Opus Capital Group, LLC Top Holdings and 13F Report (2026) About Opus Capital Group, LLCInvestment ActivityOpus Capital Group, LLC has $929.81 thousand in total holdings as of March 31, 2026.Opus Capital Group, LLC owns shares of 139 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 4.93% of the portfolio was purchased this quarter.About 4.76% of the portfolio was sold this quarter.This quarter, Opus Capital Group, LLC has purchased 137 new stocks and bought additional shares in 48 stocks.Opus Capital Group, LLC sold shares of 47 stocks and completely divested from 12 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $153,739iShares Core MSCI EAFE ETF $70,654Vanguard Intermediate-Term Treasury ETF $50,436iShares Core S&P Small-Cap ETF $44,427Avantis U.S. Large Cap Value ETF $40,108 Largest New Holdings this Quarter 46429B747 - iShares 0-5 Year TIPS Bond ETF $27,778 Holding74933W452 - US Treasury 3 Month Bill ETF $1,671 Holding084670207 - Berkshire Hath. Cl B $952 Holding87612G101 - Targa Resources $291 Holding237194105 - Darden Restaurants $252 Holding Largest Purchases this Quarter iShares 0-5 Year TIPS Bond ETF 268,570 shares (about $27.78K)Vanguard Intermediate-Term Treasury ETF 40,077 shares (about $2.39K)Alpha Architect 1-3 Month Box ETF 18,645 shares (about $2.17K)Vanguard Core Tax-Exempt Bond ETF 26,606 shares (about $2.00K)Vanguard Short Duration Tax-Exempt Bond ETF 26,119 shares (about $1.99K) Largest Sales this Quarter iShares 0-3 Month Treasury Bond ETF 282,560 shares (about $28.44K)Avantis International Small Cap Value ETF 28,321 shares (about $2.83K)iShares Core MSCI EAFE ETF 20,008 shares (about $1.81K)Schwab Fundamental International Equity ETF 30,806 shares (about $1.51K)Vanguard S&P 500 ETF 1,762 shares (about $1.05K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOpus Capital Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$153,739$1,053 â–¼-0.7%257,28216.5%ETFIEFAiShares Core MSCI EAFE ETF$70,654$1,811 â–¼-2.5%780,4487.6%ETFVGITVanguard Intermediate-Term Treasury ETF$50,436$2,387 â–²5.0%846,9525.4%ETFIJRiShares Core S&P Small-Cap ETF$44,427$130 â–¼-0.3%357,3934.8%ETFAVLVAvantis U.S. Large Cap Value ETF$40,108$414 â–²1.0%497,5604.3%ETFVGSHVanguard Short-Term Treasury ETF$34,309$509 â–²1.5%586,0723.7%ETFBOXXAlpha Architect 1-3 Month Box ETF$33,057$2,168 â–²7.0%284,2663.6%ETFDFCFDimensional Core Fixed Income ETF$32,285$1,167 â–²3.8%764,6943.5%ETFVYMVanguard High Dividend Yield ETF$31,449$204 â–²0.7%212,3493.4%Financial ServicesAVDVAvantis International Small Cap Value ETF$31,280$2,828 â–¼-8.3%313,2383.4%ETFIWBiShares Russell 1000 ETF$27,824$227 â–¼-0.8%78,0363.0%ETFSTIPiShares 0-5 Year TIPS Bond ETF$27,778$27,778 â–²New Holding268,5703.0%ETFFNDFSchwab