UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8
Report for the Calendar Year or Quarter Ended:
03-31-2025
Check here if Amendment: ☐ Amendment Number:
This Amendment (Check only one.):☐ is a restatement.
☐ adds new holdings entries.

Institutional Investment Manager Filing this Report:

Name:
Opes Wealth Management LLC
Address:
535 MIDDLEFIELD ROAD
SUITE 160
MENLO PARK, CA 94025
Form 13F File Number:
028-19481

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.


Person Signing this Report on Behalf of Reporting Manager:
Name:
Unesa Miguel
Title:
Chief Compliance Officer
Phone:
408-831-5807


Signature, Place, and Date of Signing:

/s/ Unesa Miguel
                         [Signature]
Menlo Park, CALIFORNIA
                 [City, State]
05-06-2025
                           [Date]
                          

Report Type (Check only one.):

☒ 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) 

☐ 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) 

☐ 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)


Form 13F Summary Page

Report Summary:

Number of Other Included Managers:
0
Form 13F Information table Entry Total:
143
Form 13F Information table Value Total:
495487176
          (thousands)

List of Other Included Managers:

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]

  
NONE


UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8
COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ABBOTT LABSCOM002824100378,5832,854SHSOLE2,854 0 0
ADOBE INCCOM00724F101482,8641,259SHSOLE1,259 0 0
ADVANCED MICRO DEVICES INCCOM007903107280,9942,735SHSOLE2,735 0 0
AKAMAI TECHNOLOGIES INCCOM00971T101392,1964,872SHSOLE4,872 0 0
ALBEMARLE CORPCOM012653101536,6217,451SHSOLE7,451 0 0
ALPHABET INCCAP STK CL A02079K3051,672,62110,816SHSOLE10,816 0 0
ALPHABET INCCAP STK CL C02079K1072,151,57713,772SHSOLE13,772 0 0
AMAZON COM INCCOM0231351061,648,2748,663SHSOLE8,663 0 0
AMERICAN CENTY ETF TRAVANTIS RESPONSI025072299713,16211,890SHSOLE11,890 0 0
AMERICAN CENTY ETF TRAVANTIS RESPONSI0250723151,156,25622,504SHSOLE22,504 0 0
AMPHENOL CORP NEWCL A032095101668,29710,189SHSOLE10,189 0 0
APPLE INCCOM03783310091,783,184413,196SHSOLE413,196 0 0
APPLIED MATLS INCCOM038222105364,5412,512SHSOLE2,512 0 0
BRISTOL-MYERS SQUIBB COCOM1101221081,243,64720,391SHSOLE20,391 0 0
CATERPILLAR INCCOM1491231011,634,8194,957SHSOLE4,957 0 0
CHEVRON CORP NEWCOM166764100249,3451,490SHSOLE1,490 0 0
CISCO SYS INCCOM17275R102424,3806,877SHSOLE6,877 0 0
CLOROX CO DELCOM189054109393,3052,671SHSOLE2,671 0 0
CME GROUP INCCOM12572Q105374,8551,413SHSOLE1,413 0 0
DANA INCCOM235825205545,81040,946SHSOLE40,946 0 0
DIMENSIONAL ETF TRUSTEMERGING MKTS VA25434V7408,944,921330,681SHSOLE330,681 0 0
