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: $890K134 positionsView on SEC.gov

			% of Portfolio
Abbvie Inc	COM	$720	0.1%Prev: 0.0%	3,110 SH	Increased+1,091 SH
Advanced Micro Devic	COM	$240	0.0%	1,486 SH	New
Alpha Architect 1-3 Month Box ETF	ALPHA ARCH 1-3	$23K	2.5%Prev: 3.5%	199,161 SH	Decreased-106,807 SH
Alphabet Inc Class A	COM	$395	0.0%	1,625 SH	New
Alphabet Inc Class C	COM	$423	0.0%	1,736 SH	New
Amazon.com	COM	$1K	0.1%Prev: 0.1%	4,860 SH	Increased+953 SH
Anavex Life Sciences	COM	$309	0.0%Prev: 0.0%	34,700 SH	Increased-3,000 SH
Apple Inc	COM	$4K	0.5%Prev: 0.5%	16,874 SH	Decreased-303 SH
Automatic Data Processing	COM	$459	0.1%Prev: 0.0%	1,565 SH	Increased+190 SH
AvalonBay Communities, Inc.	COM	$240	0.0%	1,245 SH	New
Avantis Emerging Markets Equity ETF	AVANTIS EMGMKT	$14K	1.6%Prev: 1.8%	189,659 SH	Decreased-2,311 SH
Avantis International Small Cap Value ETF	INTL SMCP VLU	$30K	3.4%Prev: 3.1%	340,007 SH	Decreased+30,281 SH
Avantis U.S. Small Cap Value ETF	US SML CP VALU	$15K	1.7%Prev: 1.9%	151,805 SH	Decreased-6,857 SH
Avantis US Large Cap Value ETF	US LARGE CAP VLU	$35K	4.0%Prev: 4.4%	487,749 SH	Decreased-14,304 SH
Berkshire Hath. Cl B	COM	$1K	0.1%Prev: 0.1%	2,047 SH	Decreased-113 SH
Broadcom Ltd	COM	$958	0.1%Prev: 0.1%	2,904 SH	Decreased+297 SH
Cambria Emerging Shareholder Yield ETF	EMRG SHAREHLDR	$5K	0.6%Prev: 0.7%	146,293 SH	Decreased-1,618 SH
Cambria Foreign Shareholder Yield ETF	CAMBRIA FGN SHR	$9K	1.1%Prev: 1.0%	303,765 SH	Decreased+9,511 SH
Cambria Shareholder Yield ETF	SHSHLD YIELD ETF	$15K	1.7%Prev: 1.8%	224,463 SH	Decreased-14,604 SH
Charles Schwab Corp	COM	$370	0.0%Prev: 0.0%	3,875 SH	Increased-75 SH
Charming Shoppes Inc	COM	$21	0.0%Prev: 0.0%	13,000 SH	Increased-1,500 SH
Chevron Corp	COM	$560	0.1%Prev: 0.1%	3,608 SH	Increased+442 SH
Cincinnati Financial	COM	$631	0.1%Prev: 0.1%	3,990 SH	Decreased-11 SH
Cisco Systems	COM	$243	0.0%Prev: 0.0%	3,549 SH	Decreased+306 SH
CME Group Inc	COM	$223	0.0%	826 SH	New
Compass Diversified	COM	$228	0.0%Prev: 0.0%	34,400 SH	Increased+16,100 SH
Corning Inc	COM	$284	0.0%Prev: 0.0%	3,464 SH	Increased+2,535 SH
Costco Wholesale Corp	COM	$222	0.0%Prev: 0.0%	240 SH	Increased+24 SH
Dimensional Core Fixed	CORE FIXED INCOM	$30K	3.4%Prev: 3.3%	698,013 SH	Decreased-111,231 SH
Dimensional U.S. Core Equity 2 ETF	US CORE EQUITY 2	$208	0.0%Prev: 0.0%	5,395 SH	Decreased
Dimensional U.S. Small Cap ETF	US SMALL CAP ETF	$1K	0.1%Prev: 0.1%	15,269 SH	Decreased-39 SH
Dimensional US High Profitability ETF	US HIGH PROFITAB	$20K	2.2%Prev: 2.2%	529,549 SH	Decreased-19,639 SH
Duke Energy Corporation	COM	$467	0.1%Prev: 0.0%	3,774 SH	Decreased-27 SH
Eaton Corporation	COM	$331	0.0%Prev: 0.0%	884 SH	Increased+329 SH
Energy Transfer LP	COM	$316	0.0%Prev: 0.0%	18,399 SH	Decreased
Exxon Mobil Corp	COM	$801	0.1%Prev: 0.1%	7,101 SH	Increased+1,514 SH
Federal Home Loan Mortgage Corporation	COM	$235	0.0%Prev: 0.0%	20,000 SH	Increased
