Opulen Financial Group LLC
Q3 2025 13F Holdings
- Locationarlington, VA
- Num holdings
106
- Value ($000)
$131,917
- Date Filed11/17/2025
- Form type13F-HR
- CIK0002055099
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $15.12 M | 12 % | 22,699 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $13.98 M | 11 % | 511,992 | ||
IQLT ISHARES TR | MSCI INTL QUALTY | 46434V456 | $8.23 M | 6 % | 186,268 | ||
AMZN AMAZON COM INC | COM | 023135106 | $5.28 M | 4 % | 24,043 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $4.72 M | 4 % | 7,053 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $4.24 M | 3 % | 20,256 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $3.82 M | 3 % | 6,241 | ||
BSCU INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | 46138J460 | $2.87 M | 2 % | 169,725 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $2.84 M | 2 % | 13,614 | ||
BSCT INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | 46138J577 | $2.83 M | 2 % | 150,199 |
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