What does Opes Wealth Management LLC hold?

Opes Wealth Management LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include AAPL. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1766918.

What is Opes Wealth Management LLC's AUM?

Opes Wealth Management LLC reported approximately $608.6M in 13F-reportable AUM as of 2026-03-31. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities).

Where does 13F Pro source Opes Wealth Management LLC's holdings?

All Opes Wealth Management LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1766918. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Opes Wealth Management LLC's 13F data updated on 13F Pro?

Opes Wealth Management LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Opes Wealth Management LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1766918

Institutional-grade research for retail investors

Sector Allocation

Other67.2%$393.3M
Technology20.1%$118.0M
Financials5.6%$32.7M
Healthcare4.5%$26.6M
Industrials1.1%$6.2M
Consumer Discretionary0.5%$2.9M
Communication Services0.4%$2.1M
Materials0.3%$1.7M
Consumer Staples0.2%$1.4M
Utilities0.1%$607,677

AUM History

13fpro.ai/research/fund/opes-wealth-management-llc-1766918

Conviction and streaks

Stable · top 10 = 47.1%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$AAPLConviction hold15.8% weight · held 9 quarters

$Conviction hold6.0% weight · held 9 quarters

$Conviction hold4.5% weight · held 9 quarters

$GILDConviction hold4.0% weight · held 9 quarters

$Conviction hold3.5% weight · held 9 quarters

$Accumulating+341% shares · 8 quarters running

$Accumulating+28% shares · 8 quarters running

$Accumulating+37% shares · 8 quarters running

$Accumulating+58% shares · 8 quarters running

$Accumulating+30% shares · 8 quarters running

$Trimming-78% shares · 8 quarters running

$MUFGTrimming-29% shares · 6 quarters running

$PMTrimming-20% shares · 6 quarters running

$Trimming-3% shares · 5 quarters running

$Trimming-4% shares · 5 quarters running

Largest positions — Q1 2026

AAPL
$92.4M
SCHWAB
$34.9M
ISHARES
$26.6M
GILD
$23.6M
SCHWAB
$20.3M
J
$20.0M
ISHARES
$16.0M
VANGUARD
$14.5M
IVZ
$14.0M
SCHWAB
$13.5M
SCHWAB
$13.1M
VANGUARD
$12.8M
SCHWAB
$12.2M
DIMENSIONAL
$11.8M
VANGUARD
$10.9M
SCHWAB
$10.5M
ISHARES
$10.5M
SCHWAB
$10.5M
SCHWAB
$9.9M
FIDELITY
$9.4M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/opes-wealth-management-llc-1766918

Opes Wealth Management LLC 13F holdings — Q1 2026

$608.6M portfolio (-0.8% QoQ) · 146 holdings · Q1 2026 13F · top 10 are 47% of the stock portfolio

Includes $22.8M of put/call options ($22.8M puts, $0 calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $585.7M. Weights use the stock portfolio.

1
Apple Inc.
$AAPL
$92.4M
15.8% of stocks
-3%This quarter+27.3%Since filed9+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
2
SCHWAB STRATEGIC TR
$34.9M
6.0% of stocks
-0.1%This quarter—Since filed—Held
AIQuality—Est. buy—
3
ISHARES TR
$26.6M
4.5% of stocks
+7%This quarter—Since filed—Held
AIQuality—Est. buy—
4
GILEAD SCIENCES, INC.
$GILD
$23.6M
4.0% of stocks
No changeThis quarter+23.2%Since filed9+ qtrsHeld
AIQuality56.8#1,125Est. buyEstimated buy price is Pro: unlock with a free trial
5
SCHWAB STRATEGIC TR
$20.3M
3.5% of stocks
+1.0%This quarter—Since filed—Held
AIQuality—Est. buy—
6
J P MORGAN EXCHANGE TRADED F
$20.0M
3.4% of stocks
+102%This quarter—Since filed—Held
AIQuality—Est. buy—
7
ISHARES TR
$16.0M
2.7% of stocks
-0.1%This quarter—Since filed—Held
AIQuality—Est. buy—
8
VANGUARD INDEX FDS
$14.5M
2.5% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
9
Invesco Ltd.
$IVZ
$14.0M
2.4% of stocks
-0.7%This quarter+11.3%Since filed9+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
10
SCHWAB STRATEGIC TR
$13.5M
2.3% of stocks
-3%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	Apple Inc.$AAPL	$92.4M	15.8%	-3%	+27.3%	9+ qtrsTrimmed 3 qtrs in a row	75.7#88	Estimated buy price is Pro: unlock with a free trial
2	SCHWAB STRATEGIC TR	$34.9M	6.0%	-0.1%	—	—	—	—
3	ISHARES TR	$26.6M	4.5%	+7%	—	—	—	—
4	GILEAD SCIENCES, INC.$GILD	$23.6M	4.0%	No change	+23.2%	9+ qtrs	56.8#1,125	Estimated buy price is Pro: unlock with a free trial
5	SCHWAB STRATEGIC TR	$20.3M	3.5%	+1.0%	—	—	—	—
6	J P MORGAN EXCHANGE TRADED F	$20.0M	3.4%	+102%	—	—	—	—
7	ISHARES TR	$16.0M	2.7%	-0.1%	—	—	—	—
8	VANGUARD INDEX FDS	$14.5M	2.5%	+2%	—	—	—	—
9	Invesco Ltd.$IVZ	$14.0M	2.4%	-0.7%	+11.3%	9+ qtrsAdded 2 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
10	SCHWAB STRATEGIC TR	$13.5M	2.3%	-3%	—	—	—	—

