13F holdings · Q3 2026

Opulen Financial Group

Arlington, VA · files as Opulen Financial Group LLC

Holdings as of Sep 30, 2026Filed Oct 22, 2026Next filing due Feb 15, 2027CIK 2055099

Opulen Financial Group reported 116 stocks worth $163M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are SPY (11.5%), SCHD (11.5%) and IQLT (5.6%). Compared with Q2 2026, the fund opened new positions in BSCA, added to SPY, SCHD and IVV, trimmed IQLT, VOO and VBR and sold out of BSSX, VTEB and AMAT.

Reported value$163M+2.5% vs last quarter

Stocks held1163 new · 3 sold out

Top 5 weight35.7%fairly concentrated

Turnover6%of the portfolio changed

🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#	Stock	Value	Weight	Shares	Change	Shares, 8 qtrs	Held
1	SPY Spdr S&P 500 ETF TR	$18.8M	11.5%	25K	+852 (+4%)		8 of 8
2	SCHD Schwab US Dividend Equity ETF	$18.8M	11.5%	577K	+8,814 (+2%)		8 of 8
3	IQLT Ishares Msci Intl Quality Factor ETF	$9.1M	5.6%	184K	−4,611 (−2%)		8 of 8
4	IVV Ishares TR	$6.7M	4.1%	8,690	+30 (+0%)		8 of 8
5	VXF Vanguard Index Fds	$4.9M	3.0%	21K	+303 (+1%)		8 of 8
6	VOO Vanguard S&P 500 ETF	$4.6M	2.8%	6,517	−52 (−1%)		8 of 8
7	AMZN Amazon Com Inc	$4.5M	2.8%	18K	+191 (+1%)		8 of 8
8	BSCU Invesco Exch Trd Slf Idx FD	$3.6M	2.2%	226K	+16K (+8%)		8 of 8
9	BSCT Invesco Exch Trd Slf Idx FD	$3.3M	2.0%	181K	+6,474 (+4%)		8 of 8
10	BSCV Invesco Exch Trd Slf Idx FD	$3.3M	2.0%	208K	+15K (+8%)		8 of 8
11	ABCD Example Holdings Inc	100	153	206	259	312	365
12	WXYZ Example Holdings Inc	137	190	243	296	349	402
13	QRST Example Holdings Inc	174	227	280	333	386	439
14	LMNO Example Holdings Inc	211	264	317	370	423	476

🔒 106 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026

Stock	Value last quarter	Shares sold
BSSX Invesco Exch Trd Slf Idx FD	$251K	9,736
VTEB Vanguard Mun BD Fds	$239K	4,719
AMAT Applied Matls Inc	$209K	289

Reported value

last 8 quarters

$110MQ4 '24

$110MQ1 '25

$122MQ2 '25

$132MQ3 '25

$137MQ4 '25

$142MQ1 '26

$159MQ2 '26

$163MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC

Filed	Form	Quarter
Oct 22, 2026	13F-HR	Q3 2026	SEC filing ↗

Other superinvestors

All hedge fund holdings →

Opulen Financial Group 13F FAQ

What does Opulen Financial Group own?

Opulen Financial Group reported 116 stocks worth $163M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are SPY (11.5%), SCHD (11.5%) and IQLT (5.6%). The table above lists every position in the filing (the top 10 without an account).

What did Opulen Financial Group buy and sell in Q3 2026?

Compared with Q2 2026: 3 new positions, 76 added to, 28 trimmed and 3 sold out. New positions include BSCA. It sold all of BSSX, VTEB and AMAT.

When will Opulen Financial Group file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Opulen Financial Group's portfolio worth?

The Q3 2026 filing reports $163M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.