Opus Capital Group, LLC
CIK 1330325
13F filing for Q2 2026・No. 2,530
- Holdings
- US$1.03B
- Quarter change
- +US$102.5M
- Entries
- 150
- Net bought (estimate)
- +US$15M
This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 15
- Sold out 4
- Cut 48
- Added 54
- Corporate actions 0
- Unchanged 33
Largest holdings
150 stocks worth US$1.03B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Cut | 256,180 | US$175.95M | 17.04% |
| iShares Core MSCI EAFE ETFCORE MSCI EAFE | Added | 782,078 | US$75.53M | 7.32% |
| Vanguard Intermediate-Term Treasury IndexINTER TERM TREAS | Added | 906,409 | US$53.46M | 5.18% |
| iShares Core S&P Small-Cap ETFCORE S&P SCP ETF | Added | 358,032 | US$53.1M | 5.14% |
| Avantis US Large Cap Value ETFUS LARGE CAP VLU | Added | 502,053 | US$45.79M | 4.44% |
| Alpha Architect 1-3 Month Box ETFALPHA ARCH 1-3 | Added | 305,968 | US$35.83M | 3.47% |
| Vanguard Short-Term Treasury IndexSHORT TERM TREAS | Added | 589,059 | US$34.28M | 3.32% |
| Dimensional Core FixedCORE FIXED INCOM | Added | 809,244 | US$34.16M | 3.31% |
| Vanguard High Dividend Yield Index FundHIGH DIV YLD | Added | 215,320 | US$34.03M | 3.30% |
| IWBiShares Russell 1000 IndexRUSSELL 1000 | Added | 80,310 | US$32.89M | 3.19% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 31, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.