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Filers›Asset Manager›Opus Capital Group, LLC
DOSSIER · 13F-HR · Q1 2026

Opus Capital Group, LLC

Opus's asset manager based in San Francisco, CA — $929,809 in tracked AUM across 139 positions as of Q1 2026.

O
Opus·San Francisco, CA·Asset Manager
CIK 0001330325 · last filed Mar 31, 2026
Total AUM
$929,809
▲ 10.0%
vs prior
Holdings
139
—
positions
Whale Score
43
43
tracked
Activity
—
no data
changes this Q
Top sector
Tech
39% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Opus Capital Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
Vanguard S&P 500 ETF
$153,739257K16.5%
02
IEFA
iShares Core MSCI EAFE ETF
$70,654780K7.6%
03
VGIT
Vanguard Intermediate-Term Treasury Index
$50,436847K5.4%
04
IJR
iShares Core S&P Small-Cap ETF
$44,427357K4.8%
05
AVLV
Avantis US Large Cap Value ETF
$40,108498K4.3%
06
VGSH
Vanguard Short-Term Treasury Index
$34,309586K3.7%
07
BOXX
Alpha Architect 1-3 Month Box ETF
$33,057284K3.6%
08
DFCF
Dimensional Core Fixed
$32,285765K3.5%
09
VYM
Vanguard High Dividend Yield Index Fund
$31,449212K3.4%
10
AVDV
Avantis International Small Cap Value ETF
$31,280313K3.4%

Filing history

Filing history loading…
AI Agent · grounded in Opus
haiku-4-5 · 139 positions indexed
Sector mix
  • Tech39%
  • Financials12%
  • Health Care7%
  • Cons. Disc.15%
  • Energy4%
  • Other23%
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