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CIK: 0002055099
Total reported value
$159.0M
$159.0M
114 檔
32.3%
In Q1 2026, Opulen Financial Group LLC's U.S. equity holdings reached a combined market value of $159.0M, distributed across 114 disclosed stock positions.
In Q1 2026, Opulen Financial Group LLC displayed an active expansion posture, initiating 9 new positions and adding to 77 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 12.21% | -0.89% | +3.93% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 10.75% | +0.41% | +0.46% | |
| 3 | IQLT | Ishares Msci International Q | ETF-Other | 6.05% | -0.19% | -0.93% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.97% | +0.11% | +11.11% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.12% | -0.43% | -4.41% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.97% | +0.23% | +0.97% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.80% | +0.04% | +3.30% | |
| 8 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 2.43% | -0.24% | +11.26% | |
| 9 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 2.28% | -0.24% | +7.69% | |
| 10 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 2.15% | -0.16% | +11.05% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.11% | +0.04% | +0.74% | |
| 12 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 2.08% | -0.21% | +7.85% | |
| 13 | BSCW | Invesco Bulletshares 2032 Cb | ETF-Other | 1.87% | -0.17% | +6.71% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.76% | +0.26% | -2.97% | |
| 15 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.70% | -0.14% | +8.74% | |
| 16 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.65% | -0.18% | +1.32% | |
| 17 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.52% | +0.14% | +0.10% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.32% | +0.07% | -0.11% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.29% | — | +0.38% | |
| 20 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.13% | +0.21% | +63.11% | |
| 21 | BSCX | Invesco Bulletshares 2033 Cb | ETF-Other | 1.08% | -0.06% | +3.99% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | +0.10% | +4.98% | |
| 23 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.99% | -0.03% | +0.44% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.95% | +0.03% | +0.53% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.93% | +0.10% | +6.69% | |
| 26 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.92% | +0.13% | -0.09% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.86% | — | +2.28% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.80% | +0.07% | +11.95% | |
| 29 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.75% | — | +0.13% | |
| 30 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 0.72% | +0.07% | +4.81% | |
| 31 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.68% | -0.08% | -7.39% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.67% | +0.03% | +0.22% | |
| 33 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.66% | +0.02% | — | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.62% | +0.03% | +0.10% | |
| 35 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.59% | +0.01% | -0.66% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | +0.02% | +8.29% | |
| 37 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.58% | +0.04% | +1.25% | |
| 38 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.56% | -0.05% | -1.73% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.56% | +0.05% | -0.36% | |
| 40 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.54% | +0.02% | -0.79% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.54% | — | +4.87% | |
| 42 | BND | Vanguard Total Bond Market | ETF-Other | 0.53% | -0.05% | +3.58% | |
| 43 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.53% | -0.05% | +3.28% | |
| 44 | DFIC | Dimensional International Co | ETF-Other | 0.47% | -0.02% | +1.50% | |
| 45 | CNRG | Ss Spdr S&p Kensho Clp ETF | ETF-Other | 0.46% | -0.02% | -17.91% | |
| 46 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.45% | -0.09% | -15.62% | |
| 47 | VLU | Ss Spdr S&p 1500 Value Tilt | ETF-Other | 0.45% | — | +0.44% | |
| 48 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.43% | +0.02% | +1.66% | |
| 49 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.42% | -0.04% | +1.33% | |
| 50 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.41% | -0.01% | — |
According to official SEC Form 13F filings, Opulen Financial Group LLC reported a total U.S. public equity portfolio value of $159.0M across 114 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHD, SPY, IQLT) accounted for 32.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
DFSU
市值: $933.4K
Top Position Liquidated / Trimmed
HD
前期市值: $233.9K
During Q1 2026, Opulen Financial Group LLC's top holdings by market value included SCHD (12.2%)、SPY (10.8%)、IQLT (6.0%). The largest single position, SCHD, represented 12.2% of total portfolio value.
In Q1 2026, Opulen Financial Group LLC made 111 total portfolio adjustments, initiating 9 new buys, adding to 77 positions, trimming 22 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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