StockDriftsStockDriftsTop 50 Opulen Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 11.32% | 567.8K | $18.0M | +0.40%(+2.24K) | $27.77(+23.45%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 11.16% | 23.8K | $17.7M | +1.12%(+264) | $584.31(+32.38%) | 2026-06-30 | |
| IQLT | ISHARES TR | 5.86% | 188.1K | $9.3M | +1.19%(+2.21K) | $39.44(+31.51%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.08% | 8.7K | $6.5M | +0.22%(+19) | $599.55(+29.66%) | 2026-06-30 | |
| VXF | VANGUARD INDEX FDS | 3.2% | 20.7K | $5.1M | +0.90%(+184) | $186.54(+32.48%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.84% | 6.6K | $4.5M | -1.41%(-94) | $540.06(+31.66%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.69% | 17.9K | $4.3M | -15.82%(-3.37K) | $202.86(+35.54%) | 2026-06-30 | |
| BSCU | INVESCO EXCH TRD SLF IDX FD | 2.19% | 209.4K | $3.5M | +1.41%(+2.90K) | $16.70(-0.81%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 2.15% | 14.1K | $3.4M | +1.93%(+266) | $199.96(+25.10%) | 2026-06-30 | |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 2.04% | 175.0K | $3.3M | +0.64%(+1.12K) | $18.61(-0.35%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +19.13% |
| Top 20 Holdings Unweighted | — | — | — | — | +17.38% |
Opulen Financial Group LLC reports $158.99M in US-listed equity holdings across 116 positions in its most recent 13F filing. Its largest disclosed positions are SCHD (11.3%), SPY (11.2%) and IQLT (5.9%). The top 20 holdings account for 63.82% of reported assets. Its disclosed equity book has returned +19.13% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Opulen Financial Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2055099). View Opulen Financial Group LLC’s 13F filings on SEC