§ 13F · FUND PROFILE
Opulen Financial Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $121.9T (13F)Positions · 100Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$137.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 23K | $15.9T | 11.6% | NEW |
| 2 | SCHD | SCHWAB STRATEGIC TR | 544K | $14.9T | 10.9% | NEW |
| 3 | IQLT | ISHARES TR | 188K | $8.5T | 6.2% | NEW |
| 4 | IVV | ISHARES TR | 8K | $5.3T | 3.9% | NEW |
| 5 | AMZN | AMAZON COM INC | 22K | $5.1T | 3.7% | NEW |
| 6 | VXF | VANGUARD INDEX FDS | 20K | $4.2T | 3.1% | NEW |
| 7 | VOO | VANGUARD INDEX FDS | 6K | $4.0T | 2.9% | NEW |
| 8 | BSCU | INVESCO EXCH TRD SLF IDX FD | 186K | $3.1T | 2.3% | NEW |
| 9 | BSCT | INVESCO EXCH TRD SLF IDX FD | 161K | $3.0T | 2.2% | NEW |
| 10 | VBR | VANGUARD INDEX FDS | 14K | $2.9T | 2.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OPULEN SIGNAL
AC read
Opulen Financial Group LLC is a Other fund managing $121909.3 trillion in assets. The fund runs a portfolio of 100 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed