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CIK: 0001330325
Total reported value
$1.0M
$1.0M
139 檔
34811.8%
The Q1 2026 SEC filing reveals that Opus Capital Group, LLC held a total portfolio value of $1.0M, covering 139 public equity positions.
Opus Capital Group, LLC executed strategic sector rebalancing during Q1 2026, establishing 11 new positions while fully exiting 9 holdings and trimming 47 positions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, IEFA, VGIT) accounted for 34811.8% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 16.53% | +0.51% | -0.68% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.60% | -0.28% | -2.50% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-Other | 5.42% | -0.24% | +4.97% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.78% | +0.36% | -0.29% | |
| 5 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 4.31% | +0.13% | +1.04% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.69% | -0.37% | +1.51% | |
| 7 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 3.56% | -0.09% | +7.02% | |
| 8 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.47% | -0.16% | +3.75% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.38% | -0.08% | +0.65% | |
| 10 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.36% | -0.27% | -8.29% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.99% | +0.20% | -0.81% | |
| 12 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.99% | -0.09% | — | |
| 13 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 2.68% | -0.09% | -5.70% | |
| 14 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.13% | +0.09% | +0.79% | |
| 15 | VONE | Vanguard Russell 1000 | ETF-Other | 2.03% | +0.02% | +2.61% | |
| 16 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 2.02% | -0.18% | +11.92% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.99% | -0.02% | -1.60% | |
| 18 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 1.92% | -0.09% | +0.70% | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.86% | +0.06% | +0.45% | |
| 20 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 1.77% | +0.07% | +0.61% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.71% | -0.15% | -3.14% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.71% | +0.07% | -0.81% | |
| 23 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.65% | +0.14% | -0.70% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.22% | +0.02% | -5.99% | |
| 25 | FYLD | Cambria Foreign Shareholder | ETF-Other | 1.16% | -0.12% | -4.49% | |
| 26 | VSDM | Vanguard Short Tax-ex Bond | ETF-Other | 1.10% | +0.01% | +24.13% | |
| 27 | SUB | Ishares Short-term National | ETF-Other | 0.71% | -0.11% | -0.92% | |
| 28 | EYLD | Cambria Emerg Shrhldr Yield | ETF-Other | 0.66% | -0.01% | +0.15% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.65% | +0.03% | — | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.57% | — | -3.67% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.57% | +0.02% | -0.33% | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.57% | +0.07% | +0.13% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-Other | 0.48% | +0.04% | -0.78% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.45% | +0.03% | -1.44% | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.44% | -0.02% | -0.16% | |
| 36 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.43% | -0.07% | -4.00% | |
| 37 | SCI | Service CORP International | Stock-Consumer Disc | 0.40% | -0.06% | +4.72% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.29% | -0.02% | -3.67% | |
| 39 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.28% | — | -0.44% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | — | -6.14% | |
| 41 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.25% | +0.01% | — | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.24% | +0.02% | -0.88% | |
| 43 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.23% | -0.09% | -92.96% | |
| 44 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 0.22% | +0.10% | +13.15% | |
| 45 | IGPT | Invesco Ai And Next Gen Soft | ETF-Other | 0.20% | +0.12% | +38.99% | |
| 46 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.19% | — | +0.04% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.18% | +0.03% | +3.97% | |
| 48 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.18% | -0.18% | EXIT | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.16% | +0.01% | — | |
| 50 | SLS | Sellas Life Sciences Group I | Stock-Other | 0.16% | +0.39% | +9.26% |
According to official SEC Form 13F filings, Opus Capital Group, LLC reported a total U.S. public equity portfolio value of $1.0M across 139 disclosed positions in Q1 2026.
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Top New Position Initiated
STIP
市值: $27.8M
Top Position Liquidated / Trimmed
SCHE
前期市值: $1.7M
During Q1 2026, Opus Capital Group, LLC's top holdings by market value included VOO (16.5%)、IEFA (7.6%)、VGIT (5.4%). The largest single position, VOO, represented 16.5% of total portfolio value.
In Q1 2026, Opus Capital Group, LLC made 115 total portfolio adjustments, initiating 11 new buys, adding to 48 positions, trimming 47 holdings, and fully liquidating 9 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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