Opus Capital Group, LLC

Institutional manager·CIK 0001330325

Annual return '25

+10.7%

SPY '25

+17.7%

Alpha

-7.0ptsvs SPY

Invested

$930K

Holdings

133

Trades YTD

0

Performance · Fund vs SPY

Cumulative return · quarterly snapshots

Coverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.

Top holdings · current snapshot

Source: 13F-HR

Carry-forward filing. Latest filing (2025-12-31) contained only unmappable securities. Holdings shown are carried forward from Q3 2025.

Vanguard S&P 500 ETF

Q3 2025: Sold 0.8% (266.5k → 264.2k shares)

iShares Core MSCI EAFE ETF

Q3 2025: Increased +125.0% (353.5k → 795.4k shares)

Vanguard Intermediate-Term Treasury Index

Q3 2025: Increased +4.4% (740.5k → 773.4k shares)

iShares Core S&P Small-Cap ETF

Q3 2025: Increased +1.4% (347.7k → 352.5k shares)

Avantis US Large Cap Value ETF

Q1 2025: Sold 0.9% (494.4k → 490.1k shares)

Vanguard Short-Term Treasury Index

Q3 2025: Increased +5.1% (519.9k → 546.5k shares)

Alpha Architect 1-3 Month Box ETF

Q3 2025: Increased +8.7% (183.2k → 199.2k shares)

Dimensional Core Fixed

Q3 2025: Increased +2.6% (680.0k → 698.0k shares)

Vanguard High Dividend Yield Index Fund

Q3 2025: Sold 0.9% (212.0k → 210.1k shares)

Avantis International Small Cap Value ETF

Q2 2025: Sold 1.9% (346.5k → 340.1k shares)

See all 133 holdings · Pro →

Recent trades · Last 90 days

No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.

Convergence · Pattern Engine ships in v1.1

30-day window

In development

Convergence participation lands with the Pattern Engine.

Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.

Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:36 UTC.