Opulen Financial Group LLC
Q2 2025 13F Holdings
- Locationarlington, VA
- Num holdings
100
- Value ($000)
$121,909
- Date Filed07/23/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $14.20M | 12 % | 22,976 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $13.34M | 11 % | 503,342 | ||
IQLT ISHARES TR | MSCI INTL QUALTY | 46434V456 | $7.99M | 7 % | 184,963 | ||
AMZN AMAZON COM INC | COM | 023135106 | $5.39M | 4 % | 24,551 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $4.41M | 4 % | 7,102 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $3.90M | 3 % | 20,249 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $3.43M | 3 % | 6,031 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $2.66M | 2 % | 4,821 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $2.61M | 2 % | 13,360 | ||
BSCT INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | 46138J577 | $2.51M | 2 % | 133,979 |
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