Long-term investor
Opus Financial Solutions LLC @opusfinancialsolutionsll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001934041).
Record
- Tracked since 2025-12-31 (250 days), 62 trades recorded
- Returns: week n/a · month n/a · 90 days +5.9% · 6 months n/a · 1 year n/a · all +5.2%
- Max drawdown n/a · win rate 18% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BUFR · 7.5% · long · since 2025-12-31
- BND · 5.2% · long · since 2025-12-31
- VIGI · 4.7% · long · since 2025-12-31
- AAPL · 4.1% · long · since 2025-12-31
- VUG · 4.0% · long · since 2025-12-31
- DFIV · 3.9% · long · since 2025-12-31
- VIG · 3.2% · long · since 2025-12-31
- SCHY · 3.2% · long · since 2025-12-31
- VDC · 2.6% · long · since 2025-12-31
- VTIP · 2.5% · long · since 2025-12-31
- VTV · 2.5% · long · since 2025-12-31
- NVDA · 2.3% · long · since 2025-12-31