Notify me when Opus Capital Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 134 | $923,152,000 | +$29,774,605 | -$12,594,940 | +$17,179,665 | VOO, IEFA, VGIT, IJR, AVLV | 13F-HR | 30 Jan 2026, 09:06 |
| Q3 2025 | 134 | $889,743,000 | +$54,158,278 | -$46,626,414 | +$7,531,864 | VOO, IEFA, VGIT, IJR, AVLV | 13F-HR | 31 Oct 2025, 09:42 |
| Q2 2025 | 124 | $835,157,000 | +$32,637,618 | -$23,758,695 | +$8,878,923 | VOO, SCHF, VGIT, IJR, AVLV | 13F-HR | 31 Jul 2025, 09:10 |
| Q1 2025 | 122 | $776,900,000 | +$15,250,324 | -$20,639,856 | -$5,389,532 | VOO, SCHF, VGIT, IJR, VGSH | 13F-HR | 30 Apr 2025, 09:49 |
| Q4 2024 | 117 | $787,365,000 | +$50,804,763 | -$18,002,745 | +$32,802,018 | VOO, SCHF, VGIT, IJR, VGSH | 13F-HR | 31 Jan 2025, 08:50 |
| Q3 2024 | 121 | $800,138,000 | +$79,986,720 | -$19,986,248 | +$60,000,472 | VOO, SCHF, VGIT, IJR, VGSH | 13F-HR | 31 Oct 2024, 08:42 |
| Q2 2024 | 117 | $701,440,000 | +$19,724,361 | -$3,523,239 | +$16,201,122 | VOO, SCHF, IJR, VGIT, VYM | 13F-HR | 31 Jul 2024, 09:11 |
| Q1 2024 | 121 | $684,787,000 | +$45,832,692 | -$13,964,918 | +$31,867,774 | VOO, SCHF, IJR, VGIT, VYM | 13F-HR | 26 Apr 2024, 11:44 |
| Q4 2023 | 120 | $615,348,000 | +$15,330,704 | -$13,394,683 | +$1,936,021 | VOO, SCHF, IJR, VYM, VGIT | 13F-HR | 31 Jan 2024, 08:41 |
| Q3 2023 | 114 | $563,909,000 | +$13,383,458 | -$9,653,234 | +$3,730,224 | VOO, SCHF, VGIT, IJR, VYM | 13F-HR | 31 Oct 2023, 08:51 |
| Q2 2023 | 121 | $577,718,000 | +$35,423,799 | -$20,512,984 | +$14,910,815 | VOO, SCHF, IJR, VGIT, VYM | 13F-HR | 31 Jul 2023, 14:34 |
| Q1 2023 | 120 | $545,712,000 | +$26,506,011 | -$17,129,917 | +$9,376,094 | VOO, SCHF, IJR, VYM, VGIT | 13F-HR | 24 Apr 2023, 13:45 |
| Q4 2022 | 116 | $515,954,000 | +$77,861,654 | -$66,907,508 | +$10,954,146 | VOO, SCHF, IJR, VYM, VGIT | 13F-HR | 18 Jan 2023, 15:02 |
| Q3 2022 | 106 | $461,535,000 | +$21,766,066 | -$19,628,105 | +$2,137,961 | VOO, IJR, SCHF, VYM, BND | 13F-HR | 31 Oct 2022, 09:22 |
| Q2 2022 | 110 | $492,881,000 | +$59,147,709 | -$15,429,568 | +$43,718,141 | VOO, SCHF, IJR, BND, VYM | 13F-HR | 29 Jul 2022, 08:19 |
| Q1 2022 | 109 | $512,616,000 | +$77,383,353 | -$23,669,208 | +$53,714,145 | VOO, SCHF, IJR, BND, VYM | 13F-HR | 25 Apr 2022, 14:17 |
| Q4 2021 | 105 | $483,629,000 | +$21,626,251 | -$3,947,390 | +$17,678,861 | VOO, BND, SCHF, IJR, IWB | 13F-HR | 31 Jan 2022, 10:42 |
| Q3 2021 | 99 | $441,411,000 | +$22,721,126 | -$17,504,295 | +$5,216,831 | VOO, BND, SCHF, IJR, BSV | 13F-HR | 29 Oct 2021, 09:24 |
| Q2 2021 | 125 | $440,586,000 | +$18,518,293 | -$12,341,360 | +$6,176,933 | VOO, BND, SCHF, IJR, BSV | 13F-HR | 29 Jul 2021, 10:50 |
| Q1 2021 | 127 | $416,410,000 | +$18,644,033 | -$17,592,374 | +$1,051,659 | VOO, BND, IJR, SCHF, BSV | 13F-HR | 28 Apr 2021, 13:49 |
| Q4 2020 | 127 | $393,470,000 | +$21,389,632 | -$8,586,872 | +$12,802,760 | VOO, BND, BSV, SCHF, IJR | 13F-HR | 29 Jan 2021, 09:19 |
| Q3 2020 | 117 | $342,271,000 | +$14,704,593 | -$14,155,753 | +$548,840 | VOO, BND, BSV, SCHF, IJR | 13F-HR | 30 Oct 2020, 09:55 |
| Q2 2020 | 113 | $326,688,000 | +$34,579,371 | -$27,950,881 | +$6,628,490 | VOO, BND, BSV, SCHF, VYM | 13F-HR | 31 Jul 2020, 14:51 |
| Q1 2020 | 104 | $282,667,000 | +$32,097,877 | -$30,024,814 | +$2,073,063 | VOO, BND, SHV, VYM, SCHF | 13F-HR | 30 Apr 2020, 10:22 |
