Opulen Financial Group LLC: 13F holdings
CIK 20550992026Q2
| Positions | 116 |
|---|---|
| Reported value | $159.0m |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHD SCHWAB STRATEGIC TR | 567,755 | $18.0m | 11.3% |
| SPY STATE STR SPDR S&P 500 ETF T | 23,752 | $17.7m | 11.2% |
| IQLT ISHARES TR | 188,137 | $9.3m | 5.9% |
| IVV ISHARES TR | 8,660 | $6.5m | 4.1% |
| VXF VANGUARD INDEX FDS | 20,672 | $5.1m | 3.2% |
| VOO VANGUARD INDEX FDS | 6,569 | $4.5m | 2.8% |
| AMZN AMAZON COM INC | 17,917 | $4.3m | 2.7% |
| INVESCO EXCH TRD SLF IDX FD | 209,440 | $3.5m | 2.2% |
| VBR VANGUARD INDEX FDS | 14,072 | $3.4m | 2.2% |
| INVESCO EXCH TRD SLF IDX FD | 174,990 | $3.3m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2055099")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.