All holdings — Opes Wealth Management LLC (Q1 2026)

Sort

146 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$AAPLPUT	Apple Inc.	Technology	$17.5M	—	69K	-1%	—	—	13F
12	—	SCHWAB STRATEGIC TR	—	$13.1M	2.2%	472K	-1%	—	—	13F
13	—	VANGUARD INDEX FDSetf/fund	—	$12.8M	2.2%	70K	+2%	—	—	13F
14	—	SCHWAB STRATEGIC TR	—	$12.2M	2.1%	420K	+4%	—	—	13F
15	—	DIMENSIONAL ETF TRUSTetf/fund	—	$11.8M	2.0%	330K	-0.2%	—	—	13F
16	—	VANGUARD MALVERN FDSetf/fund	—	$10.9M	1.9%	218K	+11%	—	—	13F
17	—	SCHWAB STRATEGIC TR	—	$10.5M	1.8%	345K	-0.5%	—	—	13F
18	—	ISHARES TRetf/fund	—	$10.5M	1.8%	44K	-0.4%	—	—	13F
19	—	SCHWAB STRATEGIC TR	—	$10.5M	1.8%	225K	+1%	—	—	13F
20	—	SCHWAB STRATEGIC TR	—	$9.9M	1.7%	305K	-2%	—	—	13F
21	—	FIDELITY MERRIMACK STR TR	—	$9.4M	1.6%	205K	+2%	—	—	13F
22	$IVZ	Invesco Ltd.	Financials	$9.2M	1.6%	126K	+4%	9+ qtrsAdded 2 qtrs in a row	—	13F
23	—	ISHARES TRetf/fund	—	$9.1M	1.6%	135K	-0.8%	—	—	13F
24	—	VANGUARD CHARLOTTE FDSetf/fund	—	$8.5M	1.5%	178K	+34%	—	—	13F
25	—	INVESCO EXCH TRADED FD TR II	—	$8.4M	1.4%	195K	-2%	—	—	13F
26	—	SPDR INDEX SHS FDS	—	$8.2M	1.4%	175K	+2%
27	—	FRANKLIN TEMPLETON ETF TR	—	$7.3M	1.2%	201K	+7%
28	—	ISHARES TR	—	$7.1M	1.2%	17K	-0.1%
29	—	ISHARES TR	—	$7.1M	1.2%	129K	+0.3%
30	—	ISHARES TR	—	$6.1M	1.1%	127K	-0.1%
31	$NVDA	NVIDIA CORP	Technology	$5.5M	0.9%	32K	-2%
32	—	INVESCO EXCH TRADED FD TR II	—	$4.9M	0.8%	140K	+4%
33	—	SPDR INDEX SHS FDS	—	$4.5M	0.8%	98K	+3%
34	—	NUSHARES ETF TR	—	$4.1M	0.7%	90K	+1%
35	$GOOG	Alphabet Inc.	Technology	$4.0M	0.7%	14K	-2%
36	$MSFT	MICROSOFT CORP	Technology	$3.9M	0.7%	10K	-0.3%
37	$WT	WisdomTree, Inc.	Financials	$3.7M	0.6%	116K	+3%
38	—	FIDELITY COVINGTON TRUST	—	$3.6M	0.6%	134K	+4%
39	—	ISHARES TR	—	$3.5M	0.6%	16K	-0.5%
40	$CAT	CATERPILLAR INC	Industrials	$3.5M	0.6%	4,876	+0.0%
41	—	VANGUARD MUN BD FDS	—	$3.4M	0.6%	68K	+12%
42	—	ISHARES TR	—	$3.3M	0.6%	23K	+0.3%
43	—	KRANESHARES TRUST	—	$3.2M	0.5%	170K	+0.0%
44	—	INNOVATOR ETFS TRUST	—	$3.1M	0.5%	59K	+0.9%
45	—	SCHWAB STRATEGIC TR	—	$2.7M	0.5%	89K	-0.2%
46	—	VANGUARD WHITEHALL FDS	—	$2.6M	0.4%	17K	-0.1%
47	—	ISHARES TR	—	$2.5M	0.4%	45K	—
48	$GOOGL	Alphabet Inc.	Technology	$2.5M	0.4%	8,668	+10%
49	—	VANGUARD INTL EQUITY INDEX F	—	$2.4M	0.4%	44K	-5%
50	$NVDA PUT	NVIDIA CORP	Technology	$2.3M	—	13K	-10%
51	—	ISHARES TR	—	$2.2M	0.4%	17K	-1%
52	—	ISHARES TR	—	$2.0M	0.3%	44K	-0.4%
53	—	ISHARES TR	—	$1.7M	0.3%	39K	+2%
54	$WT	WisdomTree, Inc.	Financials	$1.7M	0.3%	32K	+5%
55	$ALB	ALBEMARLE CORP	Materials	$1.7M	0.3%	9,199	+0.0%
