Opus Financial Solutions LLC
All 13F Filings
- Location
- Downers Grove, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 124,040
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 111 | 124,040 | 13F-HR | Opus Financial Solutions LLC |
| Q1 2026 | 5/8/2026 | 103 | 106,151 | 13F-HR | Opus Financial Solutions LLC |
| Q4 2025 | 2/17/2026 | 103 | 105,968 | 13F-HR | Opus Financial Solutions LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 22.21 K | 17.9% | 0 | 4.72 K | -4.72 K |
| ETFs | 97.77 K | 78.8% | 22.31 K | 0 | 22.31 K |
| Debt | 4.068 K | 3.3% | 303 | 0 | 303 |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
124,040
Holdings
111
QoQ value change ($000)
17,889
(16.9%)
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.