Opulen Financial Group LLC 13F Holdings · Q2 2026
Opulen Financial Group LLC reported 116 securities worth $158.99M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SCHD (11.32%), SPY (11.16%), IQLT (5.86%). Among its top 25 positions this quarter: 22 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | $18.0M | 11.32% | 567,755 | Added |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $17.7M | 11.16% | 23,752 | Added |
| 3 | IQLT | ISHARES TR | $9.3M | 5.86% | 188,137 | Added |
| 4 | IVV | ISHARES TR | $6.5M | 4.08% | 8,660 | Added |
| 5 | VXF | VANGUARD INDEX FDS | $5.1M | 3.20% | 20,672 | Added |
| 6 | VOO | VANGUARD INDEX FDS | $4.5M | 2.84% | 6,569 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $4.3M | 2.69% | 17,917 | Trimmed |
| 8 | BSCU | INVESCO EXCH TRD SLF IDX FD | $3.5M | 2.19% | 209,440 | Added |
| 9 | VBR | VANGUARD INDEX FDS | $3.4M | 2.15% | 14,072 | Added |
| 10 | BSCT | INVESCO EXCH TRD SLF IDX FD | $3.3M | 2.04% | 174,990 | Added |
| 11 | QQQ | INVESCO QQQ TR | $3.2M | 2.02% | 4,361 | Added |
| 12 | BSCV | INVESCO EXCH TRD SLF IDX FD | $3.2M | 1.99% | 193,037 | Added |
| 13 | BSCS | INVESCO EXCH TRD SLF IDX FD | $3.0M | 1.87% | 146,217 | Added |
| 14 | BSCW | INVESCO EXCH TRD SLF IDX FD | $2.7M | 1.70% | 131,647 | Added |
| 15 | VBK | VANGUARD INDEX FDS | $2.6M | 1.66% | 7,225 | Added |
| 16 | BSCR | INVESCO EXCH TRD SLF IDX FD | $2.5M | 1.56% | 126,283 | Added |
| 17 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $2.3M | 1.47% | 119,793 | Trimmed |
| 18 | VB | VANGUARD INDEX FDS | $2.2M | 1.39% | 7,279 | Added |
| 19 | DFAX | DIMENSIONAL ETF TRUST | $2.1M | 1.34% | 57,772 | Added |
| 20 | VO | VANGUARD INDEX FDS | $2.1M | 1.29% | 25,513 | Added |
| 21 | NVDA | NVIDIA CORPORATION | $1.7M | 1.09% | 8,690 | Added |
| 22 | QQQM | INVESCO EXCH TRADED FD TR II | $1.7M | 1.05% | 5,517 | Added |
| 23 | AAPL | APPLE INC | $1.6M | 1.03% | 5,633 | Added |
| 24 | BSCX | INVESCO EXCH TRD SLF IDX FD | $1.6M | 1.02% | 77,239 | Added |
| 25 | QUAL | ISHARES TR | $1.6M | 0.98% | 7,136 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR