Opulen Financial Group LLC
CIK: 0002055099SEC EDGAR →
Portfolio Value
$137.3M
Holdings
108
As of
Q4 2025
New Positions
8
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 23,381 | $15.9M | 11.61% |
| 2 | SCHWAB STRATEGIC TR | 544,113 | $14.9M | 10.87% |
| 3 | ISHARES TR | 187,673 | $8.5M | 6.21% |
| 4 | ISHARES TR | 7,777 | $5.3M | 3.88% |
| 5 | AMAZON COM INC | 22,267 | $5.1M | 3.74% |
| 6 | VANGUARD INDEX FDS | 20,292 | $4.2M | 3.09% |
| 7 | VANGUARD INDEX FDS | 6,450 | $4.0M | 2.95% |
| 8 | INVESCO EXCH TRD SLF IDX FD | 185,626 | $3.1M | 2.29% |
| 9 | INVESCO EXCH TRD SLF IDX FD | 161,452 | $3.0M | 2.21% |
| 10 | VANGUARD INDEX FDS | 13,704 | $2.9M | 2.11% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 90 | $120.9M | 88.1% |
| Consumer Cyclical | 3 | $5.9M | 4.3% |
| Technology | 5 | $4.4M | 3.2% |
| Unknown | 3 | $3.6M | 2.6% |
| Communication Services | 5 | $2.0M | 1.4% |
| Healthcare | 1 | $224K | 0.2% |
| Industrials | 1 | $219K | 0.2% |