DIMENSIONAL ETF TRUSTUS SUSTAINABILTY25434V716633,87317,701SHSOLE17,701 0 0
DISNEY WALT COCOM254687106331,6853,361SHSOLE3,361 0 0
DOORDASH INCCL A25809K1051,941,20010,621SHSOLE10,621 0 0
EBAY INC.COM278642103843,30112,451SHSOLE12,451 0 0
ELI LILLY & COCOM532457108278,402337SHSOLE337 0 0
FIDELITY COVINGTON TRUSTMSCI RL EST ETF3160928573,237,394117,852SHSOLE117,852 0 0
FIDELITY MERRIMACK STR TRTOTAL BD ETF3161883099,395,618205,819SHSOLE205,819 0 0
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT33740F763424,8638,708SHSOLE8,708 0 0
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT33740U2082,274,99547,760SHSOLE47,760 0 0
FIRST TR EXCHNG TRADED FD VITCW OPPORTUNIS33740F8059,477,989216,195SHSOLE216,195 0 0
FRANKLIN TEMPLETON ETF TRFTSE JAPAN ETF35473P7445,170,284175,860SHSOLE175,860 0 0
FRANKLIN TEMPLETON ETF TRINTL AGGREGTE BD35473P611775,35638,346SHSOLE38,346 0 0
GILEAD SCIENCES INCCOM37555810317,628,490157,327SHSOLE157,327 0 0
HOME DEPOT INCCOM437076102219,161598SHSOLE598 0 0
INNOVATOR ETFS TRUSTUS EQTY BUFR JAN45782C4092,564,53254,995SHSOLE54,995 0 0
INTEL CORPCOM458140100312,57613,764SHSOLE13,764 0 0
INTERNATIONAL BUSINESS MACHSCOM459200101244,681984SHSOLE984 0 0
INVESCO ACTIVELY MANAGED EXCTOTAL RETURN46090A804275,3855,868SHSOLE5,868 0 0
INVESCO EXCH TRADED FD TR IIRAFI DVLPD MRKTS46138E7356,684,661199,681SHSOLE199,681 0 0
INVESCO EXCH TRADED FD TR IIS&P INTL QULTY46138E2144,022,319134,346SHSOLE134,346 0 0
INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL46138E3548,310,433111,221SHSOLE111,221 0 0
INVESCO EXCHANGE TRADED FD TS&P500 QUALITY46137V24111,948,630180,112SHSOLE180,112 0 0
INVESCO QQQ TRUNIT SER 146090E103713,6341,522SHSOLE1,522 0 0
ISHARES INCESG AWR MSCI EM46434G863894,26625,587SHSOLE25,587 0 0
ISHARES TRCALIF MUN BD ETF46428835620,450,013363,362SHSOLE363,362 0 0
ISHARES TRCORE MSCI INTL46435G326215,2123,124SHSOLE3,124 0 0
ISHARES TRCORE S&P MCP ETF4642875076,513,848111,634SHSOLE111,634 0 0
ISHARES TRCORE S&P TTL STK464287150564,1744,624SHSOLE4,624 0 0
ISHARES TRCORE S&P500 ETF464287200275,969491SHSOLE491 0 0
ISHARES TRCORE TOTAL USD46434V61316,707,293362,571SHSOLE362,571 0 0
ISHARES TRCORE US AGGBD ET4642872269,485,67395,892SHSOLE95,892 0 0
ISHARES TREAFE VALUE ETF464288877292,2254,958SHSOLE4,958 0 0
ISHARES TRESG AWARE MSCI46435U663786,98220,489SHSOLE20,489 0 0
ISHARES TRESG AWR MSCI USA46435G4252,770,64922,727SHSOLE22,727 0 0
ISHARES TRESG AWR US AGRGT46435U549350,4977,382SHSOLE7,382 0 0
ISHARES TRESG EAFE ETF46436E7591,430,63821,245SHSOLE21,245 0 0
ISHARES TRESG MSCI USA ETF46436E7672,031,77843,535SHSOLE43,535 0 0
ISHARES TRESG SELECT SCRE46436E5511,329,47434,028SHSOLE34,028 0 0
ISHARES TRGENOMICS IMMUN46435U192295,97814,445SHSOLE14,445 0 0
