Opus Capital Group, LLC

RIA/Wealth

Opus Capital Group, LLC is a RIA/Wealth based in Cincinnati, OH led by Joseph Patrick Condren, reporting $1.2B in AUM as of Q3 2025 with 94% ETF concentration, 58% concentrated in top 10 holdings, 19% allocation to VOO, and minimal technology exposure.

COOJoseph Patrick Condren

Portfolio Value: $866.0M
Positions: 124
Top Holding: VOO at 18.68%
Last Reported: Q3 2025

Address221 East 4th Street, Suite 2850, Cincinnati, OH, 45202, United States

Top Holdings

Largest long holdings in Opus Capital Group, LLC's portfolio (58.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard S&P 500 ETF VOO	ETF ETF	$161.8M	18.68%	-$1.4M Sold	— 264.2K shares	Q4 2013 Held for 11y 11m
2 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$69.4M	8.02%	+$38.6M Bought	— 795.4K shares	Q1 2015 Held for 10y 8m
3 Vanguard Intermediate-Term Treasury VGIT	ETF ETF	$46.4M	5.36%	+$2.0M Bought	— 773.4K shares	Q4 2022 Held for 2y 11m
4 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$41.9M	4.84%	+$566.9K Bought	— 352.5K shares	Q4 2013 Held for 11y 11m
5 AVLV Avantis U.S. Large Cap Value AVLV	ETF ETF	$35.2M	4.07%	-$8.5K Sold	— 487.7K shares	Q4 2022 Held for 2y 11m
6 Vanguard Short-Term Treasury VGSH	ETF ETF	$32.2M	3.71%	+$1.6M Bought	— 546.5K shares	Q4 2022 Held for 2y 11m
7 Avantis International Small Cap Value AVDV	ETF ETF	$30.3M	3.50%	-$9.2K Sold	— 340.0K shares	Q2 2021 Held for 4y 5m
8 DFCF Dimensional Core Fixed Income DFCF	ETF ETF	$29.8M	3.45%	+$768.7K Bought	— 698.0K shares	Q3 2024 Held for 1y 2m
9 iShares 0-3 Month Treasury Bond SGOV	ETF ETF	$29.8M	3.44%	+$1.6M Bought	— 296.1K shares	Q4 2023 Held for 1y 11m
10 Vanguard High Dividend Yield VYM	ETF ETF	$29.6M	3.42%	-$256.0K Sold	— 210.1K shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Opus Capital Group, LLC's latest filing

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Market Value

$866.0M

Prior: $814.6M

Q/Q Change

+6.32%

+$51.5M

Net Flows % of MV

+0.533%

Turnover Ratio

5.65%

New Purchases

11 stocks

$3.0M

Added To

41 stocks

+$48.1M

Sold Out Of

3 stocks

$812.3K

Reduced Holdings

54 stocks

-$45.6M

Increased Positions

Position	Shares Δ	Change
1 iShares iBonds Dec 2027 Term Treasury IBTH	New	0 → 14.5K +$325.4K
2 iShares iBonds Dec 2026 Term Treasury IBTG	New	0 → 14.2K +$324.7K
3 IBTI iShares iBonds Dec 2028 Term Treasury IBTI	New	0 → 14.5K +$324.6K
4 VICI Properties Inc. VICI	New	0 → 9.4K +$306.7K
5 IBTJ iShares iBonds Dec 2029 Term Treasury IBTJ	New	0 → 12.5K +$274.4K

Decreased Positions

Position	Shares Δ	Change
1 Merck & Co. MRK	Sold	3.6K → 0 −$285.2K
2 Texas Instruments TXN	Sold	1.3K → 0 −$278.0K
3 Air Products and Chemicals APD	Sold	883.0 → 0 −$249.1K
4 Schwab International Equity SCHF	-67.73%	2.5M → 810.2K −$39.6M
5 Hubbell HUBB	-27.47%	910.0 → 660.0 −$107.6K