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: $1.0M147 positionsView on SEC.gov

			% of Portfolio
Abbvie Inc	COM	$508	0.0%Prev: 0.1%	2,019 SH	Decreased-1,268 SH
Alpha Architect 1-3 Month Box ETF	ALPHA ARCH 1-3	$36K	3.5%Prev: 2.5%	305,968 SH	Increased+122,774 SH
Alphabet Inc Class A	CAP STK CL A	$652	0.1%	1,825 SH	New
Alphabet Inc Class C	CAP STK CL C	$597	0.1%	1,689 SH	New
Amazon.com	COM	$931	0.1%Prev: 0.1%	3,907 SH	Decreased-939 SH
Anavex Life Sciences	COM	$98	0.0%Prev: 0.0%	37,700 SH	Decreased+3,000 SH
Apollo Global Mgmt Inc N	COM	$414	0.0%	3,497 SH	New
Apple Inc	COM	$5K	0.5%Prev: 0.4%	17,177 SH	Increased+499 SH
Automatic Data Processing	COM	$308	0.0%Prev: 0.1%	1,375 SH	Decreased-253 SH
Avantis Emerging Markets Equity ETF	AVANTIS EMGMKT	$19K	1.8%Prev: 1.6%	191,970 SH	Increased+2,219 SH
Avantis International Small Cap Value ETF	INTL SMCP VLU	$32K	3.1%Prev: 3.2%	309,726 SH	Increased-30,384 SH
Avantis U.S. Small Cap Value ETF	US SML CP VALU	$20K	1.9%Prev: 1.6%	158,662 SH	Increased+10,302 SH
Avantis US Large Cap Value ETF	US LARGE CAP VLU	$46K	4.4%Prev: 4.0%	502,053 SH	Increased+14,187 SH
Berkshire Hath. Cl B	COM	$1K	0.1%Prev: 0.1%	2,160 SH	Increased+113 SH
Beyond Meat Inc	COM	$11	0.0%	15,000 SH	New
Broadcom Ltd	COM	$985	0.1%Prev: 0.1%	2,607 SH	Increased-801 SH
Cambria Emerging Shareholder Yield ETF	EMRG SHAREHLDR	$7K	0.7%Prev: 0.6%	147,911 SH	Increased+1,731 SH
Cambria Foreign Shareholder Yield ETF	CAMBRIA FGN SHR	$11K	1.0%Prev: 1.1%	294,254 SH	Increased-12,283 SH
Cambria Shareholder Yield ETF	SHSHLD YIELD ETF	$19K	1.8%Prev: 1.7%	239,067 SH	Increased+15,533 SH
Caterpillar Inc	COM	$305	0.0%	286 SH	New
Charles Schwab Corp	COM	$364	0.0%Prev: 0.0%	3,950 SH	Increased+75 SH
Charming Shoppes Inc	COM	$20	0.0%Prev: 0.0%	14,500 SH	Increased+1,500 SH
Chevron Corp	COM	$525	0.1%Prev: 0.1%	3,166 SH	Decreased-573 SH
Cincinnati Financial	COM	$741	0.1%Prev: 0.1%	4,001 SH	Increased+11 SH
Cisco Systems	COM	$381	0.0%	3,243 SH	New
Compass Diversified	COM	$195	0.0%Prev: 0.0%	18,300 SH	Decreased-16,100 SH
Corning Inc	COM	$237	0.0%Prev: 0.0%	929 SH	Increased-3,478 SH
Costco Wholesale Corp	COM	$202	0.0%Prev: 0.0%	216 SH	Decreased-22 SH
Crowdstrike Hldgs Inc	COM	$216	0.0%	283 SH	New
Cummins Inc	COM	$275	0.0%	385 SH	New
Darden Restaurants Inc	COM	$263	0.0%	1,277 SH	New
Dimensional Core Fixed	CORE FIXED INCOM	$34K	3.3%Prev: 3.4%	809,244 SH	Increased+129,208 SH
Dimensional U.S. Core Equity 2 ETF	US CORE EQUITY 2	$239	0.0%	5,395 SH	New
Dimensional U.S. Small Cap ETF	US SMALL CAP ETF	$1K	0.1%Prev: 0.1%	15,308 SH	Increased+64 SH
Dimensional US High Profitability ETF	US HIGH PROFITAB	$23K	2.2%Prev: 2.2%	549,188 SH	Increased+25,084 SH
Duke Energy Corporation	COM	$481	0.0%Prev: 0.1%	3,801 SH	Increased-67 SH
Eaton Corporation	COM	$236	0.0%Prev: 0.0%	555 SH	Decreased-370 SH
Energy Transfer LP	COM	$352	0.0%Prev: 0.0%	18,399 SH	Increased