ISHARES TRGL CLEAN ENE ETF464288224303,68126,592SHSOLE26,592 0 0
ISHARES TRHDG MSCI EAFE46434V803270,4387,452SHSOLE7,452 0 0
ISHARES TRMRGSTR SM CP GR4642886045,324,910118,200SHSOLE118,200 0 0
ISHARES TRMSCI INTL MOMENT46434V4495,007,717125,381SHSOLE125,381 0 0
ISHARES TRMSCI INTL QUALTY46434V4562,066,26152,060SHSOLE52,060 0 0
ISHARES TRMSCI USA MIN VOL46429B6971,053,61011,249SHSOLE11,249 0 0
ISHARES TRMSCI USA MMENTM46432F3968,618,60242,639SHSOLE42,639 0 0
ISHARES TRMSCI USA QLT FCT46432F339295,1941,727SHSOLE1,727 0 0
ISHARES TRRUS 1000 GRW ETF4642876146,071,99616,816SHSOLE16,816 0 0
ISHARES TRRUS 1000 VAL ETF4642875983,069,62616,314SHSOLE16,314 0 0
ISHARES TRS&P MC 400VL ETF4642877052,031,93816,971SHSOLE16,971 0 0
ISHARES TRTIPS BD ETF464287176272,2822,451SHSOLE2,451 0 0
ISHARES TRU.S. MED DVC ETF464288810491,1508,160SHSOLE8,160 0 0
J P MORGAN EXCHANGE TRADED FACTIVE BOND ETF46654Q7168,313,797155,340SHSOLE155,340 0 0
J P MORGAN EXCHANGE TRADED FINCOME ETF46641Q159615,95613,370SHSOLE13,370 0 0
JOHNSON & JOHNSONCOM4781601041,248,6097,529SHSOLE7,529 0 0
JPMORGAN CHASE & CO.COM46625H100279,7441,140SHSOLE1,140 0 0
KRANESHARES TRUSTQUADRTC INT RT5007677363,175,413169,990SHSOLE169,990 0 0
META PLATFORMS INCCL A30303M102655,9321,138SHSOLE1,138 0 0
MICROSOFT CORPCOM5949181044,355,24011,602SHSOLE11,602 0 0
MOODYS CORPCOM615369105658,5341,414SHSOLE1,414 0 0
MSCI INCCOM55354G100904,8001,600SHSOLE1,600 0 0
NETFLIX INCCOM64110L106664,894713SHSOLE713 0 0
NEW YORK LIFE INVTS ACTIVE ENYLI MACKAY MUN45409F827863,04036,005SHSOLE36,005 0 0
NEXTERA ENERGY INCCOM65339F101308,8684,357SHSOLE4,357 0 0
NIKE INCCL B654106103221,7993,494SHSOLE3,494 0 0
NUSHARES ETF TRNUVEEN ESG LRGVL67092P3003,454,97185,329SHSOLE85,329 0 0
NUSHARES ETF TRNUVEEN ESG MIDVL67092P5081,298,78337,965SHSOLE37,965 0 0
NVIDIA CORPORATIONCOM67066G1043,507,45232,363SHSOLE32,363 0 0
NXP SEMICONDUCTORS N VCOMN6596X109409,9592,157SHSOLE2,157 0 0
OKTA INCCL A679295105327,7603,115SHSOLE3,115 0 0
ON24 INCCOM68339B104169,00032,500SHSOLE32,500 0 0
ORACLE CORPCOM68389X105319,6062,286SHSOLE2,286 0 0
PALANTIR TECHNOLOGIES INCCL A69608A108226,6142,685SHSOLE2,685 0 0
PAYPAL HLDGS INCCOM70450Y103397,5686,093SHSOLE6,093 0 0
PEPSICO INCCOM713448108430,4202,871SHSOLE2,871 0 0
PHILIP MORRIS INTL INCCOM718172109470,9522,967SHSOLE2,967 0 0
QUALCOMM INCCOM747525103434,9222,831SHSOLE2,831 0 0
ROKU INCCOM CL A77543R102389,1815,525SHSOLE5,525 0 0
RTX CORPORATIONCOM75513E101283,4642,140SHSOLE2,140 0 0
SALESFORCE INCCOM79466L302401,1981,495SHSOLE1,495 0 0
SCHWAB STRATEGIC TRFUNDAMENTAL INTL80852475524,771,657685,436SHSOLE685,436 0 0
SCHWAB STRATEGIC TRFUNDAMENTAL INTL8085247487,386,101204,036SHSOLE204,036 0 0
SCHWAB STRATEGIC TRFUNDAMENTAL US B80852478914,601,821634,586SHSOLE634,586 0 0
