Opulen Financial Group LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), Opulen Financial Group LLC reported 87 stock positions worth $110.0 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 12.2% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 12.2%) and iShares MSCI International Q (IQLT, 6.1%).
- Most Recent 13F
- Q2 2026
- Location
- ARLINGTON, VA
- CIK
- 0002055099
- Portfolio Value
- $110.0M (Q4 2024)
- SEC Filing
- 0002055099-25-000001 ↗ filed Feb 6, 2025
Holdings Value
Holdings 87 stocks · $110.0M
| SPY SS SPDR S&P 500 ETF Trust-US | 12.22% | 22,934 | $13.4M | — |
| SCHD Schwab US DVD Equity ETF | 12.18% | 490,503 | $13.4M | — |
| IQLT iShares MSCI International Q | 6.08% | 180,162 | $6.7M | — |
| AMZN Amazon.com Inc. | 5.10% | 25,573 | $5.6M | — |
| IVV iShares Core S&P 500 ETF | 3.56% | 6,656 | $3.9M | — |
| VXF Vanguard Extended Market ETF | 3.48% | 20,166 | $3.8M | — |
| VOO Vanguard S&P 500 ETF | 3.05% | 6,227 | $3.4M | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.32% | 12,872 | $2.6M | — |
| QQQ Invesco QQQ Trust Series 1 | 2.19% | 4,710 | $2.4M | — |
| BSCT Invesco Bulletshares 2029 CB | 2.02% | 121,124 | $2.2M | — |
| BSCS Invesco Bulletshares 2028 CB | 1.95% | 106,661 | $2.1M | — |
| BSCQ Invesco Bulletshares 2026 CB | 1.83% | 103,602 | $2.0M | — |
| BSCU Invesco Bulletshares 2030 CB | 1.78% | 119,740 | $2.0M | — |
| BSCV Invesco Bulletshares 2031 CB | 1.76% | 120,351 | $1.9M | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.75% | 6,876 | $1.9M | — |
| BSCR Invesco Bulletshares 2027 CB | 1.67% | 94,270 | $1.8M | — |
| BSCW Invesco Bulletshares 2032 CB | 1.60% | 87,809 | $1.8M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.42% | 5,900 | $1.6M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 1.39% | 6,351 | $1.5M | — |
| BSCP Invesco Bulletshares 2025 CB | 1.36% | 72,635 | $1.5M | — |
| DGRO iShares Core Dividend Growth | 1.10% | 19,771 | $1.2M | — |
| SRLN SS Blackstone Sr Loan ETF | 1.08% | 28,569 | $1.2M | — |
| QUAL iShares MSCI USA Quality Fac | 1.08% | 6,675 | $1.2M | — |
| RSP Invesco S&P 500 Equal Weight | 0.97% | 6,100 | $1.1M | — |
| XMHQ Invesco S&P Midcap Qual ETF | 0.91% | 10,149 | $999K | — |
| QQQM Invesco Nasdaq 100 ETF | 0.90% | 4,718 | $993K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.87% | 3,300 | $956K | — |
| SPAB SS SPDR P Agg Bond ETF | 0.78% | 34,365 | $859K | — |
| AAPL Apple Inc. | 0.75% | 3,316 | $830K | — |
| BSCX Invesco Bulletshares 2033 CB | 0.75% | 39,911 | $823K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.73% | 1,968 | $808K | — |
| IJR iShares Core S&P Small-Cap E | 0.71% | 6,779 | $781K | — |
| NVDA Nvidia Corp. | 0.70% | 5,756 | $773K | — |
| SJNK SS SPDR BB St Hi Yield ETF | 0.70% | 30,593 | $772K | — |
| CNRG SS SPDR S&P Kensho CLP ETF | 0.69% | 12,579 | $762K | — |
| EMQQ Emg MKT Internet ETF-USA Inc. filed as EXCHANGE TRADED CONCEPTS TRU | 0.61% | 19,505 | $673K | — |
| BND Vanguard Total Bond Market | 0.60% | 9,241 | $665K | — |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.60% | 6,621 | $657K | — |
| IMCB iShares Morningstar Mid-Cap | 0.58% | 8,439 | $643K | — |
| MDY State Street SPDR S&P Midcap | 0.57% | 1,107 | $631K | — |
| FPE FT-Preferred Secur & Inc. ETF | 0.53% | 33,074 | $585K | — |
| MSFT Microsoft Corp. | 0.51% | 1,336 | $563K | — |
