Opulen Financial Group LLC

CIK

2055099

Location

ARLINGTON, VA

Portfolio Value

Micro $36,557,137

Diversification

Highly concentrated

Filing Date

Global Rank

#7,280 / 8,517 ▲ 312

Top Industry

Internet Retail 29.6%

3Y Alpha vs SPY

+4.5%

Period ended 46 days ago

Filed Jul 27, 2026 · 19d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+34.3%

SPY

+27.3%

Annualised alpha

+4.2%

Max drawdown

−21.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

23 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

48.5%

+9.6 pts

Top 5

78.2%

+6.1 pts

Top 10

88.6%

+3.0 pts

HHI

2,644

Highly concentrated+768

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	60.5%	$22,129,347	4
Technology	17.8%	$6,491,135	8
Consumer Cyclical	13.3%	$4,847,820	2
Communication Services	4.3%	$1,578,619	4
Financial Services	1.8%	$656,549	2
Healthcare	1.5%	$544,304	2
Industrials	0.8%	$309,363	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+623	8,690	$1,738,782
AAPL	Apple Inc.	+449	5,633	$1,629,964
MSFT	Microsoft Corp	+324	2,557	$953,812
SPY	Spdr S&P 500 ETF Trust	+264	23,752	$17,737,281
AVGO	Broadcom Inc.	+187	1,563	$590,423
JPM	Jpmorgan Chase & Co	+154	1,139	$372,828
META	Meta Platforms, Inc.	+126	929	$523,296
TSLA	Tesla, Inc.	+85	1,373	$577,483
BRK-B	Berkshire Hathaway Inc	+72	567	$283,721
JNJ	Johnson & Johnson	+66	920	$233,652
LLY	ELI LILLY & Co	+36	259	$310,652
QQQ	Invesco Qqq Trust, Series 1	+19	4,361	$3,211,440
AMD	Advanced Micro Devices Inc	+13	1,209	$702,320
ETN	Eaton Corp plc	+12	726	$309,363
MDY	Spdr S&P Midcap 400 ETF Trust	+3	1,357	$954,432
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	−3,368	17,917	$4,270,337
GOOGL	Alphabet Inc.	−1,434	1,676	$598,952
T	At&T Inc.	−201	10,485	$217,039
NFLX	Netflix Inc	−191	3,352	$239,332
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	379	$437,475
INTC	Intel Corp	1,643	$229,412
DIA	Spdr Dow Jones Industrial Average ETF Trust	433	$226,194
AMAT	Applied Materials Inc /De	289	$208,947
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
VXF	Vanguard Extended Market ETF	20,488	$4,216,430
VB	Vanguard Morningstar Small-Cap ETF	7,147	$1,871,942
VEA	Vanguard FTSE Developed Markets ETF	12,344	$791,003
VEU	Vanguard FTSE All-World Ex-US ETF	10,141	$761,589
VXUS	Vanguard Total International Stock ETF	3,020	$232,872
XOM	ExxonMobil Holdings Corp	1,276	$216,486
TJX	Tjx Companies Inc /De/	1,305	$208,408
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

23 tracked positions · $36,557,137 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	23,752	+264	$17,737,281	+16.1%	48.52%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	17,917	-3,368	$4,270,337	−3.7%	11.68%
QQQ	Invesco Qqq Trust, Series 1	Added	4,361	+19	$3,211,440	+28.1%	8.78%
NVDA	Nvidia Corp Technology	Added	8,690	+623	$1,738,782	+23.6%	4.76%
AAPL	Apple Inc. Technology	Added	5,633	+449	$1,629,964	+23.9%	4.46%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	1,357	+3	$954,432	+14.3%	2.61%
MSFT	Microsoft Corp Technology	Added	2,557	+324	$953,812	+15.4%	2.61%
AMD	Advanced Micro Devices Inc Technology	Added	1,209	+13	$702,320	+188.7%	1.92%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,676	-1,434	$598,952	−32.9%	1.64%
AVGO	Broadcom Inc. Technology	Added	1,563	+187	$590,423	+38.6%	1.62%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,373	+85	$577,483	+20.6%	1.58%
META	Meta Platforms, Inc. Communication Services	Added	929	+126	$523,296	+13.9%	1.43%
MU	Micron Technology Inc Technology	NEW	379	NEW	$437,475	NEW	1.20%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,139	+154	$372,828	+28.7%	1.02%
LLY	ELI LILLY & Co Healthcare	Added	259	+36	$310,652	+51.5%	0.85%
ETN	Eaton Corp plc Industrials	Added	726	+12	$309,363	+21.1%	0.85%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	567	+72	$283,721	+19.6%	0.78%
NFLX	Netflix Inc Communication Services	Reduced	3,352	-191	$239,332	−29.7%	0.65%
JNJ	Johnson & Johnson Healthcare	Added	920	+66	$233,652	+11.9%	0.64%
INTC	Intel Corp Technology	NEW	1,643	NEW	$229,412	NEW	0.63%
DIA	Spdr Dow Jones Industrial Average ETF Trust	NEW	433	NEW	$226,194	NEW	0.62%
T	At&T Inc. Communication Services	Reduced	10,485	-201	$217,039	−29.9%	0.59%
AMAT	Applied Materials Inc /De Technology	NEW	289	NEW	$208,947	NEW	0.57%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.