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Joseph P Condren

Opus Capital Group, Llc

Assets Managed
$929.809M
Holdings
139
Last Quarter
2026 - Q1
Filed Date
26d ago
Growth Rate
0.73%(2Q avg: 2.24%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Opus Capital Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 139 positions.

Assets under management

The assets under management (AUM) of Opus Capital Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 929.809M in assets, with a quarterly growth rate of 0.73% and a 2-quarter average growth rate of 2.24%. The portfolio is managed by Joseph P Condren, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -0.68%
16.54%
$153.739M
257,282 shares@ $597.56 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -2.49%
7.6%
$70.654M
780,448 shares@ $90.54 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 4.97%
5.43%
$50.436M
846,952 shares@ $59.56 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -0.29%
4.78%
$44.427M
357,393 shares@ $124.31 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Increased 1.05%
4.32%
$40.108M
497,560 shares@ $80.61 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 1.51%
3.69%
$34.309M
586,072 shares@ $58.55 avg price
BOXX
Alpha Architect 1-3 Mnth Box
Recent Activity
Increased 7.02%
3.56%
$33.057M
284,266 shares@ $116.29 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 3.76%
3.48%
$32.285M
764,694 shares@ $42.22 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 0.66%
3.39%
$31.449M
212,349 shares@ $148.11 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Decreased -8.29%
3.37%
$31.28M
313,238 shares@ $99.87 avg price

1-10 of 139