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 $929.8M across 138 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($153.7M, 16.53%), IEFA ($70.7M, 7.60%), VGIT ($50.4M, 5.42%), IJR ($44.4M, 4.78%), AVLV ($40.1M, 4.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 500 ETF | $153.7M | 16.53% | 257,282 | Trimmed |
| 2 | IEFA | iShares Core MSCI EAFE ETF | $70.7M | 7.60% | 780,448 | Trimmed |
| 3 | VGIT | Vanguard Intermediate-Term Treasury Index | $50.4M | 5.42% | 846,952 | Added |
| 4 | IJR | iShares Core S&P Small-Cap ETF | $44.4M | 4.78% | 357,393 | Trimmed |
| 5 | AVLV | Avantis US Large Cap Value ETF | $40.1M | 4.31% | 497,560 | Added |
| 6 | VGSH | Vanguard Short-Term Treasury Index | $34.3M | 3.69% | 586,072 | Added |
| 7 | BOXX | Alpha Architect 1-3 Month Box ETF | $33.1M | 3.56% | 284,266 | Added |
| 8 | DFCF | Dimensional Core Fixed | $32.3M | 3.47% | 764,694 | Added |
| 9 | VYM | Vanguard High Dividend Yield Index Fund | $31.4M | 3.38% | 212,349 | Added |
| 10 | AVDV | Avantis International Small Cap Value ETF | $31.3M | 3.36% | 313,238 | Trimmed |
| 11 | STIP | iShares Trust - iShares 0-5 Year TIPS | $27.8M | 2.99% | 268,570 | New |
| 12 | IWB | iShares Russell 1000 Index | $27.8M | 2.99% | 78,036 | Trimmed |
| 13 | FNDF | Schwab Fundamental International Large Cap | $25.0M | 2.68% | 509,963 | Trimmed |
| 14 | DUHP | Dimensional US High Profitability ETF | $19.8M | 2.13% | 539,414 | Added |
| 15 | VONE | Vanguard Russell 1000 ETF | $18.8M | 2.03% | 63,822 | Added |
| 16 | VCRM | Vanguard Core Tax-Exempt Bond ETF | $18.8M | 2.02% | 249,876 | Added |
| 17 | SCHF | Schwab International Equity ETF | $18.5M | 1.99% | 748,277 | Trimmed |
| 18 | SYLD | Cambria Shareholder Yield ETF | $17.9M | 1.92% | 236,777 | Added |
| 19 | AVUV | Avantis U.S. Small Cap Value ETF | $17.3M | 1.86% | 156,831 | Added |
| 20 | VFMF | Vanguard US Multifactor | $16.4M | 1.77% | 106,039 | Added |
| 21 | PG | Procter & Gamble | $15.9M | 1.71% | 109,770 | Trimmed |
| 22 | IEMG | iShares Core MSCI Emerging Markets | $15.9M | 1.71% | 227,297 | Trimmed |
| 23 | AVEM | Avantis Emerging Markets Equity ETF | $15.4M | 1.65% | 190,591 | Trimmed |
| 24 | VEA | Vanguard FTSE Developed Markets ETF | $11.4M | 1.22% | 177,628 | Trimmed |
| 25 | FYLD | Cambria Foreign Shareholder Yield ETF | $10.8M | 1.16% | 289,253 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31