Opulen Financial Group LLC

CIK

2055099

Location

ARLINGTON, VA

Portfolio Value

Small $145,353,283

Diversification

Diversified

Filing Date

Global Rank

#7,233 / 8,815 ▼ 79 · as of Jun 2026

Top Industry

Internet Retail 26.1%

Period ended 23 days ago

Filed Oct 22, 2026 · 1d

8 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 81.4% of the book (60%+)

Turnover

Low turnover

5.1% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.6 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 81.5%; sector active share 76.6% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

116 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

17.8%

+1.8 pts

Top 5

73.0%

+6.6 pts

Top 10

86.6%

+5.2 pts

HHI

1,138

Diversified+177

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	88.1%	$128,034,479	93
Technology	5.3%	$7,713,487	7
Consumer Cyclical	3.5%	$5,030,695	2
Communication Services	1.7%	$2,524,778	5
Financial Services	0.6%	$915,001	5
Healthcare	0.4%	$578,201	2
Industrials	0.2%	$322,282	1
Energy	0.2%	$234,360	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHK	Schwab 1000 Index ETF	+20,052	54,724	$2,006,181
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	+18,077	75,849	$2,807,929
BSCW		+17,781	149,428	$2,926,547
BSCU	Invesco BulletShares 2030 Corporate Bond ETF	+16,301	225,741	$3,643,459
BSCV		+15,217	208,254	$3,284,165
BSCR	Invesco BulletShares 2027 Corporate Bond ETF	+9,754	136,037	$2,658,843
BSCX		+8,862	86,101	$1,721,933
SCHD	Schwab U.S. Dividend Equity ETF	+8,814	576,569	$18,755,789
BSCS	Invesco BulletShares 2028 Corporate Bond ETF	+8,248	154,465	$3,109,380
BSCT	Invesco BulletShares 2029 Corporate Bond ETF	+6,474	181,464	$3,302,644
DFAS	Dimensional U.S. Small Cap ETF	+3,905	12,131	$939,182
BSCZ		+3,008	34,818	$669,445
—		+2,506	19,581	$0
SCHB	Schwab U.S. Broad Market ETF	+1,294	19,497	$571,457
DFUS	Dimensional U.S. Equity Market ETF	+995	4,261	$353,790
SPY	Spdr S&P 500 ETF Trust	+852	24,604	$18,763,748
—		+808	10,635	$0
AAPL	Apple Inc.	+768	6,401	$2,131,661
NVDA	Nvidia Corp	+721	9,411	$2,149,284
T	At&T Inc.	+526	11,011	$268,668
FPE	First Trust Preferred Securities and Income ETF	+496	34,014	$579,938
MSFT	Microsoft Corp	+473	3,030	$1,554,087
NFLX	Netflix Inc	+435	3,787	$263,499
VO	VANGUARD MID-CAP INDEX FUND	+314	25,827	$2,025,353
—		+303	20,975	$0
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	−6,519	25,026	$609,633
IQLT	iShares MSCI Intl Quality Factor ETF	−4,611	183,526	$9,079,031
—		−3,781	26,785	$0
BSCQ	Invesco BulletShares 2026 Corporate Bond ETF	−2,794	116,999	$2,283,820
SRLN	State Street(R) Blackstone Senior Loan ETF	−1,982	21,711	$876,907
—		−1,516	4,724	$0
XSOE	WisdomTree Emerging Markets ex-State-Owned Enterprises Fund	−1,082	13,554	$635,004
—		−1,067	4,700	$0
—		−602	5,116	$0
DGRO	iShares Core Dividend Growth ETF	−581	19,484	$1,468,898
IGRO	iShares International Dividend Growth ETF	−575	4,628	$410,781
QUAL	iShares MSCI USA Quality Factor ETF	−545	6,591	$0
XMHQ	Victory Portfolios II	−444	10,063	$0
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	−330	13,742	$3,174,814
VXUS	Vanguard Total International Stock ETF	−319	2,730	$231,940
BSCY		−279	24,477	$477,717
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	−247	6,978	$2,357,377
XITK	State Street(R) SPDR(R) FactSet Innovative Technology ETF	−219	1,589	$316,421
FLRN	State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF	−201	9,298	$286,750
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	−190	10,265	$720,089
QQQ	Invesco Qqq Trust, Series 1	−157	4,204	$3,109,993
AMD	Advanced Micro Devices Inc	−144	1,065	$651,524
IMCB	iShares Morningstar Mid-Cap ETF	−144	9,061	$856,083
ISCB	iShares Trust	−119	6,097	$0
—		−89	3,313	$0
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
BSCA	Invesco Exchange-Traded Self-Indexed Fund Trust	20,012	$378,226
XOM	ExxonMobil Holdings Corp	1,440	$234,360
V	Visa Inc.	599	$215,238
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
BSSX		9,736	$251,237
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	4,719	$238,687
AMAT	Applied Materials Inc	289	$208,947
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

