Opulen Financial Group LLC reported 21 positions worth $17.32M for the quarter ended Sep 30, 2026, up 14.7% on the prior quarter. It opened 2 new positions, added to 18, trimmed 1 and exited 1. Its largest holding is Amazon Com Inc at 26.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | +768 | +13.6% | $255.77K | 12.31% |
| MSFT Microsoft Corp | +473 | +18.5% | $242.64K | 8.97% |
| XOM ExxonMobil Holdings Corp | +1,440 | – | $234.36K | 1.35% |
| V Visa Inc. | +599 | – | $215.24K | 1.24% |
| NVDA Nvidia Corp | +721 | +8.3% | $164.66K | 12.41% |
| GOOGL Alphabet Inc. | +153 | +9.1% | $52.63K | 3.63% |
| AMZN Amazon Com Inc | +191 | +1.1% | $47.59K | 26.05% |
| META Meta Platforms, Inc. | +61 | +6.6% | $44.24K | 4.15% |
| MU Micron Technology Inc | +30 | +7.9% | $31.95K | 2.52% |
| TSLA Tesla, Inc. | +90 | +6.6% | $31.93K | 3% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| AMAT Applied Materials Inc | -289 | $208.95K | 1.38% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN Amazon Com Inc | Consumer Discretionary | 18.1K | $4.51M | 26.05% | +191 | +1.1% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 9,411 | $2.15M | 12.41% | +721 | +8.3% | Added | 0% |
| 3 | AAPL Apple Inc. | Technology | 6,401 | $2.13M | 12.31% | +768 | +13.6% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 3,030 | $1.55M | 8.97% | +473 | +18.5% | Added | 0% |
| 5 | META Meta Platforms, Inc. | Technology | 990 | $717.99K | 4.15% | +61 | +6.6% | Added | 0% |
| 6 | AMD Advanced Micro Devices Inc | Technology | 1,065 | $651.52K | 3.76% | -144 | -11.9% | Reduced | 0% |
| 7 | GOOG Alphabet Inc. | Technology | 1,894 | $645.39K | 3.73% | +10 | +0.5% | Added | 0% |
| 8 | GOOGL Alphabet Inc. | Technology | 1,829 | $629.21K | 3.63% | +153 | +9.1% | Added | 0% |
| 9 | AVGO Broadcom Inc. | Technology | 1,638 | $575.25K | 3.32% | +75 | +4.8% | Added | 0% |
| 10 | TSLA Tesla, Inc. | Consumer Discretionary | 1,463 | $519.09K | 3% | +90 | +6.6% | Added | 0% |
| 11 | MU Micron Technology Inc | Technology | 409 | $435.63K | 2.52% | +30 | +7.9% | Added | 0% |
| 12 | JPM Jpmorgan Chase & Co | Financial Services | 1,188 | $392.87K | 2.27% | +49 | +4.3% | Added | 0% |
| 13 | ETN Eaton Corp plc | Industrials | 750 | $322.42K | 1.86% | +24 | +3.3% | Added | 0% |
| 14 | LLY ELI LILLY & Co | Healthcare | 278 | $321.67K | 1.86% | +19 | +7.3% | Added | 0% |
| 15 | BRK-B Berkshire Hathaway Inc | Financial Services | 616 | $306.74K | 1.77% | +49 | +8.6% | Added | 0% |
Tip. Select a row to see that position’s full history at Opulen Financial.
As of its Q3 2026 13F filing, Opulen Financial Group LLC’s five largest positions were Amazon Com Inc (AMZN) at 26.1%, Nvidia Corp (NVDA) at 12.4%, Apple Inc. (AAPL) at 12.3%, Microsoft Corp (MSFT) at 9.0%, Meta Platforms, Inc. (META) at 4.1% of the reported portfolio.
Opulen Financial Group LLC reported a 13F portfolio worth $17.32M across 21 positions for Q3 2026. That is up 14.7% from the previous quarter.
Its largest purchases by value were Apple Inc. ($255.77K), Microsoft Corp ($242.64K), ExxonMobil Holdings Corp ($234.36K). It opened 2 new positions.
Its largest sales by value were Applied Materials Inc ($208.95K), Advanced Micro Devices Inc ($88.09K). It exited 1 positions entirely.
From the Form 13F-HR reports Opulen Financial Group LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.