Opulen Financial Group LLC ETF holdings
Arlington, VA
Reported $143.9M in 96 ETFs in its Form 13F for June 30, 2026.
ETF value
$143.9M
ETFs held
96
Change from prior quarter
+11.2%
With price moves
ETFs as a share of its 13F
90.5%
of $159.0M
Top 10 of 96 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHD | Schwab U.S. Dividend Equity ETF | $18.0M | 567,755 | +2,238 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $17.7M | 23,752 | +264 shares |
| IQLT | iShares MSCI Intl Quality Factor ETF | $9.3M | 188,137 | +2,205 shares |
| IVV | iShares Core S&P 500 ETF | $6.5M | 8,660 | +19 shares |
| VXF | Vanguard Extended Market ETF | $5.1M | 20,672 | +184 shares |
| VOO | Vanguard S&P 500 ETF | $4.5M | 6,569 | −94 shares |
| BSCU | Invesco BulletShares 2030 Corporate Bond ETF | $3.5M | 209,440 | +2,905 shares |
| VBR | Vanguard Morningstar Small-Cap Value ETF | $3.4M | 14,072 | +266 shares |
| BSCT | Invesco BulletShares 2029 Corporate Bond ETF | $3.3M | 174,990 | +1,121 shares |
| QQQ | Invesco QQQ Trust | $3.2M | 4,361 | +19 shares |
86 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002055099. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Opulen Financial Group LLC own?
Opulen Financial Group LLC reported 96 ETF positions worth $143.9M in its Form 13F for June 30, 2026. The largest was SCHD, at $18.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.