Opulen Financial Group LLC
Net buyer this quarter
$159M
33
+$1.48M
21.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPY | $17.7M | 11.16% | Not reported | +1.1% | Q4 2024 |
 AMZN | $4.27M | 2.69% | 0.00% | -15.8% | Q4 2024 |
 QQQ | $3.21M | 2.02% | Not reported | +0.4% | Q4 2024 |
 DFAX | $2.13M | 1.34% | Not reported | +22.4% | Q3 2025 |
 NVDA | $1.74M | 1.09% | 0.00% | +7.7% | Q4 2024 |
 AAPL | $1.63M | 1.03% | 0.00% | +8.7% | Q4 2024 |
 SCHK | $1.25M | 0.79% | 0.03% | +6.2% | Q1 2025 |
| MDY | $954K | 0.60% | Not reported | +0.2% | Q4 2024 |
 MSFT | $954K | 0.60% | 0.00% | +14.5% | Q4 2024 |
 IMCB | $889K | 0.56% | 0.01% | -0.1% | Q4 2024 |
| SPAB | $805K | 0.51% | Not reported | +0.8% | Q4 2024 |
 AMD | $702K | 0.44% | 0.00% | +1.1% | Q4 2025 |
 GOOG | $666K | 0.42% | Not reported | +25.2% | Q3 2025 |
| SUSA | $658K | 0.41% | Not reported | +0.1% | Q4 2024 |
| GOOGL | $599K | 0.38% | 0.00% | +4.4% | Q2 2025 |
 AVGO | $590K | 0.37% | 0.00% | +13.6% | Q2 2025 |
 TSLA | $577K | 0.36% | 0.00% | +6.6% | Q4 2024 |
| SPMD | $528K | 0.33% | Not reported | +0.5% | Q4 2024 |
 META | $523K | 0.33% | Not reported | +15.7% | Q4 2024 |
| IDEV | $471K | 0.30% | Not reported | +1.5% | Q4 2024 |
 MU | $437K | 0.28% | 0.00% | New | Q2 2026 |
| MYCF | $403K | 0.25% | 0.01% | +1.1% | Q4 2024 |
 JPM | $373K | 0.23% | 0.00% | +15.6% | Q2 2025 |
 LLY | $311K | 0.20% | 0.00% | +16.1% | Q4 2025 |
 ETN | $309K | 0.19% | 0.00% | +1.7% | Q4 2024 |
| ICF | $296K | 0.19% | Not reported | +0.4% | Q4 2024 |
 BRK.B | $284K | 0.18% | Not reported | +14.6% | Q2 2025 |
 NFLX | $239K | 0.15% | 0.00% | -5.4% | Q4 2024 |
 JNJ | $234K | 0.15% | 0.00% | +7.7% | Q1 2026 |
 INTC | $229K | 0.14% | 0.00% | New | Q2 2026 |
| DIA | $226K | 0.14% | Not reported | Not reported | Q3 2025 |
 T | $217K | 0.14% | 0.00% | -1.9% | Q4 2024 |
 AMAT | $209K | 0.13% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| SPY | $15.3M | 10.75% | Not reported | +0.5% | Q4 2024 |
| AMZN | $4.43M | 3.12% | 0.00% | -4.4% | Q4 2024 |
| QQQ | $2.51M | 1.76% | Not reported | -3.0% | Q4 2024 |
| DFAX | $1.6M | 1.13% | Not reported | +63.1% | Q3 2025 |
| NVDA | $1.41M | 0.99% | 0.00% | +5.0% | Q4 2024 |
| AAPL | $1.32M | 0.93% | 0.00% | +6.7% | Q4 2024 |
| SCHK | $1.02M | 0.72% | 0.03% | +4.8% | Q1 2025 |
| MDY | $835K | 0.59% | Not reported | -0.7% | Q4 2024 |
| MSFT | $827K | 0.58% | 0.00% | +8.3% | Q4 2024 |
| SPAB | $802K | 0.56% | Not reported | -1.7% | Q4 2024 |
| IMCB | $769K | 0.54% | 0.01% | -0.8% | Q4 2024 |
| SUSA | $562K | 0.40% | Not reported | +0.2% | Q4 2024 |
| TSLA | $479K | 0.34% | 0.00% | +5.7% | Q4 2024 |
| GOOGL | $461K | 0.32% | 0.00% | +3.6% | Q2 2025 |
| SPMD | $460K | 0.32% | Not reported | +1.8% | Q4 2024 |
| META | $459K | 0.32% | Not reported | +3.6% | Q4 2024 |
| IDEV | $435K | 0.31% | Not reported | Not reported | Q4 2024 |
| GOOG | $432K | 0.30% | Not reported | +13.8% | Q3 2025 |
| AVGO | $426K | 0.30% | 0.00% | +9.4% | Q2 2025 |
| MYCF | $399K | 0.28% | 0.01% | -3.0% | Q4 2024 |
| NFLX | $341K | 0.24% | 0.00% | +10.2% | Q4 2024 |
| T | $310K | 0.22% | 0.00% | +8.9% | Q4 2024 |
| JPM | $290K | 0.20% | 0.00% | +2.5% | Q2 2025 |
| ICF | $270K | 0.19% | Not reported | -13.9% | Q4 2024 |
| ETN | $255K | 0.18% | 0.00% | +3.5% | Q4 2024 |
| AMD | $243K | 0.17% | 0.00% | +2.5% | Q4 2025 |
| BRK.B | $237K | 0.17% | Not reported | +2.1% | Q2 2025 |
 XOM | $216K | 0.15% | 0.00% | New | Q1 2026 |
| JNJ | $209K | 0.15% | 0.00% | New | Q1 2026 |
 TJX | $208K | 0.15% | 0.00% | New | Q1 2026 |
| LLY | $205K | 0.14% | 0.00% | +6.7% | Q4 2025 |
| Q4 2025 | |||||
| SPY | $15.9M | 11.61% | Not reported | +3.0% | Q4 2024 |
| AMZN | $5.14M | 3.74% | 0.00% | -7.4% | Q4 2024 |
| QQQ | $2.75M | 2.00% | Not reported | +1.1% | Q4 2024 |
| NVDA | $1.43M | 1.04% | 0.00% | +7.6% | Q4 2024 |
| AAPL | $1.32M | 0.96% | 0.00% | +7.0% | Q4 2024 |
| SCHK | $1.02M | 0.74% | 0.03% | +2.6% | Q1 2025 |
| MSFT | $997K | 0.73% | 0.00% | +8.5% | Q4 2024 |
| DFAX | $947K | 0.69% | Not reported | +275.0% | Q3 2025 |
| MDY | $822K | 0.60% | Not reported | +16.8% | Q4 2024 |
| SPAB | $820K | 0.60% | Not reported | -0.6% | Q4 2024 |
| IMCB | $768K | 0.56% | 0.01% | +29.8% | Q4 2024 |
| SUSA | $592K | 0.43% | Not reported | +1.4% | Q4 2024 |
| TSLA | $548K | 0.40% | 0.00% | +6.3% | Q4 2024 |
| META | $511K | 0.37% | Not reported | +4.2% | Q4 2024 |
| GOOGL | $485K | 0.35% | 0.00% | +2.3% | Q2 2025 |
| SPMD | $442K | 0.32% | Not reported | +5.2% | Q4 2024 |
| AVGO | $435K | 0.32% | 0.00% | +9.8% | Q2 2025 |
| IDEV | $430K | 0.31% | Not reported | +1.9% | Q4 2024 |
| GOOG | $415K | 0.30% | Not reported | +18.9% | Q3 2025 |
| MYCF | $411K | 0.30% | 0.01% | +58.1% | Q4 2024 |
| JPM | $310K | 0.23% | 0.00% | +8.2% | Q2 2025 |
| ICF | $303K | 0.22% | Not reported | -3.2% | Q4 2024 |
| NFLX | $301K | 0.22% | 0.00% | -4.9% | Q4 2024 |
| AMD | $250K | 0.18% | 0.00% | New | Q4 2025 |
| BRK.B | $244K | 0.18% | Not reported | +6.4% | Q2 2025 |
| T | $244K | 0.18% | 0.00% | -3.2% | Q4 2024 |
 HD | $234K | 0.17% | 0.00% | +3.3% | Q4 2024 |
| LLY | $225K | 0.16% | 0.00% | New | Q4 2025 |
| ETN | $220K | 0.16% | 0.00% | +1.0% | Q4 2024 |
| DIA | $209K | 0.15% | Not reported | +0.5% | Q3 2025 |
| Q3 2025 | |||||
| SPY | $15.1M | 11.46% | Not reported | -1.2% | Q4 2024 |
| AMZN | $5.28M | 4.00% | 0.00% | -2.1% | Q4 2024 |
| QQQ | $2.66M | 2.01% | Not reported | -8.2% | Q4 2024 |
| NVDA | $1.33M | 1.01% | 0.00% | -6.3% | Q4 2024 |
| AAPL | $1.16M | 0.88% | 0.00% | +14.8% | Q4 2024 |
| MSFT | $985K | 0.75% | 0.00% | +3.5% | Q4 2024 |
| SCHK | $976K | 0.74% | 0.03% | +0.3% | Q1 2025 |
| SPAB | $828K | 0.63% | Not reported | -0.9% | Q4 2024 |
| MDY | $695K | 0.53% | Not reported | +0.4% | Q4 2024 |
| IMCB | $594K | 0.45% | 0.01% | -12.2% | Q4 2024 |
| SUSA | $568K | 0.43% | Not reported | +3.2% | Q4 2024 |
| META | $547K | 0.41% | Not reported | +2.5% | Q4 2024 |
| TSLA | $510K | 0.39% | 0.00% | +14.8% | Q4 2024 |
| SPMD | $415K | 0.31% | Not reported | -1.3% | Q4 2024 |
| IDEV | $410K | 0.31% | Not reported | Not reported | Q4 2024 |
| NFLX | $405K | 0.31% | 0.00% | +0.3% | Q4 2024 |
| AVGO | $378K | 0.29% | 0.00% | +33.7% | Q2 2025 |
| GOOGL | $368K | 0.28% | 0.00% | +17.4% | Q2 2025 |
| ICF | $323K | 0.24% | Not reported | +2.8% | Q4 2024 |
| T | $286K | 0.22% | 0.00% | +5.3% | Q4 2024 |
| JPM | $280K | 0.21% | 0.00% | +21.6% | Q2 2025 |
| GOOG | $271K | 0.21% | Not reported | New | Q3 2025 |
| HD | $267K | 0.20% | 0.00% | +12.9% | Q4 2024 |
| MYCF | $261K | 0.20% | 0.00% | +1.1% | Q4 2024 |
| ETN | $256K | 0.19% | 0.00% | +4.0% | Q4 2024 |
| DFAX | $242K | 0.18% | Not reported | New | Q3 2025 |
| BRK.B | $229K | 0.17% | Not reported | -62.9% | Q2 2025 |
| DIA | $201K | 0.15% | Not reported | New | Q3 2025 |