account_balance

Investment manager · 13F filer · SEC CIK 1330325

Opus Capital Group, LLC

Reported value$1.02Bas of Sep 30, 2026
Positions147 2 new, 5 sold out
Top 10 weight55.9%VOO alone is 17%
FiledOct 3030 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VOO Vanguard S&P 500 ETF 17.4% Held
IEFA iShares Core MSCI EAFE ETF 7.4% Held
VGIT Vanguard Intermediate-Term Treasury Index 5.3% Added +6%
IJR iShares Core S&P Small-Cap ETF 4.7% Held
AVLV Avantis US Large Cap Value ETF 4.4% Held
VGSH Vanguard Short-Term Treasury Index 3.4% Held
DFCF Dimensional Core Fixed 3.4% Added +6%
AVDV Avantis International Small Cap Value ETF 3.3% Held
BOXX Alpha Architect 1-3 Month Box ETF 3.3% Trimmed −8%
IWB iShares Russell 1000 Index 3.3% Held
VYM Vanguard High Dividend Yield Index Fund 3.3% Held
STIP iShares Trust - iShares 0-5 Year TIPS 3.0% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 30, 2026, compared with the Jul 31, 2026 filing
add_circleNew
  • AGG $255K
  • CME $251K
arrow_upwardAdded
  • IVV +20%
  • VGIT +6%
  • VSDM +6%
  • DFCF +6%
arrow_downwardTrimmed
  • VCRM −39%
  • MUB −24%
  • SCI −22%
  • IWM −10%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist