§ 13F · FUND PROFILE
Opulen Financial Group LLC.
AUM · $159M (13F)Positions · 117Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | 568K | $18M | 11.3% | ±0% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 24K | $18M | 11.2% | +1% |
| 3 | IQLT | ISHARES TR | 188K | $9M | 5.9% | +1% |
| 4 | IVV | ISHARES TR | 9K | $6M | 4.1% | ±0% |
| 5 | VXF | VANGUARD INDEX FDS | 21K | $5M | 3.2% | +1% |
| 6 | VOO | VANGUARD INDEX FDS | 7K | $5M | 2.8% | −1% |
| 7 | AMZN | AMAZON COM INC | 18K | $4M | 2.7% | −16% |
| 8 | BSCU | INVESCO EXCH TRD SLF IDX FD | 209K | $3M | 2.2% | +1% |
| 9 | VBR | VANGUARD INDEX FDS | 14K | $3M | 2.2% | +2% |
| 10 | BSCT | INVESCO EXCH TRD SLF IDX FD | 175K | $3M | 2.0% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OPULEN SIGNAL
AC read
Opulen Financial Group LLC is a Other fund managing $159 million in assets. The fund runs a portfolio of 117 positions.
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