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CIK: 0001330325
Total reported value
$1.0M
$1.0M
125 檔
29546.4%
As reported in its official Q1 2025 Form 13F filing, Opus Capital Group, LLC's tracked investment portfolio stood at $1.0M with 125 total positions.
In Q1 2025, Opus Capital Group, LLC displayed an active expansion posture, initiating 125 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 17.66% | +0.51% | -1.07% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 6.57% | -0.02% | +0.59% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-Other | 5.86% | -0.24% | +1.44% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.91% | +0.36% | +0.51% | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 4.26% | -0.37% | -3.10% | |
| 6 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 4.11% | +0.13% | -0.88% | |
| 7 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.72% | -0.09% | -9.53% | |
| 8 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.71% | -0.16% | +0.54% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.58% | -0.08% | -10.32% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.45% | -0.28% | -4.58% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.18% | +0.20% | -1.46% | |
| 12 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.11% | -0.27% | -1.85% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.61% | -0.15% | +0.17% | |
| 14 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 2.57% | -0.09% | -3.04% | |
| 15 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 2.33% | -0.09% | +11.91% | |
| 16 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.26% | +0.09% | -0.44% | |
| 17 | VONE | Vanguard Russell 1000 | ETF-Other | 1.89% | +0.02% | +0.86% | |
| 18 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 1.84% | -0.09% | +1.28% | |
| 19 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 1.71% | +0.07% | -0.68% | |
| 20 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.66% | +0.06% | -0.13% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.60% | +0.07% | +0.82% | |
| 22 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.48% | +0.14% | -0.05% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.25% | +0.02% | -1.94% | |
| 24 | FYLD | Cambria Foreign Shareholder | ETF-Other | 1.07% | -0.12% | -1.01% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-Other | 1.07% | +0.04% | -3.90% | |
| 26 | SUB | Ishares Short-term National | ETF-Other | 0.94% | -0.11% | -3.94% | |
| 27 | SCI | Service CORP International | Stock-Consumer Disc | 0.66% | -0.06% | +0.03% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.63% | — | -1.56% | |
| 29 | EYLD | Cambria Emerg Shrhldr Yield | ETF-Other | 0.61% | -0.01% | -1.04% | |
| 30 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.60% | -0.07% | -17.16% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.54% | +0.02% | -0.05% | |
| 32 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.52% | — | +507.32% | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.51% | -0.02% | -5.65% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.48% | +0.03% | +0.59% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.35% | -0.02% | — | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | — | +1.47% | |
| 37 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.28% | — | — | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.25% | +0.02% | +4.08% | |
| 39 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.20% | — | +0.05% | |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.19% | +0.17% | NEW | |
| 41 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.18% | — | +0.01% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.17% | +0.01% | -0.26% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.17% | +0.01% | +236.79% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | -0.01% | +11.84% | |
| 45 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.16% | +0.07% | +0.05% | |
| 46 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.16% | +0.01% | -3.65% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.15% | -0.02% | — | |
| 48 | BRK-B | Berkshire Hathaway Inc. | Stock-Other | 0.14% | — | +16.64% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.14% | +0.03% | -0.77% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.13% | -0.02% | -59.54% |
According to official SEC Form 13F filings, Opus Capital Group, LLC reported a total U.S. public equity portfolio value of $1.0M across 125 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, SCHF, VGIT) accounted for 29546.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $137.2M
During Q1 2025, Opus Capital Group, LLC's top holdings by market value included VOO (17.7%)、SCHF (6.6%)、VGIT (5.9%). The largest single position, VOO, represented 17.7% of total portfolio value.
In Q1 2025, Opus Capital Group, LLC made 125 total portfolio adjustments, initiating 125 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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