Opes Wealth Management LLC
All 13F Filings
- Location
- Menlo Park, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 608,583
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/28/2026 | 146 | 608,583 | 13F-HR | Opes Wealth Management LLC |
| Q4 2025 | 2/2/2026 | 148 | 613,311 | 13F-HR | Opes Wealth Management LLC |
| Q3 2025 | 11/24/2025 | 144 | 577,896 | 13F-HR | Opes Wealth Management LLC |
| Q2 2025 | 7/31/2025 | 145 | 563,170 | 13F-HR | Opes Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
22.84 K
(3.8% of total reported value)
· QoQ Δ:
-1.684 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 174.6 K | 30.0% | 0 | 261.2 K | -261.2 K |
| ETFs | 387.9 K | 66.6% | 264.4 K | 0 | 264.4 K |
| Debt | 20.04 K | 3.4% | 10.09 K | 0 | 10.09 K |
| Other | 0 | 0.0% | 0 | 16.19 K | -16.19 K |
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Fund Snapshot
Q1 2026
Latest filed
4/28/2026
Total value ($000)
608,583
Holdings
146
QoQ value change ($000)
-4,728
(-0.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.