56	$GOOG PUT	Alphabet Inc.	Technology	$1.6M	—	5,700	-5%
57	—	EA SERIES TRUST	—	$1.6M	0.3%	33K	—
58	$NFLX	NETFLIX INC	Communication Services	$1.6M	0.3%	16K	-0.3%
59	—	ISHARES TR	—	$1.6M	0.3%	21K	+3%
60	—	VANGUARD TAX-MANAGED FDS	—	$1.5M	0.3%	24K	-14%
61	$AMZN	AMAZON COM INC	Consumer Discretionary	$1.5M	0.3%	7,210	-5%
62	$DAN	DANA Inc	Industrials	$1.5M	0.3%	45K	—
63	$TRMB	TRIMBLE INC.	Technology	$1.5M	0.3%	23K	—
64	—	NUSHARES ETF TR	—	$1.5M	0.3%	38K	+0.3%
65	—	AMERICAN CENTY ETF TR	—	$1.5M	0.3%	22K	-0.7%
66	$JNJ	JOHNSON & JOHNSON	Healthcare	$1.4M	0.2%	5,790	-3%
67	$EBAY	EBAY INC	Consumer Discretionary	$1.1M	0.2%	13K	+0.3%
68	$SPY	SPDR S&P 500 ETF TRUST	—	$1.1M	0.2%	1,728	-1%
69	$BMY	BRISTOL MYERS SQUIBB CO	Healthcare	$1.1M	0.2%	18K	+0.1%
70	—	ISHARES TR	—	$1.0M	0.2%	22K	+0.3%
71	—	VANGUARD INDEX FDS	—	$1.0M	0.2%	1,716	-2%
72	—	NEW YORK LIFE INVTS ACTIVE E	—	$1.0M	0.2%	43K	+5%
73	$MUFG	MITSUBISHI UFJ FINANCIAL GROUP INC	Financials	$984K	0.2%	22K	-7%
74	$META	Meta Platforms, Inc.	Technology	$960K	0.2%	1,678	+0.8%
75	—	AMERICAN CENTY ETF TR	—	$930K	0.2%	13K	+4%
76	$APH	AMPHENOL CORP /DE/	Technology	$918K	0.2%	7,264	-13%
77	$MSCI	MSCI Inc.	Financials	$862K	0.1%	1,600	—
78	—	ISHARES TR	—	$829K	0.1%	8,940	-5%
79	$AMAT	APPLIED MATERIALS INC /DE	Technology	$794K	0.1%	2,323	+1%
80	—	DIMENSIONAL ETF TRUST	—	$750K	0.1%	18K	+2%
81	—	VANGUARD WORLD FD	—	$749K	0.1%	10K	+9%
82	—	J P MORGAN EXCHANGE TRADED F	—	$725K	0.1%	16K	+6%
83	$CAT PUT	CATERPILLAR INC	Industrials	$708K	—	1,000	New
84	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$698K	0.1%	1,209	-12%
85	$MSFT PUT	MICROSOFT CORP	Technology	$666K	—	1,800	—
86	$MCO	MOODYS CORP /DE/	Financials	$615K	0.1%	1,410	—
87	—	FRANKLIN TEMPLETON ETF TR	—	$605K	0.1%	30K	+3%
88	$AMD	ADVANCED MICRO DEVICES INC	Technology	$589K	0.1%	2,895	-2%
89	$CSCO	CISCO SYSTEMS, INC.	Technology	$544K	0.1%	7,008	+7%
90	$ROKU	ROKU, INC	Communication Services	$526K	0.1%	5,558	+0.5%
91	$AKAM	AKAMAI TECHNOLOGIES INC	Industrials	$509K	0.1%	4,434	+0.4%
92	—	ISHARES TR	—	$481K	0.1%	4,842	-27%
93	—	VANGUARD INDEX FDS	—	$478K	0.1%	1,095	—
94	$WT	WisdomTree, Inc.	Financials	$470K	0.1%	8,868	+8%
95	—	ISHARES TR	—	$467K	0.1%	3,281	-16%
96	—	VANGUARD INDEX FDS	—	$463K	0.1%	1,443	+26%
97	$KLAC	KLA CORP	Technology	$451K	0.1%	306	+2%
98	—	ISHARES TR	—	$435K	0.1%	8,160	—
99	$PLTR	Palantir Technologies Inc.	Technology	$427K	0.1%	2,921	+1%
100	$CME	CME GROUP INC.	Financials	$423K	0.1%	1,432	+0.4%