Exxon Mobil Corp	COM	$764	0.1%Prev: 0.1%	5,587 SH	Decreased-2,028 SH
Federal Home Loan Mortgage Corporation	COM	$120	0.0%Prev: 0.0%	20,000 SH	Decreased
Garmin Ltd New	COM	$271	0.0%	1,139 SH	New
GE Vernova Inc	COM	$264	0.0%	225 SH	New
General Dynamics	COM	$338	0.0%	954 SH	New
General Electric	COM	$357	0.0%Prev: 0.0%	954 SH	Increased
Home Depot	COM	$566	0.1%Prev: 0.1%	1,605 SH	Decreased-165 SH
Hubbell Inc Class B	COM	$345	0.0%Prev: 0.0%	660 SH	Decreased-250 SH
Intuitive Surgical New	COM	$688	0.1%	1,730 SH	New
Invesco AI and Next Gen Software ETF	INVESCO EXCHANGE TRADED FD T AI AND NEXT GEN	$3K	0.3%	31,653 SH	New
Invesco High Yield Equity Dividend Achievers ETF	HIG YLD EQ DIV	$230	0.0%Prev: 0.0%	9,920 SH	Increased
Invesco QQQ	UNIT SER 1	$619	0.1%Prev: 0.1%	840 SH	Increased
iShares 0-3 Month Treasury Bond ETF	0-3 MNTH TREASRY	$1K	0.1%Prev: 3.4%	14,246 SH	Decreased-266,358 SH
iShares 3-7 Year Treasury Bond	3-7 YR TR BD ETF	$4K	0.4%Prev: 0.5%	31,887 SH	Decreased-5,578 SH
iShares Core 1-5 Year USD Bond ETF	CORE 1 5 YR USD	$617	0.1%Prev: 0.1%	12,795 SH	Increased+881 SH
iShares Core MSCI EAFE ETF	CORE MSCI EAFE	$76K	7.3%Prev: 3.5%	782,078 SH	Increased+428,606 SH
iShares Core MSCI Emerging Markets	CORE MSCI EMKT	$18K	1.8%Prev: 1.6%	222,377 SH	Increased-3,092 SH
iShares Core S&P Small-Cap ETF	CORE S&P SCP ETF	$53K	5.1%Prev: 4.6%	358,032 SH	Increased+10,329 SH
iShares EAFE Index	MSCI EAFE ETF	$241	0.0%	2,320 SH	New
iShares Future AI & Tech ETF	FUTURE AI & TECH	$3K	0.3%	43,052 SH	New
iShares High Yield Systematic Bond ETF	HIGH YLD SYSTM B	$286	0.0%Prev: 0.0%	6,124 SH	Decreased-17 SH
iShares iBonds Dec 2026 Term Treasury ETF	IBONDS 26 TRM TS	$354	0.0%	15,457 SH	New
iShares iBonds Dec 2027 Term Treasury ETF	IBONDS 27 TRM TS	$353	0.0%	15,782 SH	New
iShares iBonds Dec 2028 Term Treasury ETF	IBONDS 28 TRM TS	$350	0.0%	15,830 SH	New
iShares iBonds Dec 2029 Term Treasury ETF	IBONDS 29 TRM TS	$301	0.0%	13,900 SH	New
iShares iBonds Dec 2030 Term Treasury ETF	IBOND DEC 2030	$300	0.0%	15,330 SH	New
iShares Mstar Large Core	LRGE CORE INDX	$283	0.0%Prev: 0.0%	2,728 SH	Increased-524 SH
iShares National AMT-Free Muni Bond	NATIONAL MUN ETF	$5K	0.5%Prev: 0.5%	50,151 SH	Increased+7,718 SH
iShares Russell 1000 Growth	RUS 1000 GRW ETF	$7K	0.7%Prev: 0.7%	56,904 SH	Increased+42,683 SH
iShares Russell 1000 Index	RUSSELL 1000	$33K	3.2%Prev: 3.3%	80,310 SH	Increased+228 SH
iShares Russell 1000 Value	RUSSELL1000VAL	$2K	0.2%Prev: 0.2%	7,092 SH	Increased-81 SH
iShares Russell 2000 Idx	RUSSELL 2000 ETF	$3K	0.3%Prev: 0.2%	8,978 SH	Increased-684 SH
iShares Russell 2000 Value Idx	RUSL 2000 VALU	$1K	0.1%Prev: 0.1%	4,694 SH	Increased-24 SH
iShares Russell Midcap	RUS MID-CAP ETF	$287	0.0%	2,605 SH	New
iShares S&P 100 ETF	S&P 100 ETF	$3K	0.3%Prev: 0.2%	7,307 SH	Increased+650 SH
iShares S&P 500 Index	S&P 500 INDEX	$3K	0.3%Prev: 0.3%	3,908 SH	Increased-153 SH
