Opulen Financial Group LLC

RIA/Wealth

Opulen Financial Group LLC is a RIA/Wealth based in Arlington, VA led by Tomasz John Cymer, reporting $135.3M in AUM as of Q3 2025 with 91% ETF concentration and minimal technology exposure.

Managing PartnerTomasz John Cymer

Portfolio Value: $131.7M
Positions: 105
Top Holding: SPY at 11.49%
Last Reported: Q3 2025

Address3101 Wilson Blvd, Suite 500, Arlington, VA, 22201, United States

Top Holdings

Largest long holdings in Opulen Financial Group LLC's portfolio (48.6% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$15.1M	11.49%	-$184.5K Sold	— 22.7K shares	Q4 2024 Held for 11 months
2 Schwab US Dividend Equity SCHD	ETF ETF	$14.0M	10.62%	+$236.1K Bought	— 512.0K shares	Q4 2024 Held for 11 months
3 IQLT iShares MSCI Intl Quality Factor IQLT	ETF ETF	$8.2M	6.25%	+$57.7K Bought	— 186.3K shares	Q4 2024 Held for 11 months
4 Amazon AMZN	Specialty Retail Consumer Cyclical	$5.3M	4.01%	-$111.5K Sold	0.00% 24.0K shares	Q4 2024 Held for 11 months
5 iShares Core S&P 500 ETF IVV	ETF ETF	$4.7M	3.59%	-$32.8K Sold	— 7.1K shares	Q4 2024 Held for 11 months
6 Vanguard Extended Market VXF	ETF ETF	$4.2M	3.22%	+$1.5K Bought	— 20.3K shares	Q4 2024 Held for 11 months
7 Vanguard S&P 500 ETF VOO	ETF ETF	$3.8M	2.90%	+$128.6K Bought	— 6.2K shares	Q4 2024 Held for 11 months
8 Invesco BulletShares 2030 Corporate Bond ETF BSCU	ETF ETF	$2.9M	2.18%	+$425.6K Bought	— 169.7K shares	Q4 2024 Held for 11 months
9 Vanguard Small-Cap Value VBR	ETF ETF	$2.8M	2.16%	+$53.0K Bought	— 13.6K shares	Q4 2024 Held for 11 months
10 Invesco BulletShares 2029 Corporate Bond BSCT	ETF ETF	$2.8M	2.15%	+$305.1K Bought	— 150.2K shares	Q4 2024 Held for 11 months

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Opulen Financial Group LLC's latest filing

See all changes

GthenC

Market Value

$131.7M

Prior: $121.7M

Q/Q Change

+8.22%

+$10.0M

Net Flows % of MV

+2.86%

Turnover Ratio

3.05%

New Purchases

8 stocks

$2.2M

Added To

67 stocks

+$3.7M

Sold Out Of

2 stocks

$590.9K

Reduced Holdings

26 stocks

-$1.6M

Increased Positions

Position	Shares Δ	Change
1 Dimensional International Core Equity 2 DFIC	New	0 → 17.1K +$560.1K
2 Dimensional Emerging Markets Core Equity 2 DFEM	New	0 → 9.1K +$291.3K
3 Alphabet Inc. GOOG	New	0 → 1.1K +$270.8K
4 Dimensional World ex U.S. Core Equity 2 DFAX	New	0 → 7.7K +$242.2K
5 iShares Morningstar Small-Cap Growth ISCG	New	0 → 4.0K +$217.6K

Decreased Positions

Position	Shares Δ	Change
1 Costco Wholesale COST	Sold	383.0 → 0 −$379.1K
2 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	Sold	2.3K → 0 −$211.8K
3 Berkshire Hathaway BRK.B	-62.93%	1.2K → 456.0 −$389.1K
4 SPDR S&P Kensho New Economies Composite KOMP	-12.33%	8.0K → 7.0K −$61.5K
5 iShares Morningstar Mid-Cap IMCB	-12.23%	8.1K → 7.2K −$82.8K