Opes Wealth Management LLC — 13F holdings

Opes Wealth Management LLC reported 146 holdings worth $609M in its 13F filing for Q1 2026, filed April 29, 2026.

Largest positions

1. AAPL APPLE INC — $110M (18.1%)
2. FNDF SCHWAB STRATEGIC TR — $34.9M (5.7%)
3. CMF ISHARES TR — $26.6M (4.4%)
4. GILD GILEAD SCIENCES INC — $23.6M (3.9%)
5. FNDB SCHWAB STRATEGIC TR — $20.3M (3.3%)
6. JBND J P MORGAN EXCHANGE TRADED F — $20.0M (3.3%)
7. IUSB ISHARES TR — $16.0M (2.6%)
8. VOT VANGUARD INDEX FDS — $14.5M (2.4%)
9. SPHQ INVESCO EXCHANGE TRADED FD T — $14.0M (2.3%)
10. SCHB SCHWAB STRATEGIC TR — $13.5M (2.2%)