1y return+17.9%S&P 500 +20.9%
3y return+44.5%S&P 500 +68.5%
5y return+37.2%S&P 500 +74.5%
10y return+119.6%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $220 against $357 in the S&P 500.2
Opus Capital Group, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard S&P 500 ETF | $176K | 17.0% | |
| IEFAiShares Core MSCI EAFE ETF | $76K | 7.3% | |
| VGITVanguard Intermediate-Term Treasury Index | $53K | 5.2% | +7.0% |
| IJRiShares Core S&P Small-Cap ETF | $53K | 5.1% | |
| AVLVAvantis US Large Cap Value ETF | $46K | 4.4% | |
| BOXXAlpha Architect 1-3 Month Box ETF | $36K | 3.5% | +7.6% |
| VGSHVanguard Short-Term Treasury Index | $34K | 3.3% | |
| DFCFDimensional Core Fixed | $34K | 3.3% | +5.8% |
| VYMVanguard High Dividend Yield Index Fund | $34K | 3.3% | +1.4% |
| IWBiShares Russell 1000 Index | $33K | 3.2% | +2.9% |
| AVDVAvantis International Small Cap Value ETF | $32K | 3.1% | −1.1% |
| STIPiShares Trust - iShares 0-5 Year TIPS | $30K | 2.9% | +9.0% |
| FNDFSchwab Fundamental International Large Cap | $27K | 2.6% | |
| Dimensional US High Profitability ETFCUSIP 25434V831 | $23K | 2.2% | +1.8% |
| VONEVanguard Russell 1000 ETF | $21K | 2.1% | −1.9% |
| SCHFSchwab International Equity ETF | $20K | 2.0% | −1.8% |
| AVUVAvantis U.S. Small Cap Value ETF | $20K | 1.9% | +1.2% |
| VCRMVanguard Core Tax-Exempt Bond ETF | $19K | 1.8% | |
| VFMFVanguard US Multifactor | $19K | 1.8% | +1.0% |
| SYLDCambria Shareholder Yield ETF | $19K | 1.8% | |
| AVEMAvantis Emerging Markets Equity ETF | $19K | 1.8% | |
| IEMGiShares Core MSCI Emerging Markets | $18K | 1.8% | −2.2% |
| PGProcter & Gamble | $16K | 1.6% | |
| VEAVanguard FTSE Developed Markets ETF | $13K | 1.2% | |
| VSDMVanguard Short Duration Tax-Exempt Bond ETF | $11K | 1.1% | +10.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AAPLApple Inc | June 30, 2020 | +217.3% | $4,970 |
| IWFiShares Russell 1000 Growth | June 30, 2020 | +158.7% | $7,066 |
| VOOVanguard S&P 500 ETF | June 30, 2020 | +142.3% | $176K |
| VONEVanguard Russell 1000 ETF | June 30, 2020 | +138.6% | $21K |
| IWBiShares Russell 1000 Index | June 30, 2020 | +138.5% | $33K |
| FNDFSchwab Fundamental International Large Cap | June 30, 2020 | +122.2% | $27K |
| SCHASchwab U.S. Small Cap ETF | June 30, 2020 | +121.2% | $6,570 |
| VTVVanguard Large Cap Value ETF | June 30, 2020 | +118.8% | $5,909 |
| IJRiShares Core S&P Small-Cap ETF | June 30, 2020 | +117.2% | $53K |
| VFMFVanguard US Multifactor | December 31, 2020 | +111.6% | $19K |
Sold off last quarter
- TBILUS Treasury 3 Month Bill ETF was $1,671
- PEPPepsico Inc was $352
- HIGHartford Finl Svcs Grp was $207
- CMECME Group Inc was $203
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.0% | +14.8% |
| March 31, 2026 | +0.5% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +5.6% | +7.8% |
| June 30, 2025 | +6.5% | +10.5% |
| March 31, 2025 | −0.6% | −4.6% |
| December 31, 2024 | −2.4% | +2.1% |
| September 30, 2024 | +5.8% | +5.4% |
| June 30, 2024 | +0.2% | +4.0% |
| March 31, 2024 | +6.2% | +10.0% |
| December 31, 2023 | +8.8% | +11.2% |
| September 30, 2023 | −3.1% | −3.6% |
| June 30, 2023 | +3.1% | +8.3% |
| March 31, 2023 | +4.0% | +7.0% |
| December 31, 2022 | +9.3% | +7.1% |
| September 30, 2022 | −6.8% | −5.3% |
| June 30, 2022 | −12.5% | −16.5% |
| March 31, 2022 | −4.8% | −4.9% |
| December 31, 2021 | +5.6% | +10.7% |
| September 30, 2021 | −1.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Opus Capital Group, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1330325&type=13F-HR&dateb=&owner=include&count=40CIK 1330325
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1330325/000133032526000005/Filed July 31, 2026 · accession 0001330325-26-000005