§ 13F · FUND PROFILE
Opus Capital Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $890K (13F)Positions · 137Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$32K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 500 ETF | 257K | $154K | 16.5% | −1% |
| 2 | IEFA | iShares Core MSCI EAFE ETF | 780K | $71K | 7.6% | −2% |
| 3 | VGIT | Vanguard Intermediate-Term Treasury Index | 847K | $50K | 5.4% | +5% |
| 4 | IJR | iShares Core S&P Small-Cap ETF | 357K | $44K | 4.8% | ±0% |
| 5 | AVLV | Avantis US Large Cap Value ETF | 498K | $40K | 4.3% | +1% |
| 6 | VGSH | Vanguard Short-Term Treasury Index | 586K | $34K | 3.7% | +2% |
| 7 | BOXX | Alpha Architect 1-3 Month Box ETF | 284K | $33K | 3.6% | +7% |
| 8 | DFCF | Dimensional Core Fixed | 765K | $32K | 3.5% | +4% |
| 9 | VYM | Vanguard High Dividend Yield Index Fund | 212K | $31K | 3.4% | +1% |
| 10 | AVDV | Avantis International Small Cap Value ETF | 313K | $31K | 3.4% | −8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OPUS SIGNAL
AC read
Opus Capital Group, LLC is a Other fund managing $890 thousand in assets. The fund runs a portfolio of 137 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed