account_balance
Investment manager · 13F filer · SEC CIK 2055099
Opulen Financial Group LLC
Reported value$163Mas of Sep 30, 2026
Positions116 3 new, 3 sold out
Top 10 weight47.5%SPY alone is 12%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
11.5%Added +4%
SCHDSchwab Strategic Tr
11.5%
IQLTiShares Tr
5.6%Trimmed −2%
IVViShares Tr
4.1%
VXFVanguard Index FDS
3.0%
VOOVanguard Index FDS
2.8%
AMZNAmazon.com Inc
2.8%
BSCUInvesco Exch TRD SLF Idx Fd
2.2%Added +8%
BSCTInvesco Exch TRD SLF Idx Fd
2.0%
BSCVInvesco Exch TRD SLF Idx Fd
2.0%
VBRVanguard Index FDS
1.9%
QQQInvesco QQQ Tr
1.9%
SPYSPDR S&P 500 ETF Trust
11.5%Added +4%
SCHDSchwab Strategic Tr
11.5%
IQLTiShares Tr
5.6%−2%
IVViShares Tr
4.1%
VXF3.0%
VOO2.8%
AMZNAmazon.com Inc
2.8%
BSCU2.2%
BSCT
BSCV
VBR1.9%
QQQ1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 11.5% Added +4%
SCHD Schwab Strategic Tr 11.5% Held
IQLT iShares Tr 5.6% Trimmed −2%
IVV iShares Tr 4.1% Held
VXF Vanguard Index FDS 3.0% Held
VOO Vanguard Index FDS 2.8% Held
AMZN Amazon.com Inc 2.8% HeldBSCU Invesco Exch TRD SLF Idx Fd 2.2% Added +8%
BSCT Invesco Exch TRD SLF Idx Fd 2.0% Added +4%
BSCV Invesco Exch TRD SLF Idx Fd 2.0% Added +8%
VBR Vanguard Index FDS 1.9% Trimmed −2%
QQQ Invesco QQQ Tr 1.9% Trimmed −4%
What changed
Biggest moves since Jun 30, 2026
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