Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Opus Capital Group, LLC (CIK 1330325) reported $1.03B across 150 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($175.9M, 17.04%), IEFA ($75.5M, 7.32%), VGIT ($53.5M, 5.18%), IJR ($53.1M, 5.14%), AVLV ($45.8M, 4.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 500 ETF | $175.9M | 17.04% | 256,180 | Trimmed |
| 2 | IEFA | iShares Core MSCI EAFE ETF | $75.5M | 7.32% | 782,078 | Added |
| 3 | VGIT | Vanguard Intermediate-Term Treasury Index | $53.5M | 5.18% | 906,409 | Added |
| 4 | IJR | iShares Core S&P Small-Cap ETF | $53.1M | 5.14% | 358,032 | Added |
| 5 | AVLV | Avantis US Large Cap Value ETF | $45.8M | 4.44% | 502,053 | Added |
| 6 | BOXX | Alpha Architect 1-3 Month Box ETF | $35.8M | 3.47% | 305,968 | Added |
| 7 | VGSH | Vanguard Short-Term Treasury Index | $34.3M | 3.32% | 589,059 | Added |
| 8 | DFCF | Dimensional Core Fixed | $34.2M | 3.31% | 809,244 | Added |
| 9 | VYM | Vanguard High Dividend Yield Index Fund | $34.0M | 3.30% | 215,320 | Added |
| 10 | IWB | iShares Russell 1000 Index | $32.9M | 3.19% | 80,310 | Added |
| 11 | AVDV | Avantis International Small Cap Value ETF | $31.9M | 3.09% | 309,726 | Trimmed |
| 12 | STIP | iShares Trust - iShares 0-5 Year TIPS | $29.9M | 2.90% | 292,799 | Added |
| 13 | FNDF | Schwab Fundamental International Large Cap | $26.7M | 2.59% | 506,615 | Trimmed |
| 14 | DUHP | Dimensional US High Profitability ETF | $22.9M | 2.22% | 549,188 | Added |
| 15 | VONE | Vanguard Russell 1000 ETF | $21.2M | 2.05% | 62,628 | Trimmed |
| 16 | SCHF | Schwab International Equity ETF | $20.4M | 1.97% | 734,893 | Trimmed |
| 17 | AVUV | Avantis U.S. Small Cap Value ETF | $19.8M | 1.92% | 158,662 | Added |
| 18 | VCRM | Vanguard Core Tax-Exempt Bond ETF | $19.0M | 1.84% | 248,789 | Trimmed |
| 19 | VFMF | Vanguard US Multifactor | $19.0M | 1.84% | 107,138 | Added |
| 20 | SYLD | Cambria Shareholder Yield ETF | $18.9M | 1.83% | 239,067 | Added |
| 21 | AVEM | Avantis Emerging Markets Equity ETF | $18.5M | 1.79% | 191,970 | Added |
| 22 | IEMG | iShares Core MSCI Emerging Markets | $18.4M | 1.78% | 222,377 | Trimmed |
| 23 | PG | Procter & Gamble | $16.1M | 1.56% | 109,896 | Added |
| 24 | VEA | Vanguard FTSE Developed Markets ETF | $12.8M | 1.24% | 179,155 | Added |
| 25 | VSDM | Vanguard Short Duration Tax-Exempt Bond ETF | $11.4M | 1.11% | 148,913 | Added |
Source: SEC Form 13F filings · as of 2026-06-30