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CIK: 0002055099
Total reported value
$159.0M
$159.0M
108 檔
31.4%
The Q4 2025 SEC filing reveals that Opulen Financial Group LLC held a total portfolio value of $159.0M, covering 108 public equity positions.
In Q4 2025, Opulen Financial Group LLC displayed an active expansion posture, initiating 3 new positions and adding to 88 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 | 11.61% | +0.41% | +3.00% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 10.87% | -0.89% | +6.27% | |
| 3 | IQLT | Ishares Msci International Q | ETF-Other | 6.21% | -0.19% | +0.75% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.88% | +0.11% | +10.27% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.74% | -0.43% | -7.39% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.09% | +0.23% | +0.18% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.95% | +0.04% | +3.35% | |
| 8 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 2.29% | -0.24% | +9.37% | |
| 9 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 2.22% | -0.24% | +7.49% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.11% | +0.04% | +0.66% | |
| 11 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 2.04% | -0.16% | +3.59% | |
| 12 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 2.01% | -0.21% | +4.86% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.00% | +0.26% | +1.13% | |
| 14 | BSCW | Invesco Bulletshares 2032 Cb | ETF-Other | 1.84% | -0.17% | +5.71% | |
| 15 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.69% | -0.18% | +3.05% | |
| 16 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.63% | -0.14% | +1.85% | |
| 17 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.57% | +0.14% | +0.22% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.34% | +0.07% | +5.04% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.34% | — | +4.71% | |
| 20 | BSCX | Invesco Bulletshares 2033 Cb | ETF-Other | 1.09% | -0.06% | +1.20% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.04% | +0.10% | +7.63% | |
| 22 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.02% | +0.13% | -0.56% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.01% | +0.03% | +1.36% | |
| 24 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.01% | -0.03% | +0.69% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.96% | +0.10% | +6.96% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.87% | — | +0.40% | |
| 27 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.78% | -0.08% | -3.94% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.77% | +0.07% | +0.70% | |
| 29 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.76% | — | +0.17% | |
| 30 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 0.74% | +0.07% | +2.55% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.73% | +0.02% | +8.47% | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.71% | +0.03% | -0.35% | |
| 33 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.69% | +0.21% | +274.98% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.67% | +0.03% | +8.99% | |
| 35 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.60% | +0.01% | +16.80% | |
| 36 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.60% | -0.05% | -0.56% | |
| 37 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.57% | +0.04% | +3.58% | |
| 38 | CNRG | Ss Spdr S&p Kensho Clp ETF | ETF-Other | 0.57% | -0.02% | -19.61% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.56% | +0.05% | +0.59% | |
| 40 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.56% | +0.02% | +29.84% | |
| 41 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.55% | -0.09% | +3.80% | |
| 42 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.54% | -0.05% | -0.87% | |
| 43 | BND | Vanguard Total Bond Market | ETF-Other | 0.53% | -0.05% | +5.29% | |
| 44 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.52% | — | +0.20% | |
| 45 | DFIC | Dimensional International Co | ETF-Other | 0.46% | -0.02% | +8.37% | |
| 46 | VLU | Ss Spdr S&p 1500 Value Tilt | ETF-Other | 0.45% | — | +0.48% | |
| 47 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.44% | -0.04% | +1.57% | |
| 48 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +0.02% | +0.29% | |
| 49 | EMQQ | Emg Mkt Internet Etf-usa Inc | ETF-Other | 0.43% | -0.20% | EXIT | |
| 50 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.43% | +0.01% | +1.41% |
According to official SEC Form 13F filings, Opulen Financial Group LLC reported a total U.S. public equity portfolio value of $159.0M across 108 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, SCHD, IQLT) accounted for 31.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
DFAS
市值: $369.2K
Top Position Liquidated / Trimmed
BSCP
前期市值: $1.5M
During Q4 2025, Opulen Financial Group LLC's top holdings by market value included SPY (11.6%)、SCHD (10.9%)、IQLT (6.2%). The largest single position, SPY, represented 11.6% of total portfolio value.
In Q4 2025, Opulen Financial Group LLC made 109 total portfolio adjustments, initiating 3 new buys, adding to 88 positions, trimming 17 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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