Opulen Financial Group LLC

CIK

2055099

Location

ARLINGTON, VA

Portfolio Value

Micro $30,722,533

Diversification

Highly concentrated

Filing Date

Global Rank

#7,382 / 8,603 ▲ 49 · as of Mar 2026

Top Industry

Internet Retail 36.6%

3Y Alpha vs SPY

-2.1%

Period ended 3 months ago

Filed Apr 29, 2026 · 2mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+21.5%

SPY

+24.4%

Annualised alpha

-2.0%

Max drawdown

−21.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

20 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

49.7%

+0.8 pts

Top 5

81.2%

−0.3 pts

Top 10

91.1%

−0.7 pts

HHI

2,816

Highly concentrated+42

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	60.6%	$18,616,393	3
Consumer Cyclical	16.7%	$5,120,248	3
Technology	13.7%	$4,218,307	5
Communication Services	5.1%	$1,571,399	4
Financial Services	1.7%	$526,951	2
Healthcare	1.3%	$413,859	2
Industrials	0.8%	$255,376	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	+874	10,686	$309,787
NVDA	Nvidia Corp	+383	8,067	$1,406,884
NFLX	Netflix Inc	+329	3,543	$340,659
AAPL	Apple Inc.	+325	5,184	$1,315,647
MSFT	Microsoft Corp	+171	2,233	$826,589
AVGO	Broadcom Inc.	+118	1,376	$425,885
SPY	Spdr S&P 500 ETF Trust	+107	23,488	$15,275,185
TSLA	Tesla, Inc.	+69	1,288	$478,814
GOOGL	Alphabet Inc.	+55	1,605	$461,533
AMD	Advanced Micro Devices Inc	+29	1,196	$243,302
META	Meta Platforms, Inc.	+28	803	$459,420
JPM	Jpmorgan Chase & Co	+24	985	$289,747
ETN	Eaton Corp plc	+24	714	$255,376
LLY	ELI LILLY & Co	+14	223	$205,108
BRK-B	Berkshire Hathaway Inc	+10	495	$237,204
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	−982	21,285	$4,433,026
QQQ	Invesco Qqq Trust, Series 1	−133	4,342	$2,506,115
MDY	Spdr S&P Midcap 400 ETF Trust	−9	1,354	$835,093
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
JNJ	Johnson & Johnson	854	$208,751
TJX	Tjx Companies Inc /De/	1,305	$208,408
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
HD	Home Depot, Inc.	680	$233,988
DIA	Spdr Dow Jones Industrial Average ETF Trust	435	$209,047
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

20 positions · $30,722,533 total · as of Mar 31, 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	23,488	+107	$15,275,185	−4.2%	49.72%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	21,285	-982	$4,433,026	−13.7%	14.43%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,342	-133	$2,506,115	−8.8%	8.16%
NVDA	Nvidia Corp Technology	Added	8,067	+383	$1,406,884	−1.8%	4.58%
AAPL	Apple Inc. Technology	Added	5,184	+325	$1,315,647	−0.4%	4.28%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	1,354	-9	$835,093	+1.6%	2.72%
MSFT	Microsoft Corp Technology	Added	2,233	+171	$826,589	−17.1%	2.69%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,288	+69	$478,814	−12.7%	1.56%
GOOGL	Alphabet Inc. Communication Services	Added	1,605	+55	$461,533	−4.9%	1.50%
META	Meta Platforms, Inc. Communication Services	Added	803	+28	$459,420	−10.2%	1.50%
AVGO	Broadcom Inc. Technology	Added	1,376	+118	$425,885	−2.2%	1.39%
NFLX	Netflix Inc Communication Services	Added	3,543	+329	$340,659	+13.0%	1.11%
T	At&T Inc. Communication Services	Added	10,686	+874	$309,787	+27.1%	1.01%
JPM	Jpmorgan Chase & Co Financial Services	Added	985	+24	$289,747	−6.4%	0.94%
ETN	Eaton Corp plc Industrials	Added	714	+24	$255,376	+16.2%	0.83%
AMD	Advanced Micro Devices Inc Technology	Added	1,196	+29	$243,302	−2.6%	0.79%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	495	+10	$237,204	−2.7%	0.77%
JNJ	Johnson & Johnson Healthcare	NEW	854	NEW	$208,751	NEW	0.68%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	NEW	1,305	NEW	$208,408	NEW	0.68%
LLY	ELI LILLY & Co Healthcare	Added	223	+14	$205,108	−8.7%	0.67%