Opulen Financial Group LLC - Portfolio overview

Opulen Financial Group LLC has 119 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Technology.

Largest reported holdings by portfolio allocation

1. SCHD - SCHWAB STRATEGIC TR, 12.00%
2. SPY - STATE STR SPDR S&P 500 ETF T, 10.56%
3. IQLT - ISHARES TR, 5.94%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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