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Opulen Financial Group LLC - Portfolio Stock Holdings

Opulen Financial Group LLC disclosed 119 stock positions in a recent SEC 13F filing. $162,949,372 of stock holdings were filed, with the largest holdings including SPY, SCHD, and IQLT. This filing represented positions held on Sept. 30, 2026, and was filed today.

We estimate the fund has a total AUM of $171,825,919 and has 1 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

119

Est. Stock Holding Value:

$162,949,372

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Opulen Financial Group LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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