Opus Capital Group, LLC

Name: Opus Capital Group, LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001330325 · CINCINNATI, OH · Quarter end: 2026-06-30 · Filed on: 2026-07-31 · Open the SEC source ↗

Opus Capital Group, LLC reported 150 positions worth $1.0M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: VOO (17.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$1.0M

2026 Q2

Positions

150

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

55.7%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 150 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	VOO	Vanguard S&P 500 ETF	SH	$175.9K	17.04%	256,180	—	—
▸ 2	IEFA	iShares Core MSCI EAFE ETF	SH	$75.5K	7.32%	782,078	—	—
▸ 3	VGIT	Vanguard Intermediate-Term Treasury Index	SH	$53.5K	5.18%	906,409	—	—
▸ 4	IJR	iShares Core S&P Small-Cap ETF	SH	$53.1K	5.14%	358,032	—	—
▸ 5	AVLV	Avantis US Large Cap Value ETF	SH	$45.8K	4.44%	502,053	—	—
▸ 6	BOXX	Alpha Architect 1-3 Month Box ETF	SH	$35.8K	3.47%	305,968	—	—
▸ 7	VGSH	Vanguard Short-Term Treasury Index	SH	$34.3K	3.32%	589,059	—	—
▸ 8	DFCF	Dimensional Core Fixed	SH	$34.2K	3.31%	809,244	—	—
▸ 9	VYM	Vanguard High Dividend Yield Index Fund	SH	$34.0K	3.30%	215,320	—	—
▸ 10	IWB	iShares Russell 1000 Index	SH	$32.9K	3.19%	80,310	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Opus Capital Group, LLC hold as of Q2 2026?

Opus Capital Group, LLC reported 150 positions worth $1.0M in its Q2 2026 13F filing. Largest positions: VOO (17.0%), IEFA (7.3%), VGIT (5.2%), IJR (5.1%) and AVLV (4.4%).

What did Opus Capital Group, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Opus Capital Group, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.