Fundamental International Equity ETF$24,952$1,507 â–¼-5.7%509,9632.7%ETFDUHPDimensional US High Profitability ETF$19,829$154 â–²0.8%539,4142.1%ETFVONEVanguard Russell 1000 ETF$18,835$479 â–²2.6%63,8222.0%ETFVanguard Core Tax-Exempt Bond ETF$18,778$1,999 â–²11.9%249,8762.0%CORE TAX EXEMPTSCHFSchwab International Equity ETF$18,520$301 â–¼-1.6%748,2772.0%ETFSYLDCambria Shareholder Yield ETF$17,855$124 â–²0.7%236,7771.9%ETFAVUVAvantis U.S. Small Cap Value ETF$17,325$78 â–²0.5%156,8311.9%ETFVFMFVanguard US Multifactor ETF$16,444$100 â–²0.6%106,0391.8%ETFPGProcter & Gamble$15,855$515 â–¼-3.1%109,7701.7%Consumer StaplesIEMGiShares Core MSCI Emerging Markets ETF$15,854$130 â–¼-0.8%227,2971.7%ETFAVEMAvantis Emerging Markets Equity ETF$15,358$109 â–¼-0.7%190,5911.7%ETFVEAVanguard FTSE Developed Markets ETF$11,382$725 â–¼-6.0%177,6281.2%ETFFYLDCambria Foreign Shareholder Yield ETF$10,799$507 â–¼-4.5%289,2531.2%ETFVanguard Short Duration Tax-Exempt Bond ETF$10,250$1,993 â–²24.1%134,3581.1%SHORT TAX EXEMPTSUBiShares Short-Term National Muni Bond ETF$6,628$61 â–¼-0.9%62,2300.7%ETFEYLDCambria Emerging Shareholder Yield ETF$6,091$9 â–²0.1%147,0790.7%ETFIWFiShares Russell 1000 Growth ETF$6,0660.0%14,2260.7%ETFVTVVanguard Value ETF$5,342$204 â–¼-3.7%27,2290.6%ETFVWOVanguard FTSE Emerging Markets ETF$5,298$18 â–¼-0.3%98,0290.6%ETFSCHASchwab US Small-Cap ETF$5,287$7 â–²0.1%181,8220.6%ETFMUBiShares National Muni Bond ETF$4,473$35 â–¼-0.8%42,1350.5%ETFAAPLApple$4,230$62 â–¼-1.4%16,6660.5%Computer and TechnologySCHBSchwab US Broad Market ETF$4,129$7 â–¼-0.2%164,5140.4%ETFIEIiShares 3-7 Year Treasury Bond ETF$4,003$167 â–¼-4.0%33,7550.4%ETFSCIService Corporation International$3,760$170 â–²4.7%45,5700.4%Consumer StaplesVIGVanguard Dividend Appreciation ETF$2,656$101 â–¼-3.7%12,3480.3%ETFSPDWSPDR Portfolio Developed World ex-US ETF$2,575$11 â–¼-0.4%56,4010.3%ETFIVViShares Core S&P 500 ETF$2,557$167 â–¼-6.1%3,9150.3%ETFOEFiShares S&P 100 ETF$2,3240.0%7,3070.2%ETFIWMiShares Russell 2000 ETF$2,245$20 â–¼-0.9%9,0510.2%FinanceSGOViShares 0-3 Month Treasury Bond ETF$2,154$28,444 â–¼-93.0%21,3980.2%ETFIRBOiShares Robotics and Artificial Intelligence Multisector ETF$2,002$233 â–²13.1%43,0280.2%ManufacturingIGPTInvesco AI and Next Gen Software ETF$1,838$516 â–²39.0%31,6530.2%ETFSLYVSPDR S&P 600 Small Cap Value ETF$1,747$1 â–²0.0%18,4760.2%ETFNVDANVIDIA$1,673$64 â–²4.0%9,5900.2%Computer and TechnologyTBILUS Treasury 3 Month Bill ETF$1,671$1,671 â–²New Holding33,5060.2%ETFIWDiShares Russell 1000 Value ETF$1,5150.0%7,0920.2%ETFSLSSELLAS Life Sciences Group$1,465$124 â–²9.3%346,4520.2%MedicalMSFTMicrosoft$1,323$13 â–²1.0%3,5750.1%Computer and TechnologyJNJJohnson & Johnson$1,300$3 â–¼-0.2%5,3170.1%MedicalVBKVanguard