Opulen Financial Group LLC 13F Holdings

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.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SPDR S&P 500 ETF TRUSTSPY—22,699 5.1M11.46%
SCHWAB US DIVIDEND EQUITY ETFSCHDEquity511,992 4.0M10.60%
ISHARES MSCI INTL QUALITY FACTOR ETFIQLT—186,268$8.2M6.24%
AMAZON.COM INCAMZNEquity24,043$5.3M4.00%
ISHARES CORE S&P 500 ETFIVV—7,053$4.7M3.58%
VANGUARD EXTENDED MARKET INDEX FUNDVXF—20,256$4.2M3.21%
VANGUARD 500 INDEX FUNDVOO—6,241$3.8M2.90%
INVESCO BULLETSHARES 2030 CORPORATE BOND ETFBSCU—169,725$2.9M2.17%
VANGUARD SMALL-CAP VALUE INDEX FUNDVBR—13,614$2.8M2.15%
INVESCO BULLETSHARES 2029 CORPORATE BOND ETFBSCT—150,199$2.8M2.14%
INVESCO EXCH TRD SLF IDX FDBSCV—161,674$2.7M2.04%
INVESCO QQQ TRUST SERIES 1QQQ—4,425$2.7M2.01%
INVESCO BULLETSHARES 2028 CORPORATE BOND ETFBSCS—127,877$2.6M1.99%
INVESCO EXCH TRD SLF IDX FDBSCW—114,200$2.4M1.81%
INVESCO BULLETSHARES 2026 CORPORATE BOND ETFBSCQ—115,236$2.3M1.71%
INVESCO BULLETSHARES 2027 CORPORATE BOND ETFBSCR—111,357$2.2M1.66%
VANGUARD SMALL-CAP GROWTH INDEX FUNDVBK—7,127$2.1M1.61%
VANGUARD MID-CAP INDEX FUNDVO—6,067 .8M1.35%
VANGUARD SMALL-CAP INDEX FUNDVB—6,812 .7M1.31%
INVESCO BULLETSHARES 2025 CORPORATE BOND ETFBSCP—74,747 .5M1.17%
INVESCO EXCH TRD SLF IDX FDBSCX—69,208 .5M1.13%
INVESCO NASDAQ 100 ETFQQQM—5,550 .4M1.04%
ISHARES CORE DIVIDEND GROWTH ETFDGRO—19,743 .3M1.02%
ISHARES MSCI USA QUALITY FACTOR ETFQUAL—6,900 .3M1.02%
NVIDIA CORPNVDATechnology7,139 .3M1.01%