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Matthew Smith

Opus Financial Solutions Llc

Assets Managed
$106.151M
Holdings
103
Last Quarter
2026 - Q1
Filed Date
3d ago
Growth Rate
0.18%(2Q avg: 0.09%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Opus Financial Solutions Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 103 positions.

Assets under management

The assets under management (AUM) of Opus Financial Solutions Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 106.151M in assets, with a quarterly growth rate of 0.18% and a 2-quarter average growth rate of 0.09%. The portfolio is managed by Matthew Smith, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Increased 4.88%
8.1%
$8.589M
254,351 shares@ $33.77 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 2.83%
6.74%
$7.149M
97,085 shares@ $73.64 avg price
VIGI
Vanguard Int Div App Indx Fd
Recent Activity
Decreased -5.22%
5.52%
$5.851M
66,145 shares@ $88.46 avg price
DFIV
Dimensional International Va
Recent Activity
Increased 16.37%
3.93%
$4.168M
78,964 shares@ $52.79 avg price
SCHY
Schwab International Dvd Etf
Recent Activity
Decreased -4.48%
3.86%
$4.097M
129,414 shares@ $31.67 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 0.48%
3.55%
$3.761M
8,612 shares@ $436.77 avg price
VDC
Vanguard Consumer Staple Etf
Recent Activity
Increased 1.67%
3.19%
$3.383M
15,063 shares@ $224.6 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 1.41%
3.12%
$3.31M
15,393 shares@ $215.07 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Decreased -2.34%
2.81%
$2.978M
59,620 shares@ $49.95 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Decreased -2.18%
2.8%
$2.97M
37,881 shares@ $78.41 avg price

1-10 of 103