Institutions / Opulen Financial Group LLC

Opulen Financial Group LLC

CIK 2055099 · Institution · as of Dec 31, 2025

Portfolio value

$137.28M

Positions

108

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 108 →

Company	Class	Value	Shares	% of portfolio
SPDR S&P 500 ETF Tr	—	$15.94M	23,381	11.6%
Schwab Strategic Tr	—	$14.93M	544,113	10.9%
iShares Tr	—	$8.53M	187,673	6.2%
iShares Tr	—	$5.33M	7,777	3.9%
Amazon.com Inc	—	$5.14M	22,267	3.7%
Vanguard Index Fds	—	$4.24M	20,292	3.1%
Vanguard Index Fds	—	$4.05M	6,450	2.9%
Invesco Exch Trd Slf Idx Fd	—	$3.14M	185,626	2.3%
Invesco Exch Trd Slf Idx Fd	—	$3.04M	161,452	2.2%
Vanguard Index Fds	—	$2.90M	13,704	2.1%
Invesco Exch Trd Slf Idx Fd	—	$2.80M	167,474	2.0%
Invesco Exch Trd Slf Idx Fd	—	$2.76M	134,094	2.0%
Invesco Qqq Tr	—	$2.75M	4,475	2.0%
Invesco Exch Trd Slf Idx Fd	—	$2.52M	120,718	1.8%
Invesco Exch Trd Slf Idx Fd	—	$2.32M	118,752	1.7%
Invesco Exch Trd Slf Idx Fd	—	$2.24M	113,417	1.6%
Vanguard Index Fds	—	$2.16M	7,143	1.6%
Vanguard Index Fds	—	$1.85M	7,155	1.3%
Vanguard Index Fds	—	$1.84M	6,353	1.3%
Invesco Exch Trd Slf Idx Fd	—	$1.50M	70,038	1.1%
NVIDIA Corp	—	$1.43M	7,684	1.0%
Invesco Exch Traded Fd Tr II	—	$1.40M	5,519	1.0%
iShares MSCI UAE ETF	—	$1.39M	6,994	1.0%
iShares Tr	—	$1.38M	19,879	1.0%
Apple Inc.	—	$1.32M	4,859	1.0%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.