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CIK: 0002055099
Total reported value
$159.0M
$159.0M
90 檔
26.8%
According to the latest 13F quarterly dataset, Opulen Financial Group LLC managed an equity portfolio of $159.0M at the end of Q1 2025, spanning 90 distinct U.S. exchange-listed positions.
During Q1 2025, Opulen Financial Group LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 12.82% | -0.89% | +2.88% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 11.53% | +0.41% | -1.06% | |
| 3 | IQLT | Ishares Msci International Q | ETF-Other | 6.69% | -0.19% | +2.97% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.25% | -0.43% | -3.79% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.49% | +0.11% | +2.69% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.16% | +0.23% | +0.31% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.01% | +0.04% | +3.61% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.23% | +0.04% | +2.34% | |
| 9 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 2.18% | -0.24% | +6.91% | |
| 10 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 2.04% | -0.24% | +13.16% | |
| 11 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 2.04% | -0.21% | +3.44% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.00% | +0.26% | -0.45% | |
| 13 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 1.94% | -0.16% | +9.04% | |
| 14 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.89% | -0.18% | +2.95% | |
| 15 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.77% | -0.14% | +5.43% | |
| 16 | BSCW | Invesco Bulletshares 2032 Cb | ETF-Other | 1.68% | -0.17% | +3.61% | |
| 17 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.60% | +0.14% | +1.61% | |
| 18 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 1.43% | — | +4.82% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.38% | — | -0.32% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 1.30% | +0.07% | +1.51% | |
| 21 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.11% | -0.03% | +0.36% | |
| 22 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.08% | -0.08% | +1.09% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.04% | +0.03% | +0.10% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.97% | — | +0.92% | |
| 25 | BSCX | Invesco Bulletshares 2033 Cb | ETF-Other | 0.91% | -0.06% | +20.50% | |
| 26 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.87% | — | +2.76% | |
| 27 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.84% | +0.13% | +1.25% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.80% | +0.07% | -2.88% | |
| 29 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.74% | -0.05% | -6.86% | |
| 30 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.70% | -0.05% | -0.14% | |
| 31 | EMQQ | Emg Mkt Internet Etf-usa Inc | ETF-Other | 0.67% | -0.20% | EXIT | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.67% | +0.10% | +0.03% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.66% | +0.03% | +0.10% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.66% | +0.03% | +2.20% | |
| 35 | BND | Vanguard Total Bond Market | ETF-Other | 0.59% | -0.05% | -3.60% | |
| 36 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.59% | -0.09% | -1.98% | |
| 37 | CNRG | Ss Spdr S&p Kensho Clp ETF | ETF-Other | 0.57% | -0.02% | -0.71% | |
| 38 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.57% | +0.02% | -0.09% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.56% | +0.05% | +4.78% | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.56% | +0.01% | +4.25% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | +0.10% | -2.29% | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.54% | — | +9.75% | |
| 43 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.52% | -0.04% | -1.71% | |
| 44 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 0.52% | +0.07% | — | |
| 45 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.49% | +0.04% | +16.84% | |
| 46 | VLU | Ss Spdr S&p 1500 Value Tilt | ETF-Other | 0.49% | — | +0.24% | |
| 47 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.48% | -0.01% | — | |
| 48 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | +0.02% | +0.82% | |
| 49 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.46% | +0.02% | +3.58% | |
| 50 | XITK | Ss Spdr F Inno Tech ETF | ETF-Tech | 0.45% | — | -0.84% |
According to official SEC Form 13F filings, Opulen Financial Group LLC reported a total U.S. public equity portfolio value of $159.0M across 90 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SCHD, SPY, IQLT) accounted for 26.8% of total reported equity market value during Q1 2025.
During Q1 2025, Opulen Financial Group LLC's top holdings by market value included SCHD (12.8%)、SPY (11.5%)、IQLT (6.7%). The largest single position, SCHD, represented 12.8% of total portfolio value.
In Q1 2025, Opulen Financial Group LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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