| Q4 2019 | 162 | $339,913,000 | +$25,217,303 | -$25,370,935 | -$153,632 | VOO, BND, VYM, SCHF, SHV | 13F-HR | 31 Jan 2020, 13:44 |
| Q3 2019 | 145 | $324,834,000 | +$19,713,781 | -$33,101,344 | -$13,387,563 | VOO, BND, VCSH, VYM, SCHF | 13F-HR | 04 Nov 2019, 16:52 |
| Q2 2019 | 166 | $333,647,000 | +$34,416,555 | -$85,004,310 | -$50,587,755 | VOO, VCSH, BND, VYM, SCHF | 13F-HR | 08 Aug 2019, 12:42 |
| Q1 2019 | 215 | $374,815,000 | +$20,650,654 | -$173,845,741 | -$153,195,087 | VCSH, VOO, BND, VYM, SCHF | 13F-HR | 30 Apr 2019, 07:59 |
| Q4 2018 | 217 | $480,037,000 | +$122,102,556 | -$37,425,899 | +$84,676,657 | VOO, VYM, VCSH, BND, SCHF | 13F-HR | 07 Feb 2019, 09:39 |
| Q3 2018 | 226 | $445,027,000 | +$68,373,752 | -$47,915,831 | +$20,457,921 | VOO, VYM, VCSH, SCHF, BND | 13F-HR | 06 Nov 2018, 10:10 |
| Q2 2018 | 221 | $408,959,000 | +$40,909,312 | -$41,789,185 | -$879,873 | VYM, VOO, VCSH, SCHF, BND | 13F-HR | 10 Aug 2018, 10:05 |
| Q1 2018 | 230 | $398,228,000 | +$42,464,589 | -$88,911,525 | -$46,446,936 | VYM, VOO, VCSH, SCHF, BND | 13F-HR | 04 May 2018, 09:48 |
| Q4 2017 | 238 | $455,100,000 | +$76,475,582 | -$67,839,785 | +$8,635,797 | VYM, VOO, VCSH, BND, SCHF | 13F-HR | 02 Feb 2018, 14:49 |
| Q3 2017 | 229 | $439,696,000 | +$70,328,870 | -$159,519,672 | -$89,190,802 | VYM, VOO, VCSH, PG, DES | 13F-HR | 07 Nov 2017, 09:29 |
| Q2 2017 | 221 | $510,250,000 | +$78,031,172 | -$329,047,070 | -$251,015,898 | VYM, VOO, VCSH, BND, DES | 13F-HR | 04 Aug 2017, 08:38 |
| Q1 2017 | 252 | $751,525,000 | +$196,619,143 | -$122,475,945 | +$74,143,198 | VYM, VOO, PG, DES, BND | 13F-HR | 05 May 2017, 10:59 |
| Q4 2016 | 238 | $669,859,000 | +$221,224,170 | -$77,156,762 | +$144,067,408 | VYM, VOO, PG, DES, ESGR | 13F-HR | 07 Feb 2017, 09:24 |
| Q3 2016 | 197 | $484,263,000 | +$105,775,000 | -$90,052,997 | +$15,722,003 | VYM, VOO, PG, DES, BND | 13F-HR | 07 Nov 2016, 14:33 |
| Q2 2016 | 184 | $450,096,000 | +$85,662,055 | -$99,564,166 | -$13,902,111 | VYM, PG, VOO, DES, BND | 13F-HR | 05 Aug 2016, 09:21 |
| Q1 2016 | 187 | $453,305,000 | +$75,913,946 | -$229,237,872 | -$153,323,926 | VYM, PG, VOO, DES, BND | 13F-HR | 05 May 2016, 15:38 |
| Q4 2015 | 254 | $592,121,000 | +$87,276,722 | -$100,990,914 | -$13,714,192 | VYM, CSGS, LG, PG, VOO | 13F-HR | 08 Feb 2016, 09:22 |
| Q3 2015 | 246 | $592,090,000 | +$131,591,142 | -$144,457,458 | -$12,866,316 | VYM, RUTH, LG, CSGS, PG | 13F-HR | 06 Nov 2015, 09:17 |
| Q2 2015 | 216 | $639,126,000 | +$117,314,176 | -$109,486,093 | +$7,828,083 | VYM, CUBI, CSGS, LG, PG | 13F-HR | 05 Aug 2015, 17:13 |
| Q1 2015 | 220 | $631,784,000 | +$73,145,910 | -$149,472,908 | -$76,326,998 | VYM, PG, CUBI, CSGS, LG | 13F-HR | 07 May 2015, 09:21 |
| Q4 2014 | 220 | $689,228,000 | +$85,404,889 | -$184,694,084 | -$99,289,195 | LHO, LG, PG, VYM, CSGS | 13F-HR | 05 Feb 2015, 14:20 |
| Q3 2014 | 232 | $727,091,000 | +$160,371,659 | -$793,232,692 | -$632,861,033 | LHO, LG, CSGS, PG, TCAP | 13F-HR | 10 Nov 2014, 09:37 |
| Q2 2014 | 228 | $1,439,712,000 | +$193,161,322 | -$189,357,968 | +$3,803,354 | LHO, CR, NTGR, MTRN, PG | 13F-HR | 12 Aug 2014, 17:30 |
| Q1 2014 | 197 | $1,405,084,000 | +$270,099,789 | -$684,258,599 | -$414,158,810 | LHO, CR, PDS, MTRN, TWI | 13F-HR | 30 Apr 2014, 13:10 |
| Q4 2013 | 189 | $1,811,022,000 | $0 | $0 | $0 | LHO, MTRN, AHL, PDS, NTGR | 13F-HR | 31 Jan 2014, 11:51 |