StockDriftsStockDriftsTop 50 Opus Capital Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | 17.04% | 256.2K | $175.9M | -0.43%(-1.10K) | $304.16(+134.31%) | 2026-06-30 | |
| IEFA | iShares Core MSCI EAFE ETF | 7.32% | 782.1K | $75.5M | +0.21%(+1.63K) | $76.06(+33.22%) | 2026-06-30 | |
| VGIT | Vanguard Intermediate-Term Treasury Index | 5.18% | 906.4K | $53.5M | +7.02%(+59.46K) | $58.90(-0.89%) | 2026-06-30 | |
| IJR | iShares Core S&P Small-Cap ETF | 5.14% | 358.0K | $53.1M | +0.18%(+639) | $85.97(+74.43%) | 2026-06-30 | |
| AVLV | Avantis US Large Cap Value ETF | 4.44% | 502.1K | $45.8M | +0.90%(+4.49K) | $51.55(+84.34%) | 2026-06-30 | |
| BOXX | Alpha Architect 1-3 Month Box ETF | 3.47% | 306.0K | $35.8M | +7.63%(+21.70K) | $111.04(+6.17%) | 2026-06-30 | |
| VGSH | Vanguard Short-Term Treasury Index | 3.32% | 589.1K | $34.3M | +0.51%(+2.99K) | $58.06(+0.16%) | 2026-06-30 | |
| DFCF | Dimensional Core Fixed | 3.31% | 809.2K | $34.2M | +5.83%(+44.55K) | $42.36(-2.18%) | 2026-06-30 | |
| VYM | Vanguard High Dividend Yield Index Fund | 3.3% | 215.3K | $34.0M | +1.40%(+2.97K) | $89.98(+84.79%) | 2026-06-30 | |
| IWB | iShares Russell 1000 Index | 3.19% | 80.3K | $32.9M | +2.91%(+2.27K) | $112.62(+277.19%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.81% | +43.56% | +6.39% | +36.28% |
| Top 20 Holdings Unweighted | +12.01% | +40.52% | +5.57% | +31.15% |
Opus Capital Group, LLC reports $1.03B in US-listed equity holdings across 150 positions in its most recent 13F filing. Its largest disclosed positions are VOO (17.0%), IEFA (7.3%) and VGIT (5.2%). The top 20 holdings account for 77.96% of reported assets. Its disclosed equity book has returned +43.56% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Opus Capital Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1330325). View Opus Capital Group, LLC’s 13F filings on SEC