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Opulen Financial Group LLC

Q4 2025 13F Holdings

  • Location
    arlington, VA
  • Num holdings

    108

  • Value ($000)

    $137,278

  • Date Filed
    02/10/2026
  • Form type
    13F-HR
  • CIK
    0002055099
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$15.94M
12 %

23,381

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$14.93M
11 %

544,113

I
IQLT

ISHARES TR

MSCI INTL QUALTY
46434V456
$8.53M
6 %

187,673

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$5.33M
4 %

7,777

A
AMZN

AMAZON COM INC

COM
023135106
$5.14M
4 %

22,267

V
VXF

VANGUARD INDEX FDS

EXTEND MKT ETF
922908652
$4.24M
3 %

20,292

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$4.05M
3 %

6,450

B
BSCU

INVESCO EXCH TRD SLF IDX FD

INVSCO 30 CORP
46138J460
$3.14M
2 %

185,626

B
BSCT

INVESCO EXCH TRD SLF IDX FD

BULETSHS 2029
46138J577
$3.04M
2 %

161,452

V
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
922908611
$2.9M
2 %

13,704

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