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Opulen Financial Group LLC
hedge fundUpdated 14 days agoManaged by Opulen Financial Group Llc • Latest filing Q3 2026
Portfolio value
$162.9M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
47.5%
Weight of largest holdings
Annualized return
23.5%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $131.9M |
| Q4 2025 | $137.3M |
| Q1 2026 | $142.1M |
| Q2 2026 | $159M |
| Q3 2026 | $162.9M |
Top holdings
117 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $18.8M | 24.6K | 11.51% | Added(+3.6%) | |
| 2 | $18.8M | 576.6K | 11.51% | Added(+1.6%) | |
| 3 | $9.1M | 183.5K | 5.57% | Trimmed(-2.5%) | |
| 4 | $6.7M | 8.7K | 4.08% | Added(+0.3%) | |
| 5 | $4.9M | 21.0K | 2.98% | Added(+1.5%) | |
| 6 | $4.6M | 6.5K | 2.80% | Trimmed(-0.8%) | |
| 7 | $4.5M | 18.1K | 2.77% | Added(+1.1%) | |
| 8 | ? N/A INVESCO EXCH TRD SLF IDX FD | $3.6M | 225.7K | 2.24% | Added(+7.8%) |
| 9 | ? N/A INVESCO EXCH TRD SLF IDX FD | $3.3M | 181.5K | 2.03% | Added(+3.7%) |
| 10 | ? N/A INVESCO EXCH TRD SLF IDX FD | $3.3M | 208.3K | 2.02% | Added(+7.9%) |
| 11 | $3.2M | 13.7K | 1.95% | Trimmed(-2.4%) | |
| 12 | $3.1M | 4.2K | 1.91% | Trimmed(-3.6%) | |
| 13 | ? N/A INVESCO EXCH TRD SLF IDX FD | $3.1M | 154.5K | 1.91% | Added(+5.6%) |
| 14 | $2.9M | 149.4K | 1.80% | Added(+13.5%) | |
| 15 | $2.8M | 75.8K | 1.72% | Added(+31.3%) | |
| 16 | ? N/A INVESCO EXCH TRD SLF IDX FD | $2.7M | 136.0K | 1.63% | Added(+7.7%) |
| 17 | $2.4M | 7.0K | 1.45% | Trimmed(-3.4%) | |
| 18 | ? N/A INVESCO EXCH TRD SLF IDX FD | $2.3M | 117.0K | 1.40% | Trimmed(-2.3%) |
| 19 | $2.1M | 9.4K | 1.32% | Added(+8.3%) | |
| 20 | $2.1M | 6.4K | 1.31% | Added(+13.6%) |