101	$NXPI	NXP Semiconductors N.V.	Technology	$421K	0.1%	2,139	+0.2%
102	$INTC	INTEL CORP	Technology	$418K	0.1%	9,479	+0.6%
103	—	VANGUARD BD INDEX FDS	—	$402K	0.1%	5,458	+0.8%
104	$PM	Philip Morris International Inc.	Consumer Staples	$399K	0.1%	2,411	-1%
105	$WDAY	Workday, Inc.	Technology	$397K	0.1%	3,053	+0.5%
106	$NEE	NEXTERA ENERGY INC	Utilities	$394K	0.1%	4,241	-0.4%
107	—	FIRST TR EXCHNG TRADED FD VI	—	$386K	0.1%	7,058	-86%
108	—	ISHARES TR	—	$369K	0.1%	4,958	—
109	$QCOM	QUALCOMM INC/DE	Technology	$363K	0.1%	2,822	-1%
110	$LLY	ELI LILLY & Co	Healthcare	$362K	0.1%	393	-5%
111	—	ISHARES TR	—	$347K	0.1%	7,302	-7%
112	—	VANGUARD INDEX FDS	—	$327K	0.1%	1,093	—
113	—	ISHARES TR	—	$320K	0.1%	17K	-34%
114	—	ISHARES TR	—	$318K	0.1%	11K	-24%
115	—	ISHARES TR	—	$302K	0.1%	462	—
116	$CVX	CHEVRON CORP	Energy	$286K	0.1%	1,381	+2%
117	$UNP	UNION PACIFIC CORP	Industrials	$283K	0.1%	1,168	-2%
118	$CLX	CLOROX CO /DE/	Consumer Staples	$277K	0.1%	2,671	—
119	$PYPL	PayPal Holdings, Inc.	Financials	$276K	0.1%	6,103	+1%
120	$WMT	Walmart Inc.	Consumer Staples	$273K	0.1%	2,200	-2%
121	$NOW	ServiceNow, Inc.	Technology	$269K	0.1%	2,575	+4%
122	$RTX	RTX Corp	Industrials	$262K	0.0%	1,356	-7%
123	$ADBE	ADOBE INC.	Technology	$262K	0.0%	1,076	—
124	—	ISHARES TR	—	$261K	0.0%	3,124	—
125	$TSLA	Tesla, Inc.	Consumer Discretionary	$259K	0.0%	698	-6%
126	$V	VISA INC.	Financials	$253K	0.0%	837	+3%
127	—	SCHWAB STRATEGIC TR	—	$251K	0.0%	11K	+2%
128	$SONY	Sony Group Corp	Technology	$249K	0.0%	12K	+0.5%
129	—	ISHARES TR	—	$245K	0.0%	1,277	—
130	$OKTA	Okta, Inc.	Technology	$242K	0.0%	3,072	+2%
131	—	VANGUARD INDEX FDS	—	$241K	0.0%	1,228	—
132	—	SPDR SERIES TRUST	—	$239K	0.0%	3,027	—
133	$CRM	Salesforce, Inc.	Technology	$236K	0.0%	1,264	-9%
134	$PEP	PEPSICO INC	Consumer Staples	$234K	0.0%	1,507	-14%
135	$CRWD	CrowdStrike Holdings, Inc.	Technology	$233K	0.0%	596	+3%
136	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$226K	0.0%	227	New
137	$XEL	XCEL ENERGY INC	Utilities	$214K	0.0%	2,691	New
138	$GD	GENERAL DYNAMICS CORP	Industrials	$211K	0.0%	616	-6%
139	$JPM	JPMORGAN CHASE & CO	Financials	$211K	0.0%	716	-6%
140	—	ISHARES TR	—	$209K	0.0%	1,685	—
141	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$209K	0.0%	862	+11%
142	—	FIRST TR EXCHNG TRADED FD VI	—	$207K	0.0%	3,704	-27%
143	—	ISHARES TR	—	$205K	0.0%	826	—
144	$ONTF	ON24 INC.	Technology	$182K	0.0%	23K	—
145	$SRTS	Sensus Healthcare, Inc.	Healthcare	$64K	0.0%	16K	—
146	$SLQT	SelectQuote, Inc.	Financials	$37K	0.0%	60K	—

