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Opus Financial Solutions LLC

13F filer · CIK 0001934041
Reported Jul 24, 2026
Net buyer this quarter
13F portfolio value$124MU.S. long equity reported on 13F
Positions257 new · 1 closed
Net flow last quarter+$5.92MBuys minus sells
Top 10 positions weight14.4%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 24, 202625 positions
AAPLApple Inc.$5.06M4.08%0.00%+104.7%Q4 2025
NVDANvidia Corp$2.84M2.29%0.00%+108.4%Q4 2025
BSVNBank7 Corp.$2.83M2.28%0.38%-4.1%Q4 2025
AMZNAmazon Com Inc$1.8M1.45%0.00%+23.1%Q4 2025
GOOGLAlphabet Inc.$1.14M0.92%0.00%-1.2%Q4 2025
MSFTMicrosoft Corp$1.07M0.86%0.00%+5.7%Q4 2025
GOOGAlphabet Inc.$890K0.72%Not reported+17.9%Q4 2025
TSLATesla, Inc.$769K0.62%0.00%-9.3%Q4 2025
BRK.BBerkshire Hathaway Inc$728K0.59%Not reported-3.1%Q4 2025
QQQInvesco QQQ Trust, Series 1$684K0.55%Not reported-1.2%Q4 2025
LLYELI LILLY & Co$361K0.29%0.00%NewQ2 2026
FNDFSchwab Strategic Trust$354K0.29%Not reportedNot reportedQ4 2025
DBCInvesco DB Commodity Index Tracking Fund$347K0.28%0.02%-12.8%Q4 2025
FLTBFlatbush Federal Bancorp Inc$341K0.28%0.25%-17.4%Q4 2025
PANWPalo Alto Networks Inc$308K0.25%0.00%Not reportedQ4 2025
EMXCEmax Holdings Corp$300K0.24%Not reportedNewQ2 2026
JPMJPMorgan Chase & Co$279K0.22%0.00%Not reportedQ4 2025
GLDSPDR Gold Trust$262K0.21%0.00%Not reportedQ4 2025
INOVInovalon Holdings, Inc.$250K0.20%Not reportedNot reportedQ4 2025
BABoeing Co$245K0.20%0.00%NewQ2 2026
AMDAdvanced Micro Devices Inc$239K0.19%0.00%NewQ2 2026
CATCaterpillar Inc$236K0.19%0.00%NewQ2 2026
TSMTaiwan Semiconductor Manufacturing Co Ltd$205K0.17%0.00%NewQ2 2026
ETYEaton Vance Tax-Managed Diversified Equity Income Fund$155K0.13%Not reportedNot reportedQ1 2026
HYTBlackRock Corporate High Yield Fund, Inc.$127K0.10%Not reportedNot reportedQ4 2025
Q1 2026Reported May 8, 202619 positions
BSVNBank7 Corp.$2.97M2.80%0.40%-2.2%Q4 2025
AAPLApple Inc.$2.17M2.04%0.00%-2.2%Q4 2025
AMZNAmazon Com Inc$1.28M1.20%0.00%-3.9%Q4 2025
NVDANvidia Corp$1.19M1.12%0.00%-4.9%Q4 2025
MSFTMicrosoft Corp$1M0.95%0.00%-4.5%Q4 2025
GOOGLAlphabet Inc.$929K0.87%0.00%Not reportedQ4 2025
TSLATesla, Inc.$750K0.71%0.00%-7.5%Q4 2025
BRK.BBerkshire Hathaway Inc$719K0.68%Not reportedNot reportedQ4 2025
GOOGAlphabet Inc.$613K0.58%Not reported-9.6%Q4 2025
QQQInvesco QQQ Trust, Series 1$543K0.51%Not reported+2.4%Q4 2025
DBCInvesco DB Commodity Index Tracking Fund$432K0.41%0.03%-5.0%Q4 2025
FLTBFlatbush Federal Bancorp Inc$414K0.39%0.30%-0.3%Q4 2025
FNDFSchwab Strategic Trust$328K0.31%Not reported-10.6%Q4 2025
SLViShares Silver Trust$312K0.29%0.00%NewQ1 2026
GLDSPDR Gold Trust$306K0.29%0.00%-22.2%Q4 2025
JPMJPMorgan Chase & Co$251K0.24%0.00%Not reportedQ4 2025
INOVInovalon Holdings, Inc.$236K0.22%Not reported-59.8%Q4 2025
ETYEaton Vance Tax-Managed Diversified Equity Income Fund$147K0.14%Not reportedNewQ1 2026
HYTBlackRock Corporate High Yield Fund, Inc.$126K0.12%Not reported+8.3%Q4 2025
Q4 2025Reported Feb 17, 202619 positions
BSVNBank7 Corp.$3.05M2.88%0.41%NewQ4 2025
AAPLApple Inc.$2.37M2.24%0.00%NewQ4 2025
AMZNAmazon Com Inc$1.47M1.39%0.00%NewQ4 2025
MSFTMicrosoft Corp$1.37M1.30%0.00%NewQ4 2025
NVDANvidia Corp$1.34M1.26%0.00%NewQ4 2025
GOOGLAlphabet Inc.$1.01M0.95%0.00%NewQ4 2025
TSLATesla, Inc.$980K0.93%0.00%NewQ4 2025
BRK.BBerkshire Hathaway Inc$754K0.71%Not reportedNewQ4 2025
GOOGAlphabet Inc.$742K0.70%Not reportedNewQ4 2025
INOVInovalon Holdings, Inc.$585K0.55%Not reportedNewQ4 2025
QQQInvesco QQQ Trust, Series 1$564K0.53%Not reportedNewQ4 2025
FLTBFlatbush Federal Bancorp Inc$419K0.40%0.30%NewQ4 2025
GLDSPDR Gold Trust$362K0.34%0.00%NewQ4 2025
DBCInvesco DB Commodity Index Tracking Fund$351K0.33%0.03%NewQ4 2025
FNDFSchwab Strategic Trust$339K0.32%Not reportedNewQ4 2025
JPMJPMorgan Chase & Co$275K0.26%0.00%NewQ4 2025
PANWPalo Alto Networks Inc$206K0.19%0.00%NewQ4 2025
CRWDCrowdStrike Holdings, Inc.$206K0.19%0.00%NewQ4 2025
HYTBlackRock Corporate High Yield Fund, Inc.$122K0.12%Not reportedNewQ4 2025
Premium opens every quarter this fund has filed

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