Opes Wealth Management LLC
Annual return '25
+16.5%
SPY '25
+17.7%
Alpha
-1.2ptsvs SPY
Invested
$1.2B
Holdings
141
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q4 2025: Increased +80.0% (77.8k → 140.0k shares)
18.1%
02
$FNDF
SCHWAB STRATEGIC TR
Q4 2025: Increased +1.7% (702.7k → 714.5k shares)
5.7%
03
$CMF
ISHARES TR
Q4 2025: Increased +5.0% (418.3k → 439.0k shares)
4.4%
04
$GILD
GILEAD SCIENCES INC
Q4 2025: Sold 0.8% (171.0k → 169.7k shares)
3.9%
05
$FNDB
SCHWAB STRATEGIC TR
Q4 2025: Increased +2.0% (723.2k → 737.6k shares)
3.3%
06
$JBND
J P MORGAN EXCHANGE TRADED F
Q4 2025: Increased +0.5% (183.2k → 184.1k shares)
3.3%
07
$IUSB
ISHARES TR
Q4 2025: Increased +3.7% (335.5k → 347.9k shares)
2.6%
08
$VOT
VANGUARD INDEX FDS
Q4 2025: Increased +1.5% (54.5k → 55.3k shares)
2.4%
09
$SPHQ
INVESCO EXCHANGE TRADED FD T
Q4 2025: Increased +1.1% (185.6k → 187.6k shares)
2.3%
10
$SCHB
SCHWAB STRATEGIC TR
Q4 2025: Increased +0.8% (551.1k → 555.5k shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:25 UTC.