Opus Capital Group, LLC

CIK 0001330325 • 6 13F filings • Apr 30, 2025 – Jul 31, 2026

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Filer information

Filed by: Opus Capital Group, LLC, Principal, COO and CCO
Address: 221 EAST FOURTH STREET, SUITE 2850, CINCINNATI, OH, 45202
Phone: 5136216787
AUM: $923K

AUM over time

$1.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $923K134 positionsView on SEC.gov

			% of Portfolio
Abbvie Inc	COM	$608	0.1%Prev: 0.1%	2,659 SH	Decreased-451 SH
Accenture Ltd	COM	$221	0.0%	823 SH	New
Advanced Micro Devic	COM	$265	0.0%Prev: 0.0%	1,236 SH	Increased-250 SH
Alpha Architect 1-3 Month Box ETF	ALPHA ARCH 1-3	$31K	3.3%Prev: 2.5%	265,621 SH	Increased+66,460 SH
Alphabet Inc Class A	CAP STK CL A	$509	0.1%	1,625 SH	New
Alphabet Inc Class C	CAP STK CL C	$532	0.1%	1,696 SH	New
Amazon.com	COM	$1K	0.1%Prev: 0.1%	4,950 SH	Increased+90 SH
Anavex Life Sciences	COM	$134	0.0%Prev: 0.0%	37,700 SH	Decreased+3,000 SH
Apple Inc	COM	$5K	0.5%Prev: 0.5%	16,910 SH	Increased+36 SH
Automatic Data Processing	COM	$351	0.0%Prev: 0.1%	1,365 SH	Decreased-200 SH
Avantis Emerging Markets Equity ETF	AVANTIS EMGMKT	$15K	1.6%Prev: 1.6%	191,940 SH	Increased+2,281 SH
Avantis International Small Cap Value ETF	INTL SMCP VLU	$32K	3.5%Prev: 3.4%	341,559 SH	Increased+1,552 SH
Avantis U.S. Small Cap Value ETF	US SML CP VALU	$16K	1.7%Prev: 1.7%	156,127 SH	Increased+4,322 SH
Avantis US Large Cap Value ETF	US LARGE CAP VLU	$37K	4.0%Prev: 4.0%	492,427 SH	Increased+4,678 SH
Berkshire Hath. Cl B	CL B NEW	$1K	0.1%	1,992 SH	New
Broadcom Ltd	COM	$966	0.1%Prev: 0.1%	2,791 SH	Increased-113 SH
Cambria Emerging Shareholder Yield ETF	EMRG SHAREHLDR	$6K	0.6%Prev: 0.6%	146,863 SH	Increased+570 SH
Cambria Foreign Shareholder Yield ETF	CAMBRIA FGN SHR	$10K	1.1%Prev: 1.1%	302,842 SH	Increased-923 SH
Cambria Shareholder Yield ETF	SHSHLD YIELD ETF	$16K	1.8%Prev: 1.7%	235,134 SH	Increased+10,671 SH
Charles Schwab Corp	COM	$402	0.0%Prev: 0.0%	4,025 SH	Increased+150 SH
Charming Shoppes Inc	COM	$20	0.0%Prev: 0.0%	14,000 SH	Decreased+1,000 SH
Chevron Corp	COM	$494	0.1%Prev: 0.1%	3,241 SH	Decreased-367 SH
Cincinnati Financial	COM	$652	0.1%Prev: 0.1%	3,990 SH	Increased
Cisco Systems	COM	$225	0.0%Prev: 0.0%	2,916 SH	Decreased-633 SH
Compass Diversified	COM	$134	0.0%Prev: 0.0%	27,900 SH	Decreased-6,500 SH
