§ 13F · FUND PROFILE
Opulen Financial Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $122M (13F)Positions · 100Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | 566K | $17M | 12.2% | +4% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 23K | $15M | 10.7% | ±0% |
| 3 | IQLT | ISHARES TR | 186K | $9M | 6.0% | −1% |
| 4 | IVV | ISHARES TR | 9K | $6M | 4.0% | +11% |
| 5 | AMZN | AMAZON COM INC | 21K | $4M | 3.1% | −4% |
| 6 | VXF | VANGUARD INDEX FDS | 20K | $4M | 3.0% | +1% |
| 7 | VOO | VANGUARD INDEX FDS | 7K | $4M | 2.8% | +3% |
| 8 | BSCU | INVESCO EXCH TRD SLF IDX FD | 207K | $3M | 2.4% | +11% |
| 9 | BSCT | INVESCO EXCH TRD SLF IDX FD | 174K | $3M | 2.3% | +8% |
| 10 | BSCV | INVESCO EXCH TRD SLF IDX FD | 186K | $3M | 2.2% | +11% |
§ 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 $122 million in assets. The fund runs a portfolio of 100 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed