Opus Financial Solutions LLC

Q1 2026 13F-HR Holdings

Location
Downers Grove, IL
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
103
Total value ($000)
$106,151
Net value change ($000)
+183 (0.2%)
New positions
10
Sold out positions
10
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
HGER 1,065 158.5%
DFIV 782 23.1%
HYS 431 NEW
BUFY 417 68.9%
VTV 403 18.3%
DFEV 348 NEW
SLV 312 NEW
FLOT 288 56.8%
BUFR 280 3.4%
BOND 280 NEW
Top Reduces (Value $000, Stocks/ETFs)
ITOT -724 -100.0%
VIGI -531 -8.3%
VUG -420 -10.0%
NDEC -372 -100.0%
MSFT -369 -26.9%
INOV -349 -59.7%
IAPR -295 -29.8%
NJUL -259 -100.0%
TSLA -230 -23.5%
IDEC -225 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type