Opus Financial Solutions LLC
CIK 1934041 · Holdings on Dec 31, 2025 · First reported Feb 17, 2026
Top ten holdings
Q4 2025- BUFR7.84%
- BND6.60%
- VIGI6.02%
- VUG3.95%
- SCHY3.81%
- DFIV3.20%
- VIG3.15%
- VDC2.95%
- BSV2.88%
- VTIP2.85%
Share classes counted separately43.25%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BUFRFT VEST LAD BUFFERVETF-USD IFT VEST LADDERED View history and evidence | $8.31M | 7.84% | 242.53K shares | Prior unavailable — | — | ↗▾ |
| 02 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $6.99M | 6.60% | 94.42K shares | Prior unavailable — | — | ↗▾ |
| 03 | VIGIVANGUARD INT DIV APP INDX FDINTL DVD ETF View history and evidence | $6.38M | 6.02% | 69.79K shares | Prior unavailable — | — | ↗▾ |
| 04 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $4.18M | 3.95% | 8.57K shares | Prior unavailable — | — | ↗▾ |
| 05 | SCHYSCHWAB INTERNATIONAL DVD ETFINTERNL DIVID View history and evidence | $4.04M | 3.81% | 135.49K shares | Prior unavailable — | — | ↗▾ |
| 06 | DFIVDIMENSIONAL INTERNATIONAL VAINTERNATNAL VAL View history and evidence | $3.39M | 3.20% | 67.86K shares | Prior unavailable — | — | ↗▾ |
| 07 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $3.34M | 3.15% | 15.18K shares | Prior unavailable — | — | ↗▾ |
| 08 | VDCVANGUARD CONSUMER STAPLE ETFCONSUM STP ETF View history and evidence | $3.13M | 2.95% | 14.82K shares | Prior unavailable — | — | ↗▾ |
| 09 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $3.05M | 2.88% | 38.73K shares | Prior unavailable — | — | ↗▾ |
| 10 | VTIPVANGUARD SHORT-TERM TIPSSTRM INFPROIDX View history and evidence | $3.02M | 2.85% | 61.05K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1934041 · Period Dec 31, 2025
Data loaded Sep 23, 2026 · First reported Feb 17, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 105968450
}Research all 103 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.