iShares S&P Midcap 400	CORE S&P MCP ETF	$743	0.1%Prev: 0.1%	9,632 SH	Increased-270 SH
iShares Short-Term National Muni Bond ETF	SHRT NAT MUN ETF	$6K	0.6%Prev: 0.9%	58,077 SH	Decreased-9,286 SH
iShares Trust - iShares 0-5 Year TIPS	0-5 YR TIPS ETF	$30K	2.9%	292,799 SH	New
Johnson & Johnson	COM	$1K	0.1%Prev: 0.1%	4,315 SH	Increased-1,701 SH
JPMorgan Chase & Co	COM	$736	0.1%Prev: 0.1%	2,248 SH	Decreased-637 SH
Kroger Corp	COM	$274	0.0%Prev: 0.0%	4,940 SH	Decreased+33 SH
Lilly Eli & Co	COM	$711	0.1%Prev: 0.1%	593 SH	Decreased-586 SH
Mastercard Inc	COM	$340	0.0%Prev: 0.0%	662 SH	Increased+222 SH
Matador Resources Co	COM	$288	0.0%Prev: 0.0%	5,778 SH	Increased+86 SH
McDonalds Corp	COM	$265	0.0%Prev: 0.1%	979 SH	Decreased-1,011 SH
Meta Platforms Inc	COM	$1K	0.1%Prev: 0.2%	2,076 SH	Decreased+71 SH
Microsoft	COM	$1K	0.1%Prev: 0.2%	3,610 SH	Decreased+139 SH
Mondelez Intl Inc Cl A	COM	$218	0.0%Prev: 0.1%	3,771 SH	Decreased-3,706 SH
Netlist, Inc.	COM	$60	0.0%Prev: 0.0%	19,500 SH	Increased
Nextera Energy Inc	COM	$339	0.0%Prev: 0.1%	3,866 SH	Decreased-2,387 SH
Nvidia Corp	COM	$2K	0.2%Prev: 0.2%	11,026 SH	Increased+3,057 SH
NW Biotherapeutics	COM	$11	0.0%Prev: 0.0%	60,150 SH	Decreased
Otter Tail Corp	COM	$474	0.0%Prev: 0.0%	5,266 SH	Increased
Philip Morris Intl Inc	COM	$266	0.0%	1,471 SH	New
PIMCO Commodity Strategy Active Exchange-Traded Fu	COMMODITY STRAT	$267	0.0%	8,690 SH	New
PNC Financial Services	COM	$536	0.1%Prev: 0.0%	2,177 SH	Increased+582 SH
PPL Corporation	COM	$215	0.0%Prev: 0.0%	5,911 SH	Decreased-719 SH
Procter & Gamble	COM	$16K	1.6%Prev: 2.3%	109,896 SH	Decreased-8,941 SH
Raytheon Technologies Co	COM	$306	0.0%	1,615 SH	New
Schwab Emerging Market ETF	EMRG MKTEQ ETF	$2K	0.2%Prev: 0.2%	47,450 SH	Increased-2,457 SH
Schwab Fundamental International Large Cap	SCHWB FDT INT LG	$27K	2.6%Prev: 2.6%	506,615 SH	Increased-29,861 SH
Schwab Fundamental US Small Cap ETF	SCHWAB FDT US SC	$571	0.1%Prev: 0.1%	14,990 SH	Increased-2,184 SH
Schwab International Equity ETF	INTL EQTY ETF	$20K	2.0%Prev: 6.6%	734,893 SH	Decreased-1,775,863 SH
Schwab U.S. Broad Market ETF	US BRD MKT ETF	$4K	0.4%Prev: 0.5%	149,617 SH	Increased-13,585 SH
Schwab U.S. Small Cap ETF	US SML CAP ETF	$7K	0.6%Prev: 0.5%	181,849 SH	Increased+1,548 SH
Schwab US Large Cap ETF	US LRG CAP ETF	$595	0.1%Prev: 0.0%	20,209 SH	Increased+7,345 SH
Sellas Life Sciences Gro	COM	$6K	0.6%Prev: 0.1%	385,604 SH	Increased+145,604 SH
Sempra Energy	COM	$249	0.0%Prev: 0.0%	2,686 SH	Decreased-648 SH
Service Corp Int'l, Inc.	COM	$3K	0.3%Prev: 0.7%	45,570 SH	Decreased-25,084 SH
SPDR Developed World ex-US ETF	PORTFOLIO DEVLPD	$3K	0.3%Prev: 0.3%	56,850 SH	Increased+787 SH
SPDR Gold Trust	GOLD SHS	$395	0.0%Prev: 0.0%	1,073 SH	Decreased-225 SH
SPDR Portfolio S&P 500 ETF	PORTFOLIO S&P500	$355	0.0%Prev: 0.0%	4,035 SH	Increased-228 SH
SPDR S&P 500 ETF	TR UNIT	$575	0.1%Prev: 0.1%	769 SH	Decreased-174 SH
