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CIK: 0002055099
Total reported value
$162.9M
$162.9M
116 檔
34.8%
During the Q2 2026 filing period, Opulen Financial Group LLC (CIK: 0002055099) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $162.9M across 116 reported positions.
In Q2 2026, Opulen Financial Group LLC displayed an active expansion posture, initiating 6 new positions and adding to 94 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 | 11.32% | +0.19% | +0.40% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 11.16% | +0.35% | +1.12% | |
| 3 | IQLT | Ishares Msci International Q | ETF-Other | 5.86% | -0.29% | +1.19% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.08% | — | +0.22% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.20% | -0.22% | +0.90% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.84% | -0.04% | -1.41% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.69% | +0.08% | -15.82% | |
| 8 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 2.19% | +0.05% | +1.41% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.15% | -0.20% | +1.93% | |
| 10 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 2.04% | -0.01% | +0.64% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.02% | -0.11% | +0.44% | |
| 12 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 1.99% | +0.03% | +3.79% | |
| 13 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.87% | +0.04% | +1.10% | |
| 14 | BSCW | Invesco Bulletshares 2032 Cb | ETF-Other | 1.70% | +0.10% | +2.19% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.66% | -0.21% | +1.05% | |
| 16 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.56% | +0.07% | +2.40% | |
| 17 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.47% | -0.07% | -0.44% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.39% | -0.11% | +1.85% | |
| 19 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.34% | +0.38% | +22.38% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.29% | -0.05% | +300.08% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.09% | +0.23% | +7.72% | |
| 22 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.05% | -0.02% | +0.05% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.03% | +0.28% | +8.66% | |
| 24 | BSCX | Invesco Bulletshares 2033 Cb | ETF-Other | 1.02% | +0.04% | +6.05% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.98% | -0.08% | +1.49% | |
| 26 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.96% | -0.06% | +0.50% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.87% | — | +6.43% | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.86% | -0.03% | +0.92% | |
| 29 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 0.79% | +0.44% | +6.16% | |
| 30 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.75% | -0.06% | +2.59% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.70% | -0.07% | -1.68% | |
| 32 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.68% | -0.01% | +1.66% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.65% | +0.02% | +500.45% | |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.62% | +0.02% | +0.70% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.61% | -0.02% | +9.64% | |
| 36 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.60% | -0.06% | -1.26% | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.60% | -0.05% | +0.22% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.60% | +0.35% | +14.51% | |
| 39 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.56% | -0.03% | -0.09% | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.54% | -0.02% | +0.41% | |
| 41 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.51% | -0.14% | +0.75% | |
| 42 | BND | Vanguard Total Bond Market | ETF-Other | 0.48% | -0.04% | +2.32% | |
| 43 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.48% | -0.08% | +1.76% | |
| 44 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.48% | -0.02% | +14.57% | |
| 45 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.45% | -0.06% | -4.82% | |
| 46 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 0.45% | +0.03% | +13.07% | |
| 47 | VLU | Ss Spdr S&p 1500 Value Tilt | ETF-Other | 0.45% | -0.01% | +0.40% | |
| 48 | DFIC | Dimensional International Co | ETF-Other | 0.45% | -0.01% | +1.23% | |
| 49 | CNRG | Ss Spdr S&p Kensho Clp ETF | ETF-Other | 0.44% | -0.20% | -13.16% | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.44% | -0.04% | +1.09% |
According to official SEC Form 13F filings, Opulen Financial Group LLC reported a total U.S. public equity portfolio value of $162.9M across 116 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including SCHD, SPY, IQLT) accounted for 34.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
MU
市值: $437.5K
Top Position Liquidated / Trimmed
EMQQ
前期市值: $285.0K
During Q2 2026, Opulen Financial Group LLC's top holdings by market value included SCHD (11.3%)、SPY (11.2%)、IQLT (5.9%). The largest single position, SCHD, represented 11.3% of total portfolio value.
In Q2 2026, Opulen Financial Group LLC made 120 total portfolio adjustments, initiating 6 new buys, adding to 94 positions, trimming 16 holdings, and fully liquidating 4 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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