Opes Wealth Management LLC
All 13F Filings
- Location
- Menlo Park, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 613,311
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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):
24.53 K
(4.0% of total reported value)
· QoQ Δ:
+14.62 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 435.8 K | 74.4% | 16.39 K | 0 | 16.39 K |
| ETFs | 123.6 K | 21.1% | 3.788 K | 0 | 3.788 K |
| Debt | 9.956 K | 1.7% | 35 | 0 | 35 |
| Other | 16.19 K | 2.8% | 519 | 0 | 519 |
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Fund Snapshot
Q4 2025
Latest filed
2/2/2026
Total value ($000)
613,311
Holdings
148
QoQ value change ($000)
35,415
(6.1%)
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.