Opulen Financial Group LLC
CIK: 0002055099Latest portfolio: $137.3M · Q4 2025
Holdings
108
Total Value
$137.3M
New Positions
3
Closed Positions
1
Top Holdings
View All 108 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 23,381 | $15.9M | 11.61% | +682 | |
| 2 | SCHDSCHWAB STRATEGIC TR | 544,113 | $14.9M | 10.87% | +32K | |
| 3 | IQLTISHARES TR | 187,673 | $8.5M | 6.21% | +1K | |
| 4 | IVVISHARES TR | 7,777 | $5.3M | 3.88% | +724 | |
| 5 | AMZNAMAZON COM INC | 22,267 | $5.1M | 3.74% | -1,776 | |
| 6 | VXFVANGUARD INDEX FDS | 20,292 | $4.2M | 3.09% | +36 | |
| 7 | VOOVANGUARD INDEX FDS | 6,450 | $4.0M | 2.95% | +209 | |
| 8 | BSCUINVESCO EXCH TRD SLF IDX FD | 185,626 | $3.1M | 2.29% | +16K | |
| 9 | BSCTINVESCO EXCH TRD SLF IDX FD | 161,452 | $3.0M | 2.21% | +11K | |
| 10 | VBRVANGUARD INDEX FDS | 13,704 | $2.9M | 2.11% | +90 | |
| 11 | BSCVINVESCO EXCH TRD SLF IDX FD | 167,474 | $2.8M | 2.04% | +6K | |
| 12 | BSCSINVESCO EXCH TRD SLF IDX FD | 134,094 | $2.8M | 2.01% | +6K | |
| 13 | NDQINVESCO QQQ TR | 4,475 | $2.7M | 2.00% | +50 | |
| 14 | BSCWINVESCO EXCH TRD SLF IDX FD | 120,718 | $2.5M | 1.83% | +7K | |
| 15 | BSCQINVESCO EXCH TRD SLF IDX FD | 118,752 | $2.3M | 1.69% | +4K | |
| 16 | BSCRINVESCO EXCH TRD SLF IDX FD | 113,417 | $2.2M | 1.63% | +2K | |
| 17 | VBKVANGUARD INDEX FDS | 7,143 | $2.2M | 1.57% | +16 | |
| 18 | VBVANGUARD INDEX FDS | 7,155 | $1.8M | 1.34% | +343 | |
| 19 | VOVANGUARD INDEX FDS | 6,353 | $1.8M | 1.34% | +286 | |
| 20 | BSCXINVESCO EXCH TRD SLF IDX FD | 70,038 | $1.5M | 1.09% | +830 | |
| 21 | NVDANVIDIA CORPORATION | 7,684 | $1.4M | 1.04% | +545 | |
| 22 | QQQMINVESCO EXCH TRADED FD TR II | 5,519 | $1.4M | 1.02% | -31 | |
| 23 | QUALISHARES TR | 6,994 | $1.4M | 1.01% | +94 | |
| 24 | DGROISHARES TR | 19,879 | $1.4M | 1.00% | +136 | |
| 25 | AAPLAPPLE INC | 4,859 | $1.3M | 0.96% | +316 |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($1.594314925852953e+288T)
Technology0.0% ($14321321.0T)
Communication Services0.0% ($511485.4T)
Consumer Cyclical0.0% ($5.1T)
Unknown0.0% ($2.7T)
Healthcare0.0% ($224K)
Industrials0.0% ($219K)
Filing History
Fund Information
Opulen Financial Group LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $137.3M across 108 holdings. The largest position is SPDR S&P 500 ETF TR (SPY), representing 11.6% of the portfolio. Compared to the previous quarter, the fund opened 3 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.