Small-Cap Growth ETF$1,2600.0%4,1670.1%ETFMETAMeta Platforms$1,207$14 â–¼-1.1%2,1100.1%Computer and TechnologyXOMExxonMobil$1,134$6 â–¼-0.6%6,6830.1%EnergyDFASDimensional U.S. Small Cap ETF$1,0880.0%15,2950.1%ETFAMZNAmazon.com$999$32 â–¼-3.1%4,7980.1%Retail/WholesaleBerkshire Hath. Cl B$952$952 â–²New Holding1,9860.1%COMIWNiShares Russell 2000 Value ETF$8900.0%4,6930.1%ETFAVGOBroadcom$877$13 â–²1.5%2,8320.1%Computer and TechnologyBSVVanguard Short-Term Bond ETF$8700.0%11,0950.1%ETFVVVanguard Large-Cap ETF$826$29 â–¼-3.4%2,7640.1%ETFLLYEli Lilly and Company$823$166 â–¼-16.8%8950.1%MedicalISTBiShares Core 1-5 Year USD Bond ETF$710$38 â–²5.7%14,6460.1%ManufacturingJPMJPMorgan Chase & Co.$676$2 â–¼-0.3%2,2990.1%FinanceIJHiShares Core S&P Mid-Cap ETF$662$5 â–¼-0.7%9,8020.1%ETFCVXChevron$640$30 â–¼-4.5%3,0940.1%EnergyCINFCincinnati Financial$6280.0%3,9900.1%FinanceSPYSPDR S&P 500 ETF Trust$601$13 â–¼-2.1%9240.1%FinanceHDHome Depot$529$1 â–²0.2%1,6090.1%Retail/WholesaleSCHXSchwab US Large-Cap ETF$518$201 â–²63.2%20,2090.1%ETFVTIVanguard Total Stock Market ETF$513$0 â–²0.1%1,5980.1%ETFVNQVanguard Real Estate ETF$505$15 â–¼-2.8%5,6960.1%ETFTRVTravelers Companies$504$4 â–²0.8%1,7290.1%FinanceDuke Energy Corporation$4880.0%3,7240.1%COMGOOGAlphabet$4870.0%1,6960.1%Computer and TechnologyFNDASchwab Fundamental U.S. Small Company ETF$486$0 â–²0.0%14,9870.1%ETFQQQInvesco QQQ$4850.0%8400.1%FinanceVONGVanguard Russell 1000 Growth ETF$463$0 â–²0.0%4,2250.0%ETFGLDSPDR Gold Shares$462$19 â–¼-4.0%1,0730.0%FinanceOTTROtter Tail$4620.0%5,2660.0%UtilitiesGOOGLAlphabet$452$15 â–¼-3.2%1,5730.0%Computer and TechnologyNEENextEra Energy$447$1 â–¼-0.2%4,8130.0%UtilitiesVOVanguard Mid-Cap ETF$4450.0%1,5510.0%ETFABBVAbbVie$442$137 â–¼-23.7%2,0300.0%MedicalWMBWilliams Companies$430$2 â–²0.4%5,9070.0%EnergyVSSVanguard FTSE All-World ex-US Small-Cap ETF$412$1 â–¼-0.2%2,8250.0%ETFSCHWCharles Schwab$387$9 â–²2.3%4,1170.0%FinanceTSMTaiwan Semiconductor Manufacturing$380$67 â–²21.4%1,1240.0%Computer and TechnologyMCDMcDonald's$378$141 â–¼-27.2%1,2160.0%Retail/WholesaleMTDRMatador Resources$364$1 â–²0.4%5,7570.0%EnergyVDEVanguard Energy ETF$360$1 â–²0.1%2,0820.0%ETFKRKroger$357$2 â–²0.5%4,9310.0%Retail/WholesaleETEnergy Transfer$3550.0%18,3990.0%EnergyIBTGiShares iBonds Dec 2026 Term Treasury ETF$3540.0%15,4570.0%ManufacturingIBTHiShares iBonds Dec 2027 Term Treasury ETF$3540.0%15,7820.0%ManufacturingIBTIiShares iBonds Dec 2028 Term Treasury ETF$3530.0%15,8300.0%ManufacturingPEPPepsiCo$352$1 â–²0.2%2,2660.0%Consumer StaplesPNCThe PNC Financial Services Group$324$72 â–²28.8%1,5580.0%FinanceHubbell Inc Class B$3240.0%6600.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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