Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Opulen Financial Group LLC (CIK 2055099) reported $142.1M across 114 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHD ($17.4M, 12.21%), SPY ($15.3M, 10.75%), IQLT ($8.6M, 6.05%), IVV ($5.6M, 3.97%), AMZN ($4.4M, 3.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | $17.4M | 12.21% | 565,517 | Added |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $15.3M | 10.75% | 23,488 | Added |
| 3 | IQLT | ISHARES TR | $8.6M | 6.05% | 185,932 | Trimmed |
| 4 | IVV | ISHARES TR | $5.6M | 3.97% | 8,641 | Added |
| 5 | AMZN | AMAZON COM INC | $4.4M | 3.12% | 21,285 | Trimmed |
| 6 | VXF | VANGUARD INDEX FDS | $4.2M | 2.97% | 20,488 | Added |
| 7 | VOO | VANGUARD INDEX FDS | $4.0M | 2.80% | 6,663 | Added |
| 8 | BSCU | INVESCO EXCH TRD SLF IDX FD | $3.5M | 2.43% | 206,535 | Added |
| 9 | BSCT | INVESCO EXCH TRD SLF IDX FD | $3.2M | 2.28% | 173,869 | Added |
| 10 | BSCV | INVESCO EXCH TRD SLF IDX FD | $3.1M | 2.15% | 185,982 | Added |
| 11 | VBR | VANGUARD INDEX FDS | $3.0M | 2.11% | 13,806 | Added |
| 12 | BSCS | INVESCO EXCH TRD SLF IDX FD | $3.0M | 2.08% | 144,619 | Added |
| 13 | BSCW | INVESCO EXCH TRD SLF IDX FD | $2.7M | 1.87% | 128,823 | Added |
| 14 | QQQ | INVESCO QQQ TR | $2.5M | 1.76% | 4,342 | Trimmed |
| 15 | BSCR | INVESCO EXCH TRD SLF IDX FD | $2.4M | 1.70% | 123,328 | Added |
| 16 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $2.3M | 1.65% | 120,318 | Added |
| 17 | VBK | VANGUARD INDEX FDS | $2.2M | 1.52% | 7,150 | Added |
| 18 | VB | VANGUARD INDEX FDS | $1.9M | 1.32% | 7,147 | Trimmed |
| 19 | VO | VANGUARD INDEX FDS | $1.8M | 1.29% | 6,377 | Added |
| 20 | DFAX | DIMENSIONAL ETF TRUST | $1.6M | 1.13% | 47,206 | Added |
| 21 | BSCX | INVESCO EXCH TRD SLF IDX FD | $1.5M | 1.08% | 72,833 | Added |
| 22 | DGRO | ISHARES TR | $1.4M | 0.99% | 19,966 | Added |
| 23 | NVDA | NVIDIA CORPORATION | $1.4M | 0.99% | 8,067 | Added |
| 24 | QUAL | ISHARES TR | $1.3M | 0.95% | 7,031 | Added |
| 25 | AAPL | APPLE INC | $1.3M | 0.93% | 5,184 | Added |
Source: SEC Form 13F filings · as of 2026-03-31