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CIK: 0002055099
Total reported value
$162.9M
$162.9M
100 檔
27.8%
At the close of Q2 2025, Opulen Financial Group LLC disclosed equity holdings valued at approximately $162.9M, spread across 100 reported holdings.
During Q2 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 11.64% | +0.35% | +1.26% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 10.94% | +0.19% | -0.26% | |
| 3 | IQLT | Ishares Msci International Q | ETF-Other | 6.56% | -0.29% | -0.29% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.42% | +0.08% | -0.22% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.62% | — | +3.91% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.20% | -0.22% | +0.10% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.81% | -0.04% | -6.53% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.18% | -0.11% | +2.82% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.14% | -0.20% | +1.42% | |
| 10 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 2.06% | -0.01% | +3.47% | |
| 11 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 1.99% | +0.05% | +6.67% | |
| 12 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.96% | +0.04% | +5.67% | |
| 13 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 1.85% | +0.03% | +3.71% | |
| 14 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.75% | -0.07% | +2.20% | |
| 15 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.69% | +0.07% | +5.71% | |
| 16 | BSCW | Invesco Bulletshares 2032 Cb | ETF-Other | 1.62% | +0.10% | +5.10% | |
| 17 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.57% | -0.21% | -1.19% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.40% | -0.05% | +3.96% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.35% | -0.11% | +7.45% | |
| 20 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 1.27% | — | -1.73% | |
| 21 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.06% | -0.02% | +19.11% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.04% | -0.08% | +3.59% | |
| 23 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.04% | -0.06% | -0.39% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | +0.23% | +35.42% | |
| 25 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.94% | -0.06% | -4.25% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.93% | -0.03% | +0.80% | |
| 27 | BSCX | Invesco Bulletshares 2033 Cb | ETF-Other | 0.91% | +0.04% | +9.32% | |
| 28 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.82% | -0.06% | -2.64% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.77% | — | -3.03% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.75% | +0.35% | +36.30% | |
| 31 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 0.74% | +0.44% | +43.31% | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.73% | +0.02% | +3.30% | |
| 33 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.68% | -0.14% | +1.01% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.67% | +0.28% | +19.26% | |
| 35 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.63% | -0.08% | -1.40% | |
| 36 | EMQQ | Emg Mkt Internet Etf-usa Inc | ETF-Other | 0.63% | — | -5.91% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.62% | -0.07% | — | |
| 38 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.59% | -0.07% | +10.85% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.57% | -0.02% | +0.66% | |
| 40 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.56% | +0.02% | +21.35% | |
| 41 | CNRG | Ss Spdr S&p Kensho Clp ETF | ETF-Other | 0.55% | -0.20% | -9.09% | |
| 42 | BND | Vanguard Total Bond Market | ETF-Other | 0.54% | -0.04% | +0.94% | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.54% | -0.05% | +0.69% | |
| 44 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.53% | -0.03% | -3.34% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.53% | -0.02% | -1.79% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.49% | +0.01% | — | |
| 47 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.48% | -0.02% | +0.95% | |
| 48 | XITK | Ss Spdr F Inno Tech ETF | ETF-Tech | 0.47% | -0.03% | -1.85% | |
| 49 | VLU | Ss Spdr S&p 1500 Value Tilt | ETF-Other | 0.46% | -0.01% | +0.03% | |
| 50 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.45% | -0.06% | -1.76% |
According to official SEC Form 13F filings, Opulen Financial Group LLC reported a total U.S. public equity portfolio value of $162.9M across 100 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, SCHD, IQLT) accounted for 27.8% of total reported equity market value during Q2 2025.
During Q2 2025, Opulen Financial Group LLC's top holdings by market value included SPY (11.6%)、SCHD (10.9%)、IQLT (6.6%). The largest single position, SPY, represented 11.6% of total portfolio value.
In Q2 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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