SPDR S&P 600 Small Cap Value	S&P 600 SMCP VAL	$2K	0.2%Prev: 0.2%	18,191 SH	Increased-911 SH
Starbucks Corp	COM	$289	0.0%Prev: 0.0%	2,829 SH	Increased-238 SH
Taiwan Semiconductr	COM	$599	0.1%	1,255 SH	New
Targa Res Corp	COM	$231	0.0%	860 SH	New
Te Connectivity Plc	ORD SHS	$276	0.0%	1,371 SH	New
Travelers Co	COM	$424	0.0%Prev: 0.1%	1,283 SH	Decreased-760 SH
Unitedhealth Group	COM	$666	0.1%Prev: 0.0%	1,603 SH	Increased+699 SH
Vanguard Core Tax-Exempt Bond ETF	CORE TAX EXEMPT	$19K	1.8%Prev: 1.3%	248,789 SH	Increased+99,277 SH
Vanguard Dividend Appreciation	DIV APP ETF	$3K	0.3%Prev: 0.3%	11,662 SH	Decreased-2,193 SH
Vanguard Emerging Market	FTSE EMR MKT ETF	$6K	0.6%Prev: 0.6%	102,224 SH	Increased+5,450 SH
Vanguard Energy ETF	ENERGY ETF	$313	0.0%Prev: 0.0%	2,086 SH	Increased+16 SH
Vanguard FTSE All-World ex-US Sm-Cp ETF	FTSE SMCAP ETF	$433	0.0%Prev: 0.1%	2,807 SH	Decreased-1,639 SH
Vanguard FTSE Developed Markets ETF	FTSE DEV MKT ETF	$13K	1.2%Prev: 1.3%	179,155 SH	Increased-12,038 SH
Vanguard High Dividend Yield Index Fund	HIGH DIV YLD	$34K	3.3%Prev: 3.4%	215,320 SH	Increased+3,362 SH
Vanguard Information Technology ETF	INF TECH ETF	$278	0.0%	2,328 SH	New
Vanguard Intermediate-Term Treasury Index	INTER TERM TREAS	$53K	5.2%Prev: 5.3%	906,409 SH	Increased+165,867 SH
Vanguard Large Cap Value ETF	VALUE ETF	$6K	0.6%Prev: 0.6%	27,113 SH	Increased-1,316 SH
Vanguard Large-Cap Index ETF	LARGE CAP ETF	$951	0.1%Prev: 0.1%	2,764 SH	Increased-94 SH
Vanguard Mid Cap ETF	MID CAP ETF	$500	0.0%Prev: 0.1%	6,203 SH	Increased+4,600 SH
Vanguard Real Estate Index	REIT ETF	$485	0.0%Prev: 0.1%	5,027 SH	Decreased-1,010 SH
Vanguard Russell 1000 ETF	VNG RUS1000IDX	$21K	2.1%Prev: 2.1%	62,628 SH	Increased-97 SH
Vanguard Russell 1000 Growth ETF	VNG RUS1000GRW	$540	0.1%Prev: 0.2%	4,226 SH	Decreased-10,482 SH
Vanguard S&P 500 ETF	S&P 500 ETF SHS	$176K	17.0%Prev: 18.1%	256,180 SH	Increased-10,302 SH
Vanguard Short Duration Tax-Exempt Bond ETF	SHORT TAX EXEMPT	$11K	1.1%Prev: 0.7%	148,913 SH	Increased+74,486 SH
Vanguard Short Term Bond Index	SHORT TRM BOND	$864	0.1%Prev: 0.1%	11,095 SH	Decreased
Vanguard Short-Term Corp Bond ETF	SHRT-TERM CORP	$220	0.0%	2,787 SH	New
Vanguard Short-Term Treasury Index	SHORT TERM TREAS	$34K	3.3%Prev: 3.7%	589,059 SH	Increased+69,170 SH
Vanguard Small-Cap Growth ETF	SML CP GRW ETF	$2K	0.1%Prev: 0.2%	4,152 SH	Increased-613 SH
Vanguard Total Stock Market ETF	TOTAL STK MKT	$579	0.1%Prev: 0.1%	1,566 SH	Increased-29 SH
Vanguard US Multifactor	US MULTIFACTOR	$19K	1.8%Prev: 1.7%	107,138 SH	Increased+1,823 SH
VICI Properties Inc.	COM	$207	0.0%	7,785 SH	New
Visa Inc	COM	$219	0.0%	637 SH	New
Wal Mart Stores Inc	COM	$304	0.0%Prev: 0.0%	2,685 SH	Increased+96 SH
Williams Companies	COM	$508	0.0%Prev: 0.1%	6,837 SH	Decreased-2,996 SH
Wisconsin Energy	COM	$245	0.0%	2,096 SH	New

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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