Opes Wealth Management LLC Portfolio Holdings

Opes Wealth Management LLC

  • $553 Million
  • Q2 2025

Opes Wealth Management LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $553 Million distributed in 145 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $86.8M, Netflix Inc with a value of $28.7M, Schwab Fundamental Intl Large with a value of $28.5M, Ishares California Muni Bond E with a value of $21.6M, and Gilead Sciences, Inc. with a value of $19M.

Examining the 13F form we can see an increase of $67.3M in the current position value, from $486M to 553M.

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 $553 Million
ETFs: $365 Million
Technology: $107 Million
Communication Services: $34.5 Million
Healthcare: $23.2 Million
Consumer Defensive: $4.54 Million
Financial Services: $3.91 Million
Consumer Cyclical: $3.82 Million
Industrials: $2.7 Million
Other: $1.53 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 145
  • Current Value $553 Million
  • Prior Value $486 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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