Dimensional Core Fixed	CORE FIXED INCOM	$31K	3.4%Prev: 3.4%	737,053 SH	Increased+39,040 SH
Dimensional U.S. Core Equity 2 ETF	US CORE EQUITY 2	$214	0.0%Prev: 0.0%	5,395 SH	Increased
Dimensional U.S. Small Cap ETF	US SMALL CAP ETF	$1K	0.1%Prev: 0.1%	15,295 SH	Increased+26 SH
Dimensional US High Profitability ETF	US HIGH PROFITAB	$20K	2.2%Prev: 2.2%	535,212 SH	Increased+5,663 SH
Duke Energy Corporation	COM	$436	0.0%Prev: 0.1%	3,724 SH	Decreased-50 SH
Eaton Corporation	COM	$236	0.0%Prev: 0.0%	740 SH	Decreased-144 SH
Energy Transfer LP	COM	$303	0.0%Prev: 0.0%	18,399 SH	Decreased
Exxon Mobil Corp	COM	$809	0.1%Prev: 0.1%	6,721 SH	Increased-380 SH
Federal Home Loan Mortgage Corporation	COM	$203	0.0%Prev: 0.0%	20,000 SH	Decreased
General Dynamics	COM	$256	0.0%Prev: 0.0%	762 SH	Increased+14 SH
General Electric	COM	$294	0.0%Prev: 0.0%	954 SH	Increased
Hartford Finl Svcs Grp	COM	$210	0.0%	1,526 SH	New
Home Depot	COM	$553	0.1%Prev: 0.1%	1,606 SH	Decreased-111 SH
Hubbell Inc Class B	COM	$293	0.0%Prev: 0.0%	660 SH	Increased
Invesco AI and Next Gen Software ETF	INVESCO EXCHANGE TRADED FD T AI AND NEXT GEN	$1K	0.1%	22,773 SH	New
Invesco High Yield Equity Dividend Achievers ETF	HIG YLD EQ DIV	$202	0.0%Prev: 0.0%	9,920 SH	Decreased
Invesco QQQ	UNIT SER 1	$516	0.1%Prev: 0.1%	840 SH	Increased
iShares 0-3 Month Treasury Bond ETF	0-3 MNTH TREASRY	$31K	3.3%Prev: 3.4%	303,958 SH	Increased+7,811 SH
iShares 3-7 Year Treasury Bond	3-7 YR TR BD ETF	$4K	0.5%Prev: 0.5%	35,160 SH	Decreased-479 SH
iShares Core 1-5 Year USD Bond ETF	CORE 1 5 YR USD	$675	0.1%Prev: 0.1%	13,853 SH	Increased+1,551 SH
iShares Core MSCI EAFE ETF	CORE MSCI EAFE	$72K	7.8%Prev: 7.8%	800,456 SH	Increased+5,038 SH
iShares Core MSCI Emerging Markets	CORE MSCI EMKT	$15K	1.7%Prev: 1.7%	229,156 SH	Increased+3,515 SH
iShares Core S&P Small-Cap ETF	CORE S&P SCP ETF	$43K	4.7%Prev: 4.7%	358,440 SH	Increased+5,966 SH
iShares Future AI & Tech ETF	FUTURE AI & TECH	$2K	0.2%	38,028 SH	New
iShares High Yield Systematic Bond ETF	HIGH YLD SYSTM B	$275	0.0%Prev: 0.0%	5,798 SH	Decreased-202 SH
iShares iBonds Dec 2026 Term Treasury ETF	IBONDS 26 TRM TS	$354	0.0%Prev: 0.0%	15,457 SH	Increased+1,307 SH
iShares iBonds Dec 2027 Term Treasury ETF	IBONDS 27 TRM TS	$355	0.0%Prev: 0.0%	15,782 SH	Increased+1,332 SH