| VEA Vanguard Ftse Developed ETF | 0.50% | 11,602 | $555K | — |
| XITK SS SPDR F Inno Tech ETF | 0.49% | 3,099 | $539K | — |
| VLU SS SPDR S&P 1500 Value Tilt | 0.49% | 2,916 | $537K | — |
| QUS SS SPDR MSCI U Stratfact ETF | 0.47% | 3,348 | $518K | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.47% | 7,430 | $512K | — |
| SPSM SS SPDR P S&P 600 Small Cap | 0.46% | 11,361 | $510K | — |
| VEU Vanguard Ftse All-World Ex-U | 0.46% | 8,885 | $510K | — |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.46% | 10,115 | $508K | — |
| SUSA iShares ESG Optimized MSCI U | 0.45% | 4,050 | $492K | — |
| ISCB iShares Morningstar SM Cap | 0.45% | 8,374 | $491K | — |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.44% | 15,743 | $480K | — |
| EFIV SS SPDR S&P 500 ESG ETF | 0.44% | 8,491 | $480K | — |
| VNQ Vanguard Real Estate ETF | 0.41% | 5,116 | $456K | — |
| EAGG iShares ESG Aware US Aggrega | 0.41% | 9,747 | $453K | — |
| KOMP SS SPDR S&P Kensho Ne Comp | 0.40% | 8,734 | $444K | — |
| USMV iShares MSCI USA Min Vol Fac | 0.40% | 4,992 | $443K | — |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.36% | 7,304 | $399K | — |
| TSLA Tesla Inc. | 0.36% | 975 | $394K | — |
| MYCF State Street MY2026 Corporat | 0.34% | 15,016 | $374K | — |
| SPGP Invesco S&P 500 Garp ETF | 0.32% | 3,323 | $349K | — |
| FLRN SS SPDR BB Ig Float RT ETF | 0.32% | 11,307 | $347K | — |
| XLK SS Technology Select Sector | 0.31% | 1,466 | $341K | — |
| IGRO iShares Intl Div Growth ETF | 0.30% | 4,904 | $333K | — |
| META Meta Platforms Inc. Class A | 0.30% | 555 | $325K | — |
| IDEV iShares Core MSCI Dev MKTS | 0.29% | 5,028 | $324K | — |
| SMMV iShares MSCI USA Small-Cap M | 0.29% | 7,702 | $319K | — |
| ICF iShares Select U.S. REIT ETF | 0.28% | 5,077 | $306K | — |
| IWF iShares Russell 1000 Growth | 0.27% | 740 | $297K | — |
| BSMQ Invesco Bulletshares 2026 MB | 0.27% | 12,426 | $293K | — |
| ACWX iShares MSCI Acwi Ex US ETF | 0.26% | 5,406 | $282K | — |
| ESML iShares ESG Aware MSCI USA S | 0.25% | 6,531 | $275K | — |
| ESGD iShares Trust iShares ESG Aw | 0.24% | 3,538 | $269K | — |
| NFLX Netflix Inc. | 0.24% | 299 | $267K | — |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 0.24% | 3,646 | $264K | — |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.24% | 2,492 | $263K | — |
| MTUM iShares MSCI USA Momentum Fa | 0.22% | 1,194 | $247K | — |
| VIOO Vanguard S&P Small-Cap 600 E | 0.22% | 2,262 | $240K | — |
| BSSX Invesco Bulletshares 2033 MB | 0.22% | 9,264 | $239K | — |
| SPLV Invesco S&P 500 Low Volatili | 0.20% | 3,192 | $223K | — |
| HD Home Depot Inc. | 0.20% | 567 | $220K | — |
| ETN Eaton Corp. PLC | 0.20% | 649 | $215K | — |
| BSMW Invesco Bulletshares 2032 MB | 0.20% | 8,564 | $215K | — |
| T AT&T Inc. | 0.19% | 9,415 | $214K | — |
| BSMS Invesco Bulletshares 2028 MB | 0.18% | 8,684 | $203K | — |
| MJ Amplify ETF TR | 0.03% | 16,147 | $36K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 116 | $159.0M | SCHD, SPY, IQLT, IVV, VXF |
| Q1 2026 | 114 | $142.1M | SCHD, SPY, IQLT, IVV, AMZN |
| Q4 2025 | 108 | $137.3M | SPY, SCHD, IQLT, IVV, AMZN |
| Q3 2025 | 106 | $131.9M | SPY, SCHD, IQLT, AMZN, IVV |
| Q2 2025 | 100 | $121.9M | SPY, SCHD, IQLT, AMZN, IVV |
| Q1 2025 | 90 | $110.1M | SCHD, SPY, IQLT, AMZN, IVV |
| Q4 2024 | 87 | $110.0M | SPY, SCHD, IQLT, AMZN, IVV |