265 | $419K | — |
| SCHA Schwab US Small-Cap ETF | 0.39% | 14,674 | $418K | — |
| PSTP Innovator PWR Buff Su St ETF | 0.38% | 11,425 | $404K | — |
| IJAN Innovator International Deve | 0.37% | 10,808 | $391K | — |
| GNR State Street SPDR S&P Global | 0.37% | 6,253 | $389K | — |
| SCHM Schwab US Mid Cap ETF | 0.37% | 12,920 | $389K | — |
| IQLT iShares MSCI International Q | 0.36% | 8,430 | $383K | — |
| BSMQ Invesco Bulletshares 2026 MB | 0.36% | 16,203 | $383K | — |
| PRF Invesco Rafi US 1000 ETF | 0.36% | 8,100 | $380K | — |
| NDEC In Gro-100 PWR Buf ETF - Dec | 0.35% | 13,426 | $372K | — |
| GLD SPDR Gold Shares | 0.34% | 913 | $362K | — |
| DFIS Dimensional International SM | 0.33% | 10,680 | $352K | — |
| DBC Invesco DB Commodity Index T | 0.33% | 15,704 | $351K | — |
| DEM Wisdomtree Emerging Markets | 0.32% | 7,265 | $339K | — |
| LDUR PIMCO Enhanced Low Duration | 0.32% | 3,534 | $339K | — |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.32% | 7,499 | $339K | — |
| USMV iShares MSCI USA Min Vol Fac | 0.32% | 3,556 | $335K | — |
| SPHQ Invesco S&P 500 Quality ETF | 0.31% | 4,426 | $332K | — |
| IJK iShares S&P Mid-Cap 400 Grow | 0.30% | 3,280 | $318K | — |
| EJAN Innovator Emerging Markets P | 0.29% | 9,084 | $307K | — |
| TJUL Innovator Equity Defined Pro | 0.29% | 10,246 | $303K | — |
| EDIV State Street SPDR S&P Emergi | 0.27% | 7,210 | $282K | — |
| BSMR Invesco Bulletshares 2027 MB | 0.27% | 11,924 | $282K | — |
| FELG Fidelity Enh LRG Cap GWTH | 0.27% | 6,738 | $281K | — |
| JPM JPMorgan Chase & Co. | 0.26% | 852 | $275K | — |
| KAPR Innovator U.S. Small Cap Pow | 0.25% | 7,502 | $264K | — |
| NSEP Innovator G100 PB ETF-Sep | 0.25% | 8,965 | $262K | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.25% | 1,469 | $261K | — |
| NJUL Innovator Growth 100 Power B | 0.24% | 3,562 | $259K | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.24% | 3,142 | $251K | — |
| DFAI Dimensional International Co. | 0.22% | 6,039 | $230K | — |
| DFAS Dimensional US Small Cap ETF | 0.21% | 3,257 | $227K | — |
| IDEC Inno Int Dev Power Buff Dec | 0.21% | 6,975 | $225K | — |
| DFAU Dimensional US Core Equity M | 0.21% | 4,787 | $224K | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.21% | 4,374 | $220K | — |
| SPLV Invesco S&P 500 Low Volatili | 0.21% | 3,067 | $219K | — |
| NAUG Innov G-100 Powr BF ETF -Aug | 0.20% | 7,230 | $214K | — |
| PJUL Innovator U.S. Equity Power | 0.20% | 4,530 | $210K | — |
| DEXC Dimensional Em Ex Cce ETF | 0.20% | 3,414 | $207K | — |
| PANW Palo Alto Networks Inc. | 0.19% | 1,120 | $206K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.19% | 440 | $206K | — |
| FTSL First Trust Senior Loan ETF | 0.19% | 4,460 | $205K | — |
| IHAK iShares Cybersecurity & Tech | 0.19% | 4,218 | $203K | — |
| HYT BlackRock Corp. Hi YLD | 0.12% | 13,695 | $122K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.