Institutional Fund
Opus Capital Group, LLC
Cincinnati, OHCIK 13303255 filings on record
Portfolio Value
$929.8K
Q1 2026
Holdings
139
Reported positions
New Buys
11
Opened this quarter
QoQ Change
+0.7%
from $923.2K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds16.5%
- Ishares Tr7.6%
- Vanguard Scottsdale Fds5.4%
- Ishares Tr4.8%
- American Centy ETF Tr4.3%
- Vanguard Scottsdale Fds3.7%
- Other57.7%
Portfolio Holdings
139 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 257.3K | $153.7K | 16.5% | −1.8K | Reduced |
| 2 | Ishares Tr | 780.4K | $70.7K | 7.6% | −20.0K | Reduced |
| 3 | Vanguard Scottsdale Fds | 847.0K | $50.4K | 5.4% | +40.1K | Added |
| 4 | Ishares Tr | 357.4K | $44.4K | 4.8% | −1.0K | Reduced |
| 5 | American Centy ETF Tr | 497.6K | $40.1K | 4.3% | +5.1K | Added |
| 6 | Vanguard Scottsdale Fds | 586.1K | $34.3K | 3.7% | +8.7K | Added |
| 7 | Ea Series Trust | 284.3K | $33.1K | 3.6% | +18.6K | Added |
| 8 | Dimensional ETF Trust | 764.7K | $32.3K | 3.5% | +27.6K | Added |
| 9 | Vanguard Whitehall Fds | 212.3K | $31.4K | 3.4% | +1.4K | Added |
| 10 | American Centy ETF Tr | 313.2K | $31.3K | 3.4% | −28.3K | Reduced |
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