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CIK: 0002055099
Total reported value
$159.0M
$159.0M
106 檔
29.8%
As reported in its official Q3 2025 Form 13F filing, Opulen Financial Group LLC's tracked investment portfolio stood at $159.0M with 106 total positions.
In Q3 2025, Opulen Financial Group LLC displayed an active expansion posture, initiating 17 new positions and adding to 65 existing holdings, outstripping position reductions.
| # | 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 | 11.46% | +0.41% | -1.21% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 10.60% | -0.89% | +1.72% | |
| 3 | IQLT | Ishares Msci International Q | ETF-Other | 6.24% | -0.19% | +0.71% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.00% | -0.43% | -2.07% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.58% | +0.11% | -0.69% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.21% | +0.23% | +0.03% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.90% | +0.04% | +3.48% | |
| 8 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 2.17% | -0.24% | +17.42% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.15% | +0.04% | +1.90% | |
| 10 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 2.14% | -0.24% | +12.11% | |
| 11 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 2.04% | -0.16% | +18.79% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.01% | +0.26% | -8.21% | |
| 13 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.99% | -0.21% | +9.68% | |
| 14 | BSCW | Invesco Bulletshares 2032 Cb | ETF-Other | 1.81% | -0.17% | +19.44% | |
| 15 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.71% | -0.18% | +5.72% | |
| 16 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.66% | -0.14% | +5.98% | |
| 17 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.61% | +0.14% | +3.23% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.35% | — | -0.77% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.31% | +0.07% | -1.66% | |
| 20 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 1.17% | — | -0.10% | |
| 21 | BSCX | Invesco Bulletshares 2033 Cb | ETF-Other | 1.13% | -0.06% | +31.63% | |
| 22 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.04% | +0.13% | -2.46% | |
| 23 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.02% | -0.03% | -0.12% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.02% | +0.03% | -0.32% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | +0.10% | -6.26% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.90% | — | +0.47% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.88% | +0.10% | +14.84% | |
| 28 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.85% | -0.08% | -2.46% | |
| 29 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.81% | — | +0.57% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.78% | +0.07% | +0.77% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.75% | +0.02% | +3.54% | |
| 32 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 0.74% | +0.07% | +0.28% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.73% | +0.03% | -1.18% | |
| 34 | CNRG | Ss Spdr S&p Kensho Clp ETF | ETF-Other | 0.69% | -0.02% | -4.10% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.63% | +0.03% | +0.72% | |
| 36 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.63% | -0.05% | -0.88% | |
| 37 | EMQQ | Emg Mkt Internet Etf-usa Inc | ETF-Other | 0.60% | -0.20% | EXIT | |
| 38 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.57% | -0.05% | -2.61% | |
| 39 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.57% | +0.04% | +0.37% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.56% | +0.05% | +0.64% | |
| 41 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.56% | -0.09% | +2.79% | |
| 42 | BND | Vanguard Total Bond Market | ETF-Other | 0.53% | -0.05% | +4.19% | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.53% | +0.01% | +0.43% | |
| 44 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.52% | — | +0.78% | |
| 45 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.46% | +0.02% | +0.14% | |
| 46 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.45% | -0.04% | +0.21% | |
| 47 | VLU | Ss Spdr S&p 1500 Value Tilt | ETF-Other | 0.45% | — | +0.44% | |
| 48 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.45% | +0.02% | -12.23% | |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +0.02% | +0.29% | |
| 50 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.44% | -0.01% | — |
According to official SEC Form 13F filings, Opulen Financial Group LLC reported a total U.S. public equity portfolio value of $159.0M across 106 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SPY, SCHD, IQLT) accounted for 29.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
DFIC
市值: $560.1K
Top Position Liquidated / Trimmed
BIL
前期市值: $382.6K
During Q3 2025, Opulen Financial Group LLC's top holdings by market value included SPY (11.5%)、SCHD (10.6%)、IQLT (6.2%). The largest single position, SPY, represented 11.5% of total portfolio value.
In Q3 2025, Opulen Financial Group LLC made 107 total portfolio adjustments, initiating 17 new buys, adding to 65 positions, trimming 24 holdings, and fully liquidating 1 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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