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Opulen Financial Group LLC — 13F Holdings & Portfolio

CIK 2055099 · latest 13F-HR filed 2026-07-27

Backtest portfolio

Opulen Financial Group LLC manages $159.0M in 13F-reported U.S. long-equity assets across 117 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SCHD (11.32%), SPY (11.16%), IQLT (5.86%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions, exited 4, added to 79, and trimmed 3.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
3101 WILSON BLVD SUITE 500
ARLINGTON, VA 22201
Phone
(571) 299-2053
Filing Manager
Opulen Financial Group LLC
ARLINGTON, VA
Signatory
Thomas Cymer
President
Loading holdings…
AUM

$159.0M

Long-equity book

Holdings

117

Distinct positions

Period

2026-06-30

Filed 2026-07-27

Q/Q Activity

+6 / −4 / ↑79 / ↓3

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • STATE STR SPDR S&P 500 ETF T$2.5M +16.1%
  • VANGUARD INDEX FDS$873.4K +20.7%
  • ISHARES TR$841.0K +14.9%
  • ISHARES TR$726.6K +8.5%
  • INVESCO QQQ TR$705.3K +28.1%
Show all 79 →

Top Trims

  • NETFLIX INC.-$101.3K -29.7%
  • AT&T INC-$92.7K -29.9%
  • SPDR SERIES TRUST-$70.9K -11.0%
Show all 3 →

New Positions

  • MICRON TECHNOLOGY INC$437.5K
  • INTEL CORP$229.4K
  • INVESCO EXCH TRADED FD TR II$228.5K
  • STATE STR SPDR DOW JONES IND$226.0K
  • VANGUARD ADMIRAL FDS INC$222.2K
Show all 6 →

Exited Positions

  • EXCHANGE TRADED CONCEPTS TRU$285.0K
  • FIRST TR EXCHANGE-TRADED FD$261.2K
  • EXXON MOBIL CORP$216.5K
  • TJX COS INC NEW$208.4K
Show all 4 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SCHWAB STRATEGIC TR SCHD 808524797 $18.0M 11.32% 567,755 SH
2 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $17.7M 11.16% 23,752 SH
3 ISHARES TR IQLT 46434V456 $9.3M 5.86% 188,137 SH
4 ISHARES TR IVV 464287200 $6.5M 4.08% 8,660 SH
5 VANGUARD INDEX FDS VXF 922908652 $5.1M 3.20% 20,672 SH
6 VANGUARD INDEX FDS VOO 922908363 $4.5M 2.84% 6,569 SH
7 AMAZON COM INC AMZN 023135106 $4.3M 2.69% 17,917 SH
8 INVESCO EXCH TRD SLF IDX FD BSCU 46138J460 $3.5M 2.19% 209,440 SH
9 VANGUARD INDEX FDS VBR 922908611 $3.4M 2.15% 14,072 SH
10 INVESCO EXCH TRD SLF IDX FD BSCT 46138J577 $3.3M 2.04% 174,990 SH
11 INVESCO QQQ TR QQQ 46090E103 $3.2M 2.02% 4,361 SH
12 INVESCO EXCH TRD SLF IDX FD BSCV 46138J429 $3.2M 1.99% 193,037 SH
13 INVESCO EXCH TRD SLF IDX FD BSCS 46138J643 $3.0M 1.87% 146,217 SH
14 INVESCO EXCH TRD SLF IDX FD BSCW 46139W858 $2.7M 1.70% 131,647 SH
15 VANGUARD INDEX FDS VBK 922908595 $2.6M 1.66% 7,225 SH
16 INVESCO EXCH TRD SLF IDX FD BSCR 46138J783 $2.5M 1.56% 126,283 SH
17 INVESCO EXCH TRD SLF IDX FD BSCQ 46138J791 $2.3M 1.47% 119,793 SH
18 VANGUARD INDEX FDS VB 922908751 $2.2M 1.39% 7,279 SH
19 DIMENSIONAL ETF TRUST DFAX 25434V880 $2.1M 1.34% 57,772 SH
20 VANGUARD INDEX FDS VO 922908629 $2.1M 1.29% 25,513 SH
21 NVIDIA CORPORATION NVDA 67066G104 $1.7M 1.09% 8,690 SH
22 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $1.7M 1.05% 5,517 SH
23 APPLE INC AAPL 037833100 $1.6M 1.03% 5,633 SH
24 INVESCO EXCH TRD SLF IDX FD BSCX 46139W825 $1.6M 1.02% 77,239 SH
25 ISHARES TR QUAL 46432F339 $1.6M 0.98% 7,136 SH
26 ISHARES TR DGRO 46434V621 $1.5M 0.96% 20,065 SH
27 VANGUARD INDEX FDS VTI 922908769 $1.4M 0.87% 3,758 SH
28 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $1.4M 0.86% 6,461 SH
29 SCHWAB STRATEGIC TR SCHK 808524722 $1.3M 0.79% 34,672 SH
30 INVESCO EXCHANGE TRADED FD T XMHQ 46137V472 $1.2M 0.75% 10,507 SH
31 ISHARES TR IJR 464287804 $1.1M 0.70% 7,494 SH
32 DIMENSIONAL ETF TRUST DFSU 25434V716 $1.1M 0.68% 23,091 SH
33 VANGUARD INDEX FDS VUG 922908736 $1.0M 0.65% 12,045 SH
34 SPDR SERIES TRUST SPSM 78468R853 $984.7K 0.62% 17,075 SH
35 VANGUARD TAX-MANAGED FDS VEA 921943858 $964.3K 0.61% 13,534 SH
36 SSGA ACTIVE ETF TR SRLN 78467V608 $954.6K 0.60% 23,693 SH
37 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $954.1K 0.60% 1,357 SH
38 MICROSOFT CORP MSFT 594918104 $953.9K 0.60% 2,557 SH
39 ISHARES TR IMCB 464288208 $888.8K 0.56% 9,205 SH
40 VANGUARD INTL EQUITY INDEX F VEU 922042775 $852.8K 0.54% 10,183 SH
41 SPDR SERIES TRUST SPAB 78464A649 $805.0K 0.51% 31,545 SH
42 VANGUARD BD INDEX FDS BND 921937835 $767.5K 0.48% 10,455 SH
43 SPDR SERIES TRUST SJNK 78468R408 $765.1K 0.48% 30,566 SH
44 DIMENSIONAL ETF TRUST DFEM 25434V732 $756.5K 0.48% 18,614 SH
45 WISDOMTREE TR XSOE 97717X578 $719.8K 0.45% 14,636 SH
46 SPDR SERIES TRUST EFIV 78468R531 $716.7K 0.45% 9,827 SH
47 SPDR SERIES TRUST VLU 78464A128 $709.0K 0.45% 2,976 SH
48 DIMENSIONAL ETF TRUST DFIC 25434V799 $708.7K 0.45% 19,019 SH
49 SPDR SERIES TRUST CNRG 78468R655 $705.7K 0.44% 6,240 SH
50 ADVANCED MICRO DEVICES INC AMD 007903107 $702.3K 0.44% 1,209 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-27 $159.0M 117 0002055099-26-000003
2026-03-31 2026-04-29 $142.1M 115 0002055099-26-000002
2025-12-31 2026-02-10 $137.3M 109 0002055099-26-000001