Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Opulen Financial Group LLC

•CIK: 2055099•Filing: Q4 2025

**Opulen Financial Group LLC** manages $137M across a diversified portfolio of 108 positions. The fund exhibits a clear tilt toward established market leaders and dividend-focused equities, evidenced by top holdings including SPY ($15.9M) and SCHD ($14.9M). Significant allocations are also maintained in broad market ETFs such as IVV ($5.3M) and VOO ($4.0M). This structure suggests a disciplined, core-and-satellite approach emphasizing stability alongside growth potential.

Total AUM

$137.3M

QoQ Performance

+4.1%

Positions

41

Top 10 Concentration

49.0%

Latest Filing

Q4 2025

Top Holdings Allocation

SPY

SCHD

IQLT

SPY11.6%

SCHD10.9%

IQLT6.2%

IVV3.9%

AMZN3.7%

VXF3.1%

VOO2.9%

BSCU2.3%

📈 Biggest Buys

SCHWAB STRATEGIC TR

+6.3%

10.9% of portfolio

DIMENSIONAL ETF TRUST

+275.0%

0.7% of portfolio

ISHARES TR

+10.3%

3.9% of portfolio

SPDR S&P 500 ETF TR

+3.0%

11.6% of portfolio

DIMENSIONAL ETF TRUST

NEW

0.3% of portfolio

📉 Biggest Sells

AMAZON COM INC

-7.4%

3.7% of portfolio

SPDR SERIES TRUST

-19.6%

0.6% of portfolio

EXCHANGE TRADED CONCEPTS TRU

-13.2%

0.4% of portfolio

SPDR SERIES TRUST

-9.2%

0.3% of portfolio

SSGA ACTIVE ETF TR

-3.9%

0.8% of portfolio

Sector Breakdown

Other72.0%

ETF18.4%

Consumer4.3%

Technology4.3%

Financial0.4%

Communication0.4%

Healthcare0.2%

🚪 Exited Positionssold since Q3 2025

INVESCO EXCH TRD SLF IDX FD

SOLD

$1.5M

Changes from Q3 2025

NEW3 new positions

↑88 increased

↓17 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

SPDR S&P 500 ETF TR

SCHWAB STRATEGIC TR

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