Opulen Financial Group LLC 13F Holdings
CIK 0002055099 · ARLINGTON, VA
As of Sep 30, 2025, Opulen Financial Group LLC reported 106 positions worth
CIK 0002055099 · ARLINGTON, VA
As of Sep 30, 2025, Opulen Financial Group LLC reported 106 positions worth
31.9M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 22,699 | 5.1M | 11.46% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 511,992 | 4.0M | 10.60% |
| ISHARES MSCI INTL QUALITY FACTOR ETF | IQLT | — | 186,268 | $8.2M | 6.24% |
| AMAZON.COM INC | AMZN | Equity | 24,043 | $5.3M | 4.00% |
| ISHARES CORE S&P 500 ETF | IVV | — | 7,053 | $4.7M | 3.58% |
| VANGUARD EXTENDED MARKET INDEX FUND | VXF | — | 20,256 | $4.2M | 3.21% |
| VANGUARD 500 INDEX FUND | VOO | — | 6,241 | $3.8M | 2.90% |
| INVESCO BULLETSHARES 2030 CORPORATE BOND ETF | BSCU | — | 169,725 | $2.9M | 2.17% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 13,614 | $2.8M | 2.15% |
| INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | BSCT | — | 150,199 | $2.8M | 2.14% |
| INVESCO EXCH TRD SLF IDX FD | BSCV | — | 161,674 | $2.7M | 2.04% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 4,425 | $2.7M | 2.01% |
| INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | BSCS | — | 127,877 | $2.6M | 1.99% |
| INVESCO EXCH TRD SLF IDX FD | BSCW | — | 114,200 | $2.4M | 1.81% |
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | BSCQ | — | 115,236 | $2.3M | 1.71% |
| INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | BSCR | — | 111,357 | $2.2M | 1.66% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 7,127 | $2.1M | 1.61% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 6,067 | .8M | 1.35% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 6,812 | .7M | 1.31% |
| INVESCO BULLETSHARES 2025 CORPORATE BOND ETF | BSCP | — | 74,747 | .5M | 1.17% |
| INVESCO EXCH TRD SLF IDX FD | BSCX | — | 69,208 | .5M | 1.13% |
| INVESCO NASDAQ 100 ETF | QQQM | — | 5,550 | .4M | 1.04% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 19,743 | .3M | 1.02% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 6,900 | .3M | 1.02% |
| NVIDIA CORP | NVDA | Technology | 7,139 | .3M | 1.01% |