Institutions / Opus Capital Group, LLC

Opus Capital Group, LLC

CIK 1330325 · Institution · as of Mar 31, 2026
Portfolio value
$929.8K
Positions
139
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$929.8K+0.7%
$929.8K$926.5K$923.2KQ4 '25Q1 '26

Positions

139+1.5%
139138137Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 139 →
CompanyClassValueShares% of portfolio
Vanguard S&P 500 ETF$153.7K257,28216.5%
iShares Core MSCI EAFE ETF$70.7K780,4487.6%
Vanguard Intermediate-Term Treasury Index$50.4K846,9525.4%
iShares Core S&P Small-Cap ETF$44.4K357,3934.8%
Avantis US Large Cap Value ETF$40.1K497,5604.3%
Vanguard Short-Term Treasury Index$34.3K586,0723.7%
Alpha Architect 1-3 Month Box ETF$33.1K284,2663.6%
Dimensional Core Fixed$32.3K764,6943.5%
Vanguard High Dividend Yield Index Fund$31.4K212,3493.4%
Avantis International Small Cap Value ETF$31.3K313,2383.4%
iShares Russell 1000 Index$27.8K78,0363.0%
iShares MSCI UAE ETF$27.8K268,5703.0%
Schwab Fundamental International Large Cap$25.0K509,9632.7%
Dimensional US High Profitability ETF$19.8K539,4142.1%
Vanguard Russell 1000 ETF$18.8K63,8222.0%
Vanguard Core Tax-Exempt Bond ETF$18.8K249,8762.0%
Schwab International Equity ETF$18.5K748,2772.0%
Cambria Shareholder Yield ETF$17.9K236,7771.9%
Avantis U.S. Small Cap Value ETF$17.3K156,8311.9%
Vanguard US Multifactor$16.4K106,0391.8%
PROCTER & GAMBLE Co$15.9K109,7701.7%
iShares Core MSCI Emerging Markets$15.9K227,2971.7%
Avantis Emerging Markets Equity ETF$15.4K190,5911.7%
Vanguard FTSE Developed Markets ETF$11.4K177,6281.2%
Cambria Foreign Shareholder Yield ETF$10.8K289,2531.2%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
Trim46436E718$-28.4K-283K
-92.96%
21,398
0.23% of portfolio
low
Q1 2026
as of
NewiShares MSCI UAE ETF$27.8K+269K
268,570
2.99% of portfolio
low
Q1 2026
as of
Trim025072802$-2.8K-28K
-8.29%
313,238
3.36% of portfolio
low
Q1 2026
as of
Add92206C706$2.4K+40K
+4.97%
846,952
5.42% of portfolio
low
Q1 2026
as of
Add02072L565$2.2K+19K
+7.02%
284,266
3.56% of portfolio
low
Q1 2026
as of
Add922907712$2.0K+27K
+11.92%
249,876
2.02% of portfolio
low
Q1 2026
as of
Add922907696$2.0K+26K
+24.13%
134,358
1.10% of portfolio
low
Q1 2026
as of
Trim46432F842$-1.8K-20K
-2.50%
780,448
7.60% of portfolio
low
Q1 2026
as of
New74933W452$1.7K+34K
33,506
0.18% of portfolio
low
Q1 2026
as of
Exit808524706$-1.7K-51K
-100.00%
low