General Dynamics	COM	$255	0.0%Prev: 0.0%	748 SH	Decreased-206 SH
General Electric	COM	$287	0.0%Prev: 0.0%	954 SH	Decreased
Home Depot	COM	$696	0.1%Prev: 0.1%	1,717 SH	Increased+112 SH
Hubbell Inc Class B	COM	$284	0.0%Prev: 0.0%	660 SH	Decreased
Invesco High Yield Equity Dividend Achievers ETF	HIG YLD EQ DIV	$209	0.0%Prev: 0.0%	9,920 SH	Decreased
Invesco QQQ	UNIT SER 1	$504	0.1%Prev: 0.1%	840 SH	Decreased
iShares 0-3 Month Treasury Bond ETF	0-3 MNTH TREASRY	$30K	3.4%Prev: 0.1%	296,147 SH	Increased+281,901 SH
iShares 3-7 Year Treasury Bond	3-7 YR TR BD ETF	$4K	0.5%Prev: 0.4%	35,639 SH	Increased+3,752 SH
iShares Core 1-5 Year USD Bond ETF	CORE 1 5 YR USD	$601	0.1%Prev: 0.1%	12,302 SH	Decreased-493 SH
iShares Core MSCI EAFE ETF	CORE MSCI EAFE	$69K	7.8%Prev: 7.3%	795,418 SH	Decreased+13,340 SH
iShares Core MSCI Emerging Markets	CORE MSCI EMKT	$15K	1.7%Prev: 1.8%	225,641 SH	Decreased+3,264 SH
iShares Core S&P Small-Cap ETF	CORE S&P SCP ETF	$42K	4.7%Prev: 5.1%	352,474 SH	Decreased-5,558 SH
iShares High Yield Systematic Bond ETF	HIGH YLD SYSTM B	$287	0.0%Prev: 0.0%	6,000 SH	Increased-124 SH
iShares iBonds Dec 2026 Term Treasury ETF	IBONDS 26 TRM TS	$325	0.0%Prev: 0.0%	14,150 SH	Decreased-1,307 SH
iShares iBonds Dec 2027 Term Treasury ETF	IBONDS 27 TRM TS	$325	0.0%Prev: 0.0%	14,450 SH	Decreased-1,332 SH
iShares iBonds Dec 2028 Term Treasury ETF	IBONDS 28 TRM TS	$325	0.0%Prev: 0.0%	14,500 SH	Decreased-1,330 SH
iShares iBonds Dec 2029 Term Treasury ETF	IBONDS 29 TRM TS	$274	0.0%Prev: 0.0%	12,500 SH	Decreased-1,400 SH
iShares Mstar Large Core	LRGE CORE INDX	$301	0.0%Prev: 0.0%	3,252 SH	Increased+524 SH
iShares National AMT-Free Muni Bond	NATIONAL MUN ETF	$4K	0.5%Prev: 0.5%	42,087 SH	Decreased-8,064 SH
iShares Russell 1000 Growth	RUS 1000 GRW ETF	$7K	0.8%Prev: 0.7%	14,363 SH	Decreased-42,541 SH
iShares Russell 1000 Index	RUSSELL 1000	$29K	3.3%Prev: 3.2%	79,534 SH	Decreased-776 SH
iShares Russell 1000 Value	RUSSELL1000VAL	$1K	0.2%Prev: 0.2%	7,104 SH	Decreased+12 SH
iShares Russell 2000 Idx	RUSSELL 2000 ETF	$2K	0.3%Prev: 0.3%	9,649 SH	Decreased+671 SH
iShares Russell 2000 Value Idx	RUSL 2000 VALU	$834	0.1%Prev: 0.1%	4,718 SH	Decreased+24 SH
iShares S&P 100 ETF	S&P 100 ETF	$2K	0.3%Prev: 0.3%	7,307 SH	Decreased
iShares S&P 500 Index	S&P 500 INDEX	$3K	0.3%Prev: 0.3%	4,018 SH	Decreased+110 SH
iShares S&P Midcap 400	CORE S&P MCP ETF	$646	0.1%Prev: 0.1%	9,902 SH	Decreased+270 SH
iShares Short-Term National Muni Bond ETF	SHRT NAT MUN ETF	$7K	0.8%Prev: 0.6%	66,750 SH	Increased+8,673 SH
Johnson & Johnson	COM	$1K	0.1%Prev: 0.1%	5,979 SH	Increased+1,664 SH
JPMorgan Chase & Co	COM	$880	0.1%Prev: 0.1%	2,791 SH	Increased+543 SH
Kroger Corp	COM	$331	0.0%Prev: 0.0%	4,907 SH	Increased-33 SH
Lilly Eli & Co	COM	$872	0.1%Prev: 0.1%	1,143 SH	Increased+550 SH
Lockheed Martin Corp	COM	$244	0.0%	490 SH	New
Marsh & McLennan	COM	$368	0.0%	1,824 SH	New