What changed in Q1 2026

Against the previous quarter's 13F: 3 new, 62 added to, 57 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.

New positions (3)

$CATPUTCATERPILLAR INC$708K
first bought this quarter
$COSTCOSTCO WHOLESALE CORP /NEW$226K
first bought this quarter
$XELXCEL ENERGY INC$214K
first bought this quarter

Added to (62)

J P MORGAN EXCHANGE TRADED F+102%
now $20.0M
VANGUARD CHARLOTTE FDS+34%
now $8.5M
ISHARES TR+7%
now $26.6M
VANGUARD MALVERN FDS+11%
now $10.9M
FRANKLIN TEMPLETON ETF TR+7%
now $7.3M
VANGUARD MUN BD FDS+12%
now $3.4M

+56 more in the Excel export

Trimmed (57)

$AAPLApple Inc.-3%
now $92.4M · held 9+ qtrs, 3 trims in a row
FIRST TR EXCHNG TRADED FD VI-86%
now $386K
$AAPLPUTApple Inc.-1%
now $17.5M
VANGUARD TAX-MANAGED FDS-14%
now $1.5M
$NVDAPUTNVIDIA CORP-10%
now $2.3M
$APHAMPHENOL CORP /DE/-13%
now $918K · held 5 qtrs, 2 trims in a row

+51 more in the Excel export

Sold out (4)

$ORCLORACLE CORPwas $311K
held 8+ qtrs
$DISWalt Disney Cowas $254K
held 8+ qtrs
$ABTABBOTT LABORATORIESwas $248K
held 8+ qtrs
$URIUNITED RENTALS, INC.was $206K
held 2 qtrs

Holdings by quarter

Every 13F Opes Wealth Management LLC has filed, 28 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Opes Wealth Management?

Q1 2026 13F filed with the SEC on Apr 29, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Opes Wealth Management's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)

Top 10 since filing

+20.6%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 10% over the last 4

Top 10 weight

47%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

99%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Opes Wealth Management LLC disclosed 146 positions worth $608.6M in its Form 13F-HR for Q1 2026 — $585.7M in common stock plus $22.8M of put/call option positions (reported at underlying notional value, not premium at risk), led by $AAPL (Apple Inc.) at 15.8% of the equity portfolio. During the quarter the fund opened 3 new positions and exited 4 — including a new stake in $CAT and a full exit from $ORCL. The portfolio is most concentrated in Other (67.2% of disclosed assets). All figures are sourced directly from Opes Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 1766918.

Funds like this

managers whose biggest positions overlap Opes Wealth Management's

Neumann Capital Management, LLC$391.13M 13F book · 3 shared top holdingsGILDBMYUNP Lombard Odier Asset Management (USA) Corp$726.90M 13F book · 3 shared top holdingsGILDBMYQCOM Railway Pension Investments Ltd$7.95B 13F book · 6 shared top holdingsGILDBMYAPHKLAC BAILARD, INC.$4.94B 13F book · 3 shared top holdingsGILDKLACQCOM United Super Pty Ltd in its capacity as Trustee for the Cons$5.59B 13F book · 6 shared top holdingsGILDBMYAPHMSCI CapWealth Advisors, LLC$1.32B 13F book · 3 shared top holdingsGILDPLTRNEE

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

Berkshire Hathaway Bridgewater Associates Citadel Advisors Renaissance Technologies Two Sigma Investments DE Shaw & Co Millennium Management AQR Capital Management Point72 Asset Management Tiger Global Management Vanguard Group BlackRock

to search all 8,700+ institutional filers.

AI-Powered Hedge Fund Analysis: Opes Wealth Management LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Opes Wealth Management LLC (SEC CIK: 1766918), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Opes Wealth Management LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.