DOSSIER · 13F-HR · Q2 2026

Opulen Financial Group LLC

$159M in tracked AUM across 117 positions as of Q2 2026.

OF
CIK 0002055099 · last filed Jun 30, 2026
Total AUM
$159M
as of Q2 2026
Holdings
117
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Opulen Financial Group LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHD
SCHWAB STRATEGIC TR
$18M568K11.3%
02
SPY
STATE STR SPDR S&P 500 ETF T
$18M24K11.2%
03
IQLT
ISHARES TR
$9M188K5.9%
04
IVV
ISHARES TR
$6M9K4.1%
05
VXF
VANGUARD INDEX FDS
$5M21K3.2%
06
VOO
VANGUARD INDEX FDS
$5M7K2.8%
07
AMZN
AMAZON COM INC
$4M18K2.7%
08
BSCU
INVESCO EXCH TRD SLF IDX FD
$3M209K2.2%
09
VBR
VANGUARD INDEX FDS
$3M14K2.2%
10
BSCT
INVESCO EXCH TRD SLF IDX FD
$3M175K2.0%

Filing history

2026Q2Jun 30
$159M 11.9%
117 positionsView →
2026Q1Mar 31
$142M 3.5%
115 positionsView →
2025Q4Dec 31
$137M 86.1%
109 positionsView →
2025Q3Sep 30
$74M 10.0%
68 positionsView →
2025Q2Jun 30
$67M 11.1%
64 positionsLocked
2025Q1Mar 31
$60M 45.1%
59 positionsLocked
2024Q4Dec 31
$110M
87 positionsLocked