Mastercard Inc	COM	$252	0.0%Prev: 0.0%	443 SH	Decreased-219 SH
Matador Resources Co	COM	$257	0.0%Prev: 0.0%	5,711 SH	Decreased-67 SH
McDonalds Corp	COM	$563	0.1%Prev: 0.0%	1,852 SH	Increased+873 SH
Meta Platforms Inc	COM	$1K	0.2%Prev: 0.1%	2,009 SH	Increased-67 SH
Microsoft	COM	$2K	0.2%Prev: 0.1%	3,489 SH	Increased-121 SH
Mondelez Intl Inc Cl A	COM	$442	0.0%Prev: 0.0%	7,071 SH	Increased+3,300 SH
Netlist, Inc.	COM	$18	0.0%Prev: 0.0%	19,500 SH	Decreased
Nextera Energy Inc	COM	$434	0.0%Prev: 0.0%	5,743 SH	Increased+1,877 SH
Nvidia Corp	COM	$1K	0.2%Prev: 0.2%	7,999 SH	Decreased-3,027 SH
NW Biotherapeutics	COM	$14	0.0%Prev: 0.0%	60,150 SH	Increased
Oracle Corp	COM	$269	0.0%	956 SH	New
Otter Tail Corp	COM	$432	0.0%Prev: 0.0%	5,266 SH	Decreased
Paychex Inc	COM	$215	0.0%	1,694 SH	New
Pepsico Inc	COM	$353	0.0%	2,516 SH	New
PNC Financial Services	COM	$298	0.0%Prev: 0.1%	1,482 SH	Decreased-695 SH
PPL Corporation	COM	$267	0.0%Prev: 0.0%	7,173 SH	Increased+1,262 SH
Procter & Gamble	COM	$18K	2.0%Prev: 1.6%	114,593 SH	Increased+4,697 SH
Raytheon Technologies Co	COM	$211	0.0%Prev: 0.0%	1,263 SH	Decreased-352 SH
Schwab Emerging Market ETF	EMRG MKTEQ ETF	$2K	0.2%Prev: 0.2%	50,578 SH	Decreased+3,128 SH
Schwab Fundamental International Large Cap	SCHWB FDT INT LG	$23K	2.6%Prev: 2.6%	533,909 SH	Decreased+27,294 SH
Schwab Fundamental US Small Cap ETF	SCHWAB FDT US SC	$535	0.1%Prev: 0.1%	17,178 SH	Decreased+2,188 SH
Schwab International Equity ETF	INTL EQTY ETF	$19K	2.1%Prev: 2.0%	810,181 SH	Decreased+75,288 SH
Schwab U.S. Broad Market ETF	US BRD MKT ETF	$4K	0.5%Prev: 0.4%	164,771 SH	Decreased+15,154 SH
Schwab U.S. Small Cap ETF	US SML CAP ETF	$5K	0.6%Prev: 0.6%	181,015 SH	Decreased-834 SH
Schwab US Large Cap ETF	US LRG CAP ETF	$326	0.0%Prev: 0.1%	12,384 SH	Decreased-7,825 SH
Sellas Life Sciences Gro	COM	$403	0.0%Prev: 0.6%	250,000 SH	Decreased-135,604 SH
Sempra Energy	COM	$286	0.0%Prev: 0.0%	3,181 SH	Increased+495 SH
Service Corp Int'l, Inc.	COM	$4K	0.5%Prev: 0.3%	51,820 SH	Increased+6,250 SH
SPDR Developed World ex-US ETF	PORTFOLIO DEVLPD	$2K	0.3%Prev: 0.3%	56,781 SH	Decreased-69 SH
SPDR Gold Trust	GOLD SHS	$387	0.0%Prev: 0.0%	1,088 SH	Decreased+15 SH
SPDR Portfolio S&P 500 ETF	PORTFOLIO S&P500	$334	0.0%Prev: 0.0%	4,263 SH	Decreased+228 SH
SPDR S&P 500 ETF	TR UNIT	$629	0.1%Prev: 0.1%	944 SH	Increased+175 SH
SPDR S&P 600 Small Cap Value	S&P 600 SMCP VAL	$2K	0.2%Prev: 0.2%	18,859 SH	Decreased+668 SH
Starbucks Corp	COM	$259	0.0%Prev: 0.0%	3,067 SH	Decreased+238 SH
Te Connectivity Plc	ORD SHS	$262	0.0%Prev: 0.0%	1,192 SH	Decreased-179 SH
Tesla Motors Inc	COM	$231	0.0%	520 SH	New
Travelers Co	COM	$543	0.1%Prev: 0.0%	1,945 SH	Increased+662 SH
Unitedhealth Group	COM	$300	0.0%Prev: 0.1%	868 SH	Decreased-735 SH
Vanguard Core Tax-Exempt Bond ETF	CORE TAX EXEMPT	$13K	1.5%Prev: 1.8%	176,202 SH	Decreased-72,587 SH
Vanguard Dividend Appreciation	DIV APP ETF	$3K	0.3%Prev: 0.3%	13,319 SH	Increased+1,657 SH
