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CIK: 0001330325
Total reported value
$1.0M
$1.0M
137 檔
35145.3%
In Q4 2025, Opus Capital Group, LLC's U.S. equity holdings reached a combined market value of $1.0M, distributed across 137 disclosed stock positions.
Opus Capital Group, LLC executed strategic sector rebalancing during Q4 2025, establishing 7 new positions while fully exiting 7 holdings and trimming 58 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 17.60% | +0.51% | -1.95% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.76% | -0.28% | +0.63% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-Other | 5.24% | -0.24% | +4.33% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.67% | +0.36% | +1.69% | |
| 5 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 4.04% | +0.13% | +0.96% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.67% | -0.37% | +5.64% | |
| 7 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.48% | -0.27% | +0.46% | |
| 8 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.40% | -0.16% | +5.59% | |
| 9 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 3.31% | -0.09% | +33.37% | |
| 10 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.31% | -0.09% | +2.64% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.28% | -0.08% | +0.40% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.18% | +0.20% | -1.08% | |
| 13 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 2.65% | -0.09% | +1.28% | |
| 14 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.20% | +0.09% | +1.07% | |
| 15 | VONE | Vanguard Russell 1000 | ETF-Other | 2.08% | +0.02% | -0.55% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.98% | -0.02% | -6.14% | |
| 17 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 1.83% | -0.18% | +26.71% | |
| 18 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 1.77% | -0.09% | +4.75% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.76% | -0.15% | -1.10% | |
| 20 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.72% | +0.06% | +2.85% | |
| 21 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 1.72% | +0.07% | +0.88% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.67% | +0.07% | +1.56% | |
| 23 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.60% | +0.14% | +1.20% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.28% | +0.02% | -0.10% | |
| 25 | FYLD | Cambria Foreign Shareholder | ETF-Other | 1.07% | -0.12% | -0.30% | |
| 26 | VSDM | Vanguard Short Tax-ex Bond | ETF-Other | 0.90% | +0.01% | +30.74% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.73% | +0.03% | -0.95% | |
| 28 | SUB | Ishares Short-term National | ETF-Other | 0.73% | -0.11% | -5.91% | |
| 29 | EYLD | Cambria Emerg Shrhldr Yield | ETF-Other | 0.61% | -0.01% | +0.39% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.58% | — | -0.58% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.57% | +0.02% | +0.37% | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.56% | +0.07% | +0.31% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.50% | +0.03% | +0.21% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-Other | 0.49% | +0.04% | +0.91% | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.47% | -0.02% | +0.01% | |
| 36 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.45% | -0.07% | -1.34% | |
| 37 | SCI | Service CORP International | Stock-Consumer Disc | 0.37% | -0.06% | -16.03% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | — | +3.81% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.31% | -0.02% | -3.76% | |
| 40 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.27% | — | -0.23% | |
| 41 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.27% | +0.01% | — | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.24% | +0.02% | -5.37% | |
| 43 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 0.20% | +0.10% | — | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | +0.03% | +15.31% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.19% | -0.01% | +1.46% | |
| 46 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.18% | — | -2.07% | |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.18% | +0.17% | NEW | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.16% | +0.01% | -0.17% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.15% | -0.02% | +6.22% | |
| 50 | IGPT | Invesco Ai And Next Gen Soft | ETF-Other | 0.15% | +0.12% | — |
According to official SEC Form 13F filings, Opus Capital Group, LLC reported a total U.S. public equity portfolio value of $1.0M across 137 disclosed positions in Q4 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, IEFA, VGIT) accounted for 35145.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
ARTY
市值: $1.8M
Top Position Liquidated / Trimmed
BRK-B
前期市值: $1.0M
During Q4 2025, Opus Capital Group, LLC's top holdings by market value included VOO (17.6%)、IEFA (7.8%)、VGIT (5.2%). The largest single position, VOO, represented 17.6% of total portfolio value.
In Q4 2025, Opus Capital Group, LLC made 121 total portfolio adjustments, initiating 7 new buys, adding to 49 positions, trimming 58 holdings, and fully liquidating 7 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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