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Opulen Financial Group - Q2 2026 13F Filings

OP

Opulen Financial Group LLC

CIK: 0002055099
Address: Virginia Arlington 3101 Wilson Blvd Suite 500
$158.99 M
Portfolio Value
116
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 10/22/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. VO Vanguard Mid-Cap Etf
+$1.54 M
2. VUG Vanguard Growth Etf
+$864,742.54
3. MU Micron Technology
+$437,476
4. DFAX Dimensional World Ex Us Core Equity 2 Etf
+$389,250.07
5. IWF Ishares Russell 1000 Growth Etf
+$276,857.54

Top Sells

Q2 2026
1. AMZN Amazoncom
−$802,734.99
2. EMQQ Emqq The Emerging Markets Internet Etf
−$284,960
3. KNG Ft Vest S&P 500 Dvd Arst Trg
−$261,171
4. XOM Exxon Mobil Corporation
−$216,486
5. TJX The Tjx Companies
−$208,382

Asset Allocation

Stocks/ETFs
+11.88%
$158.99 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Opulen Financial Group Q2 2026 Filing Summary

Opulen Financial Group LLC filed its 13F report for Q2 2026 on July 27, 2026. The portfolio totaled 158.99 M reflecting a +11.88% change from the prior quarter, spanning 116 assets. The top 10 holdings comprised 47.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 6 new positions and 4 complete exits.

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Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Opulen Financial Group’s Q2 2026 Filing

Opulen Financial Group submitted their Form 13F-HR for the Q2 2026 period on 07/27/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Opulen Financial Group reported a managed portfolio value of 158.99 M, consisting of 117 individual positions.

This page displays the raw filing documents. To see which stocks Opulen Financial Group bought or sold during Q2 2026, please visit Opulen Financial Group's Portfolio Analysis page.