Vanguard Emerging Market	FTSE EMR MKT ETF	$5K	0.6%Prev: 0.6%	97,997 SH	Decreased-4,227 SH
Vanguard Energy ETF	ENERGY ETF	$261	0.0%Prev: 0.0%	2,074 SH	Decreased-12 SH
Vanguard FTSE All-World ex-US Sm-Cp ETF	FTSE SMCAP ETF	$615	0.1%Prev: 0.0%	4,311 SH	Increased+1,504 SH
Vanguard FTSE Developed Markets ETF	FTSE DEV MKT ETF	$11K	1.3%Prev: 1.2%	189,146 SH	Decreased+9,991 SH
Vanguard High Dividend Yield Index Fund	HIGH DIV YLD	$30K	3.3%Prev: 3.3%	210,142 SH	Decreased-5,178 SH
Vanguard Information Technology ETF	INF TECH ETF	$217	0.0%Prev: 0.0%	291 SH	Decreased-2,037 SH
Vanguard Intermediate-Term Treasury Index	INTER TERM TREAS	$46K	5.2%Prev: 5.2%	773,371 SH	Decreased-133,038 SH
Vanguard Large Cap Value ETF	VALUE ETF	$5K	0.6%Prev: 0.6%	28,433 SH	Decreased+1,320 SH
Vanguard Large-Cap Index ETF	LARGE CAP ETF	$882	0.1%Prev: 0.1%	2,866 SH	Decreased+102 SH
Vanguard Mid Cap ETF	MID CAP ETF	$477	0.1%Prev: 0.0%	1,623 SH	Decreased-4,580 SH
Vanguard Real Estate Index	REIT ETF	$555	0.1%Prev: 0.0%	6,072 SH	Increased+1,045 SH
Vanguard Russell 1000 ETF	VNG RUS1000IDX	$19K	2.1%Prev: 2.1%	62,544 SH	Decreased-84 SH
Vanguard Russell 1000 Growth ETF	VNG RUS1000GRW	$2K	0.2%Prev: 0.1%	13,729 SH	Increased+9,503 SH
Vanguard S&P 500 ETF	S&P 500 ETF SHS	$162K	18.2%Prev: 17.0%	264,209 SH	Decreased+8,029 SH
Vanguard Short Duration Tax-Exempt Bond ETF	SHORT TAX EXEMPT	$6K	0.7%Prev: 1.1%	82,787 SH	Decreased-66,126 SH
Vanguard Short Term Bond Index	SHORT TRM BOND	$876	0.1%Prev: 0.1%	11,095 SH	Increased
Vanguard Short-Term Treasury Index	SHORT TERM TREAS	$32K	3.6%Prev: 3.3%	546,534 SH	Decreased-42,525 SH
Vanguard Small-Cap Growth ETF	SML CP GRW ETF	$1K	0.2%Prev: 0.1%	4,766 SH	Decreased+614 SH
Vanguard Total Stock Market ETF	TOTAL STK MKT	$524	0.1%Prev: 0.1%	1,596 SH	Decreased+30 SH
Vanguard US Multifactor	US MULTIFACTOR	$15K	1.7%Prev: 1.8%	104,479 SH	Decreased-2,659 SH
VICI Properties Inc.	COM	$307	0.0%Prev: 0.0%	9,404 SH	Increased+1,619 SH
Wal Mart Stores Inc	COM	$266	0.0%Prev: 0.0%	2,585 SH	Decreased-100 SH
Williams Companies	COM	$589	0.1%Prev: 0.0%	9,298 SH	Increased+2,461 SH

Sold (vs prior filing)

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Alphabet Inc Class C — $597
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Beyond Meat Inc — $11
Caterpillar Inc — $305
Crowdstrike Hldgs Inc — $216
Cummins Inc — $275
Darden Restaurants Inc — $263
Garmin Ltd New — $271
GE Vernova Inc — $264
Intuitive Surgical New — $688
Invesco AI and Next Gen Software ETF — $3K
iShares EAFE Index — $241
iShares Future AI & Tech ETF — $3K
iShares iBonds Dec 2030 Term Treasury ETF — $300
iShares Russell Midcap — $287
iShares Trust - iShares 0-5 Year TIPS — $30K
Philip Morris Intl Inc — $266
PIMCO Commodity Strategy Active Exchange-Traded Fu — $267
Taiwan Semiconductr — $599
… and 4 more

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