116 tracked positions · $145,353,283 total · filing declares 117 positions · $162,948,448 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 116 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	24,604	+852	$18,763,748	+5.8%	12.91%
SCHD	Schwab U.S. Dividend Equity ETF	Added	576,569	+8,814	$18,755,789	+4.2%	12.90%
IQLT	iShares MSCI Intl Quality Factor ETF	Reduced	183,526	-4,611	$9,079,031	−2.6%	6.25%
IVV	iShares Core S&P 500 ETF	Added	8,690	+30	$6,655,236	+2.6%	4.58%
VOO	VANGUARD 500 INDEX FUND	Reduced	6,517	-52	$4,567,504	+1.2%	3.14%
AMZN	Amazon Com Inc Consumer Cyclical	Added	18,108	+191	$4,511,608	+5.6%	3.10%
BSCU	Invesco BulletShares 2030 Corporate Bond ETF	Added	225,741	+16,301	$3,643,459	+4.5%	2.51%
BSCT	Invesco BulletShares 2029 Corporate Bond ETF	Added	181,464	+6,474	$3,302,644	+1.6%	2.27%
BSCV		Added	208,254	+15,217	$3,284,165	+3.8%	2.26%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Reduced	13,742	-330	$3,174,814	−7.2%	2.18%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,204	-157	$3,109,993	−3.2%	2.14%
BSCS	Invesco BulletShares 2028 Corporate Bond ETF	Added	154,465	+8,248	$3,109,380	+4.4%	2.14%
BSCW		Added	149,428	+17,781	$2,926,547	+8.4%	2.01%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Added	75,849	+18,077	$2,807,929	+31.9%	1.93%
BSCR	Invesco BulletShares 2027 Corporate Bond ETF	Added	136,037	+9,754	$2,658,843	+7.3%	1.83%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Reduced	6,978	-247	$2,357,377	−10.8%	1.62%
BSCQ	Invesco BulletShares 2026 Corporate Bond ETF	Reduced	116,999	-2,794	$2,283,820	−2.4%	1.57%
NVDA	Nvidia Corp Technology	Added	9,411	+721	$2,149,284	+23.6%	1.48%
AAPL	Apple Inc. Technology	Added	6,401	+768	$2,131,661	+30.8%	1.47%
VB	Vanguard Index Funds	Added	7,345	+66	$2,089,579	−5.3%	1.44%
VO	VANGUARD MID-CAP INDEX FUND	Added	25,827	+314	$2,025,353	−1.5%	1.39%
SCHK	Schwab 1000 Index ETF	Added	54,724	+20,052	$2,006,181	+60.5%	1.38%
BSCX		Added	86,101	+8,862	$1,721,933	+5.9%	1.18%
MSFT	Microsoft Corp Technology	Added	3,030	+473	$1,554,087	+62.9%	1.07%
DGRO	iShares Core Dividend Growth ETF	Reduced	19,484	-581	$1,468,898	−3.4%	1.01%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	3,785	+27	$1,416,498	+1.9%	0.97%
DFSU	Dimensional US Sustainability Core 1 ETF	Added	23,092	+1	$1,089,249	+1.2%	0.75%
VUG	VANGUARD GROWTH INDEX FUND	Added	12,057	+12	$1,086,456	+4.7%	0.75%
IJR	iShares Core S&P Small-Cap ETF	Added	7,521	+27	$1,023,156	−7.9%	0.70%
VEA	Vanguard FTSE Developed Markets ETF	Added	13,564	+30	$957,754	−0.7%	0.66%
DFAS	Dimensional U.S. Small Cap ETF	Added	12,131	+3,905	$939,182	+38.7%	0.65%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	1,357	0	$891,155	−6.6%	0.61%
SRLN	State Street(R) Blackstone Senior Loan ETF	Reduced	21,711	-1,982	$876,907	−8.1%	0.60%
IMCB	iShares Morningstar Mid-Cap ETF	Reduced	9,061	-144	$856,083	−3.7%	0.59%
VEU	Vanguard International Equity Index Funds	Added	10,246	+63	$850,110	−0.3%	0.58%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Added	18,752	+138	$744,829	−1.5%	0.51%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Reduced	10,265	-190	$720,089	−6.2%	0.50%
DFIC	Dimensional International Core Equity 2 ETF	Added	19,112	+93	$718,802	+1.4%	0.49%
META	Meta Platforms, Inc. Communication Services	Added	990	+61	$717,928	+37.2%	0.49%
VLU	State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF	Added	2,989	+13	$714,341	+0.8%	0.49%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	7,801	+21	$700,217	+2.4%	0.48%
BSCZ		Added	34,818	+3,008	$669,445	+2.8%	0.46%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,065	-144	$651,524	−7.2%	0.45%
GOOG	Alphabet Inc. Communication Services	Added	1,894	+10	$645,361	−3.1%	0.44%
XSOE	WisdomTree Emerging Markets ex-State-Owned Enterprises Fund	Reduced	13,554	-1,082	$635,004	−11.8%	0.44%
GOOGL	Alphabet Inc. Communication Services	Added	1,829	+153	$629,322	+5.1%	0.43%
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	Reduced	25,026	-6,519	$609,633	−24.3%	0.42%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	2,981	-57	$583,530	+0.8%	0.40%
FPE	First Trust Preferred Securities and Income ETF	Added	34,014	+496	$579,938	−3.2%	0.40%
AVGO	Broadcom Inc. Technology	Added	1,638	+75	$575,249	−2.6%	0.40%

Showing the top 50 of 116 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.