iShares iBonds Dec 2028 Term Treasury ETF	IBONDS 28 TRM TS	$354	0.0%Prev: 0.0%	15,830 SH	Increased+1,330 SH
iShares iBonds Dec 2029 Term Treasury ETF	IBONDS 29 TRM TS	$305	0.0%Prev: 0.0%	13,900 SH	Increased+1,400 SH
iShares Mstar Large Core	LRGE CORE INDX	$307	0.0%Prev: 0.0%	3,252 SH	Increased
iShares National AMT-Free Muni Bond	NATIONAL MUN ETF	$5K	0.5%Prev: 0.5%	42,468 SH	Increased+381 SH
iShares Russell 1000 Growth	RUS 1000 GRW ETF	$7K	0.7%Prev: 0.8%	14,226 SH	Increased-137 SH
iShares Russell 1000 Index	RUSSELL 1000	$29K	3.2%Prev: 3.3%	78,674 SH	Increased-860 SH
iShares Russell 1000 Value	RUSSELL1000VAL	$1K	0.2%Prev: 0.2%	7,092 SH	Increased-12 SH
iShares Russell 2000 Idx	RUSSELL 2000 ETF	$2K	0.2%Prev: 0.3%	9,131 SH	Decreased-518 SH
iShares Russell 2000 Value Idx	RUSL 2000 VALU	$850	0.1%Prev: 0.1%	4,693 SH	Increased-25 SH
iShares S&P 100 ETF	S&P 100 ETF	$3K	0.3%Prev: 0.3%	7,307 SH	Increased
iShares S&P 500 Index	S&P 500 INDEX	$3K	0.3%Prev: 0.3%	4,171 SH	Increased+153 SH
iShares S&P Midcap 400	CORE S&P MCP ETF	$652	0.1%Prev: 0.1%	9,872 SH	Increased-30 SH
iShares Short-Term National Muni Bond ETF	SHRT NAT MUN ETF	$7K	0.7%Prev: 0.8%	62,805 SH	Decreased-3,945 SH
Johnson & Johnson	COM	$1K	0.1%Prev: 0.1%	5,328 SH	Decreased-651 SH
JPMorgan Chase & Co	COM	$743	0.1%Prev: 0.1%	2,305 SH	Decreased-486 SH
Kroger Corp	COM	$307	0.0%Prev: 0.0%	4,907 SH	Decreased
Lilly Eli & Co	COM	$1K	0.1%Prev: 0.1%	1,076 SH	Increased-67 SH
Lockheed Martin Corp	COM	$201	0.0%Prev: 0.0%	415 SH	Decreased-75 SH
Mastercard Inc	COM	$321	0.0%Prev: 0.0%	563 SH	Increased+120 SH
Matador Resources Co	COM	$243	0.0%Prev: 0.0%	5,736 SH	Decreased+25 SH
McDonalds Corp	COM	$511	0.1%Prev: 0.1%	1,671 SH	Decreased-181 SH
Meta Platforms Inc	COM	$1K	0.2%Prev: 0.2%	2,134 SH	Decreased+125 SH
Microsoft	COM	$2K	0.2%Prev: 0.2%	3,540 SH	Decreased+51 SH
Mondelez Intl Inc Cl A	COM	$316	0.0%Prev: 0.0%	5,871 SH	Decreased-1,200 SH
Netlist, Inc.	COM	$17	0.0%Prev: 0.0%	19,500 SH	Decreased
Nextera Energy Inc	COM	$387	0.0%Prev: 0.0%	4,822 SH	Decreased-921 SH
Nvidia Corp	COM	$2K	0.2%Prev: 0.2%	9,224 SH	Increased+1,225 SH
NW Biotherapeutics	COM	$14	0.0%Prev: 0.0%	60,150 SH
Oracle Corp	COM	$214	0.0%Prev: 0.0%	1,099 SH	Decreased+143 SH
Otter Tail Corp	COM	$426	0.0%Prev: 0.0%	5,266 SH	Decreased
Pepsico Inc	COM	$325	0.0%Prev: 0.0%	2,261 SH	Decreased-255 SH
