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Opus Capital Group, LLC

Opus Capital Group, LLC is an Investment Adviser institutional filer with the SEC under CIK 1330325, reporting 150 portfolio positions, with 15 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: OH
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-07-31

Top 10 portfolio positions

The largest reported holdings in Opus Capital Group, LLC's most recent 13F filing, ranked by reported market value.

  1. Vanguard S&P 500 ETF (VOO)
  2. iShares Core MSCI EAFE ETF (IEFA)
  3. Vanguard Intermediate-Term Treasury Index (VGIT)
  4. iShares Core S&P Small-Cap ETF (IJR)
  5. Avantis US Large Cap Value ETF (AVLV)
  6. Alpha Architect 1-3 Month Box ETF (BOXX)
  7. Vanguard Short-Term Treasury Index (VGSH)
  8. Dimensional Core Fixed (DFCF)
  9. Vanguard High Dividend Yield Index Fund (VYM)
  10. iShares Russell 1000 Index (IWB)
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