SCHWAB STRATEGIC TRFUNDAMENTAL US L80852477111,344,038480,476SHSOLE480,476 0 0
SCHWAB STRATEGIC TRFUNDAMENTAL US S8085247637,333,371267,739SHSOLE267,739 0 0
SCHWAB STRATEGIC TRUS AGGREGATE B808524839314,84313,594SHSOLE13,594 0 0
SCHWAB STRATEGIC TRUS BRD MKT ETF80852410211,609,960539,246SHSOLE539,246 0 0
SCHWAB STRATEGIC TRUS DIVIDEND EQ8085247972,420,18386,559SHSOLE86,559 0 0
SCHWAB STRATEGIC TRUS LCAP GR ETF8085243009,717,398388,075SHSOLE388,075 0 0
SCHWAB STRATEGIC TRUS LCAP VA ETF8085244098,740,861328,851SHSOLE328,851 0 0
SELECTQUOTE INCCOM816307300198,79759,520SHSOLE59,520 0 0
SERVICENOW INCCOM81762P102391,701492SHSOLE492 0 0
SONY GROUP CORPSPONSORED ADR835699307595,64923,460SHSOLE23,460 0 0
SPDR INDEX SHS FDSPORTFOLIO DEVLPD78463X8894,912,328134,917SHSOLE134,917 0 0
SPDR INDEX SHS FDSPORTFOLIO EMG MK78463X5097,075,419179,716SHSOLE179,716 0 0
SPDR S&P 500 ETF TRTR UNIT78462F103904,2161,616SHSOLE1,616 0 0
SPDR SER TRPORTFOLI S&P150078464A805206,0703,030SHSOLE3,030 0 0
TRIMBLE INCCOM8962391001,067,46916,260SHSOLE16,260 0 0
UNILEVER PLCSPON ADR NEW904767704223,9683,761SHSOLE3,761 0 0
UNION PAC CORPCOM907818108278,5271,179SHSOLE1,179 0 0
VANGUARD BD INDEX FDSTOTAL BND MRKT921937835492,9966,712SHSOLE6,712 0 0
VANGUARD CALIF TAX FREE FDSTAX EXEMPT BD FD922021605555,9605,650SHSOLE5,650 0 0
VANGUARD CHARLOTTE FDSTOTAL INT BD ETF92203J407220,3254,513SHSOLE4,513 0 0
VANGUARD INDEX FDSGROWTH ETF922908736321,130866SHSOLE866 0 0
VANGUARD INDEX FDSLARGE CAP ETF922908637300,2111,168SHSOLE1,168 0 0
VANGUARD INDEX FDSMCAP GR IDXVIP92290853812,499,88151,095SHSOLE51,095 0 0
VANGUARD INDEX FDSMCAP VL IDXVIP9229085129,785,87660,956SHSOLE60,956 0 0
VANGUARD INDEX FDSS&P 500 ETF SHS922908363664,8091,294SHSOLE1,294 0 0
VANGUARD INDEX FDSTOTAL STK MKT922908769256,918935SHSOLE935 0 0
VANGUARD INDEX FDSVALUE ETF922908744212,1251,228SHSOLE1,228 0 0
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428582,210,54448,841SHSOLE48,841 0 0
VANGUARD MUN BD FDSTAX EXEMPT BD9229077462,359,87847,559SHSOLE47,559 0 0
VANGUARD SCOTTSDALE FDSTOTAL WLD BD ETF92206C565425,9346,190SHSOLE6,190 0 0
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT9219438584,115,24880,961SHSOLE80,961 0 0
VANGUARD WHITEHALL FDSHIGH DIV YLD9219464062,225,46317,257SHSOLE17,257 0 0
VANGUARD WORLD FDESG INTL STK ETF921910725834,15414,143SHSOLE14,143 0 0
VISA INCCOM CL A92826C839325,589929SHSOLE929 0 0
WALMART INCCOM931142103301,3833,433SHSOLE3,433 0 0
WISDOMTREE TRPUTWRITE STRAT97717X5603,163,542101,591SHSOLE101,591 0 0
WISDOMTREE TRUS MIDCAP DIVID97717W5051,301,63326,285SHSOLE26,285 0 0
WISDOMTREE TRUS S CAP QTY DIV97717X651296,9036,385SHSOLE6,385 0 0
WORKDAY INCCL A98138H101712,0333,049SHSOLE3,049 0 0