PNC Financial Services	COM	$253	0.0%Prev: 0.0%	1,210 SH	Decreased-272 SH
PPL Corporation	COM	$207	0.0%Prev: 0.0%	5,919 SH	Decreased-1,254 SH
Procter & Gamble	COM	$16K	1.8%Prev: 2.0%	113,333 SH	Decreased-1,260 SH
Raytheon Technologies Co	COM	$250	0.0%Prev: 0.0%	1,362 SH	Increased+99 SH
Schwab Emerging Market ETF	EMRG MKTEQ ETF	$2K	0.2%Prev: 0.2%	50,524 SH	Decreased-54 SH
Schwab Fundamental International Large Cap	SCHWB FDT INT LG	$24K	2.6%Prev: 2.6%	540,769 SH	Increased+6,860 SH
Schwab Fundamental US Small Cap ETF	SCHWAB FDT US SC	$472	0.1%Prev: 0.1%	14,984 SH	Decreased-2,194 SH
Schwab International Equity ETF	INTL EQTY ETF	$18K	2.0%Prev: 2.1%	760,433 SH	Decreased-49,748 SH
Schwab U.S. Broad Market ETF	US BRD MKT ETF	$4K	0.5%Prev: 0.5%	164,781 SH	Increased+10 SH
Schwab U.S. Small Cap ETF	US SML CAP ETF	$5K	0.6%Prev: 0.6%	181,580 SH	Increased+565 SH
Schwab US Large Cap ETF	US LRG CAP ETF	$333	0.0%Prev: 0.0%	12,384 SH	Increased
Sellas Life Sciences Gro	COM	$1K	0.1%Prev: 0.0%	317,100 SH	Increased+67,100 SH
Sempra Energy	COM	$237	0.0%Prev: 0.0%	2,688 SH	Decreased-493 SH
Service Corp Int'l, Inc.	COM	$3K	0.4%Prev: 0.5%	43,514 SH	Decreased-8,306 SH
SPDR Developed World ex-US ETF	PORTFOLIO DEVLPD	$3K	0.3%Prev: 0.3%	56,649 SH	Increased-132 SH
SPDR Gold Trust	GOLD SHS	$443	0.0%Prev: 0.0%	1,118 SH	Increased+30 SH
SPDR Portfolio S&P 500 ETF	PORTFOLIO S&P500	$324	0.0%Prev: 0.0%	4,035 SH	Decreased-228 SH
SPDR S&P 500 ETF	TR UNIT	$644	0.1%Prev: 0.1%	944 SH	Increased
SPDR S&P 600 Small Cap Value	S&P 600 SMCP VAL	$2K	0.2%Prev: 0.2%	18,468 SH	Increased-391 SH
Starbucks Corp	COM	$268	0.0%Prev: 0.0%	3,187 SH	Increased+120 SH
Taiwan Semiconductr	COM	$281	0.0%	926 SH	New
Te Connectivity Plc	ORD SHS	$224	0.0%Prev: 0.0%	984 SH	Decreased-208 SH
Tesla Motors Inc	COM	$223	0.0%Prev: 0.0%	495 SH	Decreased-25 SH
Travelers Co	COM	$497	0.1%Prev: 0.1%	1,715 SH	Decreased-230 SH
Unitedhealth Group	COM	$240	0.0%Prev: 0.0%	727 SH	Decreased-141 SH
Vanguard Core Tax-Exempt Bond ETF	CORE TAX EXEMPT	$17K	1.8%Prev: 1.5%	223,270 SH	Increased+47,068 SH
Vanguard Dividend Appreciation	DIV APP ETF	$3K	0.3%Prev: 0.3%	12,818 SH	Decreased-501 SH
Vanguard Emerging Market	FTSE EMR MKT ETF	$5K	0.6%Prev: 0.6%	98,358 SH	Decreased+361 SH
Vanguard Energy ETF	ENERGY ETF	$262	0.0%Prev: 0.0%	2,079 SH	Increased+5 SH
