Institutional Fund
Opulen Financial Group LLC
Arlington, VACIK 20550995 filings on record
Portfolio Value
$142.10M
Q1 2026
Holdings
114
Reported positions
New Buys
9
Opened this quarter
QoQ Change
+3.5%
from $137.28M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr12.2%
- Spdr S&P 500 ETF Tr10.7%
- Ishares Tr6.0%
- Ishares Tr4.0%
- Amazon Com Inc3.1%
- Vanguard Index Fds3.0%
- Other60.9%
Portfolio Holdings
114 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 565.5K | $17.35M | 12.2% | +21.4K | Added |
| 2 | Spdr S&P 500 ETF Tr | 23.5K | $15.28M | 10.7% | +107 | Added |
| 3 | Ishares Tr | 185.9K | $8.60M | 6.0% | −1.7K | Reduced |
| 4 | Ishares Tr | 8.6K | $5.64M | 4.0% | +864 | Added |
| 5 | Amazon Com Inc | 21.3K | $4.43M | 3.1% | −982 | Reduced |
| 6 | Vanguard Index Fds | 20.5K | $4.22M | 3.0% | +196 | Added |
| 7 | Vanguard Index Fds | 6.7K | $3.98M | 2.8% | +213 | Added |
| 8 | Invesco Exch Trd Slf Idx Fd | 206.5K | $3.45M | 2.4% | +20.9K | Added |
| 9 | Invesco Exch Trd Slf Idx Fd | 173.9K | $3.24M | 2.3% | +12.4K | Added |
| 10 | Invesco Exch Trd Slf Idx Fd | 186.0K | $3.06M | 2.2% | +18.5K | Added |
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