Opus Financial Solutions LLC

CIK

1934041

Location

DOWNERS GROVE, IL

Portfolio Value

Micro $16,855,150

Diversification

Diversified

Filing Date

Global Rank

#7,871 / 8,517 ▲ 142

Top Industry

Consumer Electronics 32.5%

3Y Alpha vs SPY

+1.6%

Period ended 46 days ago

Filed Jul 24, 2026 · 22d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+11.6%

SPY

+13.9%

Annualised alpha

-5.2%

Max drawdown

−8.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

19 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

30.0%

+5.9 pts

Top 5

70.7%

+10.5 pts

Top 10

87.8%

+3.9 pts

HHI

1,467

Diversified+379

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	57.7%	$9,722,129	6
Consumer Cyclical	15.2%	$2,568,982	2
Unclassified	7.7%	$1,292,323	3
Financial Services	7.6%	$1,289,153	4
Communication Services	6.8%	$1,139,652	1
Industrials	2.9%	$481,883	2
Healthcare	2.1%	$361,028	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+8,937	17,477	$5,057,144
NVDA	Nvidia Corp	+7,396	14,217	$2,844,679
AMZN	Amazon Com Inc	+1,415	7,551	$1,799,705
MSFT	Microsoft Corp	+154	2,866	$1,069,075
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−2,177	3,189	$1,139,652
DBC	Invesco DB Commodity Index Tracking Fund	−1,914	13,003	$346,659
TSLA	Tesla, Inc.	−188	1,829	$769,277
BRK-B	Berkshire Hathaway Inc	−46	1,455	$728,067
QQQ	Invesco Qqq Trust, Series 1	−11	929	$684,115
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
LLY	ELI LILLY & Co	301	$361,028
PANW	Palo Alto Networks Inc	902	$307,600
BA	Boeing Co	1,134	$245,476
AMD	Advanced Micro Devices Inc	411	$238,754
CAT	Caterpillar Inc	222	$236,407
TSM	Taiwan Semiconductor Manufacturing Co Ltd	429	$204,877
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
VIGI	Vanguard International Dividend Appreciation ETF	66,145	$5,851,186
VIG	Vanguard Dividend Appreciation ETF	15,393	$3,310,418
VB	Vanguard Morningstar Small-Cap ETF	6,561	$1,718,457
VXF	Vanguard Extended Market ETF	6,923	$1,424,753
BIV	Vanguard Intermediate-Term Bond ETF	11,191	$863,721
VXUS	Vanguard Total International Stock ETF	4,061	$313,143
SLV	iShares Silver Trust	4,579	$312,013
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

19 tracked positions · $16,855,150 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	17,477	+8,937	$5,057,144	+133.3%	30.00%
NVDA	Nvidia Corp Technology	Added	14,217	+7,396	$2,844,679	+139.1%	16.88%
AMZN	Amazon Com Inc Consumer Cyclical	Added	7,551	+1,415	$1,799,705	+40.8%	10.68%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,189	-2,177	$1,139,652	−26.1%	6.76%
MSFT	Microsoft Corp Technology	Added	2,866	+154	$1,069,075	+6.5%	6.34%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,829	-188	$769,277	+2.6%	4.56%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,455	-46	$728,067	+1.2%	4.32%
QQQ	Invesco Qqq Trust, Series 1	Reduced	929	-11	$684,115	+26.1%	4.06%
LLY	ELI LILLY & Co Healthcare	NEW	301	NEW	$361,028	NEW	2.14%
DBC	Invesco DB Commodity Index Tracking Fund	Reduced	13,003	-1,914	$346,659	−19.7%	2.06%
PANW	Palo Alto Networks Inc Technology	NEW	902	NEW	$307,600	NEW	1.82%
JPM	Jpmorgan Chase & Co Financial Services	Held	852	0	$278,885	+11.3%	1.65%
GLD	Spdr Gold Trust	Held	710	0	$261,549	−14.4%	1.55%
BA	Boeing Co Industrials	NEW	1,134	NEW	$245,476	NEW	1.46%
AMD	Advanced Micro Devices Inc Technology	NEW	411	NEW	$238,754	NEW	1.42%
CAT	Caterpillar Inc Industrials	NEW	222	NEW	$236,407	NEW	1.40%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	429	NEW	$204,877	NEW	1.22%
ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund Financial Services	Held	10,675	0	$155,214	+5.4%	0.92%
HYT	Blackrock Corporate High Yield Fund, Inc. Financial Services	Held	14,835	0	$126,987	+0.5%	0.75%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.