Vanguard FTSE All-World ex-US Sm-Cp ETF	FTSE SMCAP ETF	$406	0.0%Prev: 0.1%	2,830 SH	Decreased-1,481 SH
Vanguard FTSE Developed Markets ETF	FTSE DEV MKT ETF	$12K	1.3%Prev: 1.3%	188,949 SH	Increased-197 SH
Vanguard High Dividend Yield Index Fund	HIGH DIV YLD	$30K	3.3%Prev: 3.3%	210,973 SH	Increased+831 SH
Vanguard Information Technology ETF	INF TECH ETF	$219	0.0%Prev: 0.0%	291 SH	Increased
Vanguard Intermediate-Term Treasury Index	INTER TERM TREAS	$48K	5.2%Prev: 5.2%	806,875 SH	Increased+33,504 SH
Vanguard Large Cap Value ETF	VALUE ETF	$5K	0.6%Prev: 0.6%	28,267 SH	Increased-166 SH
Vanguard Large-Cap Index ETF	LARGE CAP ETF	$901	0.1%Prev: 0.1%	2,862 SH	Increased-4 SH
Vanguard Mid Cap ETF	MID CAP ETF	$450	0.0%Prev: 0.1%	1,551 SH	Decreased-72 SH
Vanguard Real Estate Index	REIT ETF	$519	0.1%Prev: 0.1%	5,863 SH	Decreased-209 SH
Vanguard Russell 1000 ETF	VNG RUS1000IDX	$19K	2.1%Prev: 2.1%	62,200 SH	Increased-344 SH
Vanguard Russell 1000 Growth ETF	VNG RUS1000GRW	$514	0.1%Prev: 0.2%	4,224 SH	Decreased-9,505 SH
Vanguard S&P 500 ETF	S&P 500 ETF SHS	$162K	17.6%Prev: 18.2%	259,044 SH	Increased-5,165 SH
Vanguard Short Duration Tax-Exempt Bond ETF	SHORT TAX EXEMPT	$8K	0.9%Prev: 0.7%	108,239 SH	Increased+25,452 SH
Vanguard Short Term Bond Index	SHORT TRM BOND	$874	0.1%Prev: 0.1%	11,095 SH	Decreased
Vanguard Short-Term Treasury Index	SHORT TERM TREAS	$34K	3.7%Prev: 3.6%	577,371 SH	Increased+30,837 SH
Vanguard Small-Cap Growth ETF	SML CP GRW ETF	$1K	0.1%Prev: 0.2%	4,167 SH	Decreased-599 SH
Vanguard Total Stock Market ETF	TOTAL STK MKT	$535	0.1%Prev: 0.1%	1,597 SH	Increased+1 SH
Vanguard US Multifactor	US MULTIFACTOR	$16K	1.7%Prev: 1.7%	105,395 SH	Increased+916 SH
VICI Properties Inc.	COM	$219	0.0%Prev: 0.0%	7,796 SH	Decreased-1,608 SH
Visa Inc	COM	$223	0.0%	637 SH	New
Wal Mart Stores Inc	COM	$288	0.0%Prev: 0.0%	2,585 SH	Increased
Williams Companies	COM	$354	0.0%Prev: 0.1%	5,881 SH	Decreased-3,417 SH

Sold (vs prior filing)

Alphabet Inc Class A — $395
Alphabet Inc Class C — $423
AvalonBay Communities, Inc. — $240
Berkshire Hath. Cl B — $1K
CME Group Inc — $223
Corning Inc — $284
Costco Wholesale Corp — $222
Marsh & McLennan — $368
Paychex Inc — $215

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 30, 2026	Q4 2025	13F-HR	0001330325-26-000003	$923K	View
Oct 31, 2025	Q3 2025	13F-HR	0001330325-25-000007	$890K	View
Jul 31, 2026	Q2 2026