Opes Wealth Management LLC has filed its 13F form on November 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $567 Million distributed in 144 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $97.9M, Schwab Fundamental Intl Large with a value of $30.2M, Ishares California Muni Bond E with a value of $23.9M, Gilead Sciences, Inc. with a value of $19M, and Schwab Fundamental U S Broad M with a value of $18.6M.
Examining the 13F form we can see an increase of $13.8M in the current position value, from $553M to 567M.
Opes Wealth Management LLC is based out at Menlo Park, CA
Below you can find more details about Opes Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$567 Million
ETFs: $385 Million
Technology: $130 Million
Healthcare: $21.8 Million
Communication Services: $8.54 Million
Consumer Cyclical: $4.48 Million
Industrials: $3.4 Million
Financial Services: $3.01 Million
Consumer Defensive: $1.48 Million
Other: $1.38 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
