§ 13F · FUND PROFILE
Opus Capital Group, LLC.
AUM · $1M (13F)Positions · 150Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 500 ETF | 256K | $176K | 17.0% | ±0% |
| 2 | IEFA | iShares Core MSCI EAFE ETF | 782K | $76K | 7.3% | ±0% |
| 3 | VGIT | Vanguard Intermediate-Term Treasury Index | 906K | $53K | 5.2% | +7% |
| 4 | IJR | iShares Core S&P Small-Cap ETF | 358K | $53K | 5.1% | ±0% |
| 5 | AVLV | Avantis US Large Cap Value ETF | 502K | $46K | 4.4% | +1% |
| 6 | BOXX | Alpha Architect 1-3 Month Box ETF | 306K | $36K | 3.5% | +8% |
| 7 | VGSH | Vanguard Short-Term Treasury Index | 589K | $34K | 3.3% | +1% |
| 8 | DFCF | Dimensional Core Fixed | 809K | $34K | 3.3% | +6% |
| 9 | VYM | Vanguard High Dividend Yield Index Fund | 215K | $34K | 3.3% | +1% |
| 10 | IWB | iShares Russell 1000 Index | 80K | $33K | 3.2% | +3% |
§ 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 $1 million in assets. The fund runs a portfolio of 150 positions.
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