Opus Capital Group, LLC - Portfolio overview

Opus Capital Group, LLC has 150 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Technology.

Largest reported holdings by portfolio allocation

  1. VOO - Vanguard S&P 500 ETF, 16.53%
  2. IEFA - iShares Core MSCI EAFE ETF, 7.60%
  3. VGIT - Vanguard Intermediate-Term Treasury Index, 5.42%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.