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Opulen Financial Group

Latest statistics and disclosures from Opulen Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, SCHD, IQLT, IVV, AMZN, and represent 36.32% of Opulen Financial Group's stock portfolio.
Added to shares of these 10 stocks: SCHD, DFAX, IVV, SPY, DFAS, NFLX, BSCU, AMD, XLK, LLY.
Started 3 new stock positions in LLY, DFAS, AMD.
Reduced shares in these 10 stocks: BSCP, AMZN, CNRG, EMQQ, XITK, SRLN, XSOE, ISCB, KOMP, ICF.
Sold out of its position in BSCP.
Opulen Financial Group was a net buyer of stock by $4.3M.
Opulen Financial Group has $137M in assets under management (AUM), dropping by 4.06%.
Central Index Key (CIK): 0002055099

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Portfolio Holdings for Opulen Financial Group

Opulen Financial Group holds 108 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	11.6	$16M	+3%	23k	681.91	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	10.9	$15M	+6%	544k	27.43	View chart
Ishares Tr Msci Intl Qualty (IQLT)	6.2	$8.5M		188k	45.45	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.9	$5.3M	+10%	7.8k	684.92	View chart
Amazon (AMZN)	3.7	$5.1M	-7%	22k	230.82	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	3.1	$4.2M		20k	209.12	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.9	$4.0M	+3%	6.5k	627.15	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	2.3	$3.1M	+9%	186k	16.92	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	2.2	$3.0M	+7%	162k	18.84	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.1	$2.9M		14k	211.78	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	2.0	$2.8M	+3%	168k	16.70	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	2.0	$2.8M	+4%	134k	20.60	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.0	$2.7M		4.5k	614.30	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	1.8	$2.5M	+5%	121k	20.88	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	1.7	$2.3M	+3%	119k	19.57	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.6	$2.2M		113k	19.74	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.6	$2.2M		7.1k	302.13	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.3	$1.8M	+5%	7.2k	257.94	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.3	$1.8M	+4%	6.4k	290.22	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)	1.1	$1.5M		70k	21.46	View chart
NVIDIA Corporation (NVDA)	1.0	$1.4M	+7%	7.7k	186.49	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.0	$1.4M		5.5k	252.92	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.0	$1.4M		7.0k	198.62	View chart
Ishares Tr Core Div Grwth (DGRO)	1.0	$1.4M		20k	69.42	View chart
Apple (AAPL)	1.0	$1.3M	+6%	4.9k	271.84	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.9	$1.2M		6.3k	191.55	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.8	$1.1M	-3%	26k	41.27	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$1.1M		3.2k	335.27	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.8	$1.0M		10k	102.42	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.7	$1.0M	+2%	31k	32.80	View chart
Microsoft Corporation (MSFT)	0.7	$997k	+8%	2.1k	483.51	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$978k		2.0k	487.83	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.7	$947k	+274%	29k	32.73	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$914k	+8%	7.6k	120.18	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.6	$822k	+16%	1.4k	603.38	View chart
Spdr Series Trust State Street Spd (SPAB)	0.6	$821k		32k	25.75	View chart
Spdr Series Trust State Street Spd (SPSM)	0.6	$785k	+3%	17k	46.86	View chart
Spdr Series Trust State Street Spd (CNRG)	0.6	$783k	-19%	8.8k	89.47	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$774k		12k	62.47	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.6	$768k	+29%	9.3k	82.73	View chart
Spdr Series Trust State Street Spd (BILS)	0.6	$762k	+3%	7.7k	99.21	View chart
Spdr Series Trust State Street Spd (SJNK)	0.5	$736k		29k	25.32	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$731k	+5%	9.9k	74.07	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.5	$711k		9.7k	73.56	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$638k	+8%	19k	34.46	View chart
Spdr Series Trust State Street Spd (VLU)	0.5	$622k		3.0k	210.64	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.4	$609k		33k	18.22	View chart
Spdr Series Trust State Street Spd (SPYM)	0.4	$603k		7.5k	80.22	View chart
Exchange Traded Concepts Tru Emqq The Emergin (EMQQ)	0.4	$592k	-13%	15k	40.36	View chart
Ishares Tr Esg Optimized (SUSA)	0.4	$592k		4.2k	139.35	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.4	$590k	-5%	15k	39.02	View chart
Spdr Series Trust State Street Spd (QUS)	0.4	$589k		3.4k	174.17	View chart
Spdr Series Trust State Street Spd (EFIV)	0.4	$574k		8.7k	66.15	View chart
Tesla Motors (TSLA)	0.4	$548k	+6%	1.2k	449.72	View chart
Meta Platforms Cl A (META)	0.4	$511k	+4%	775.00	659.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$485k	+2%	1.6k	312.93	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$483k		5.1k	94.16	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$471k		2.5k	191.03	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$470k	+2%	5.3k	88.50	View chart
Spdr Series Trust State Street Spd (XITK)	0.3	$468k	-9%	2.6k	178.42	View chart
Spdr Series Trust State Street Spd (SPMD)	0.3	$442k	+5%	7.6k	57.91	View chart
Broadcom (AVGO)	0.3	$435k	+9%	1.3k	346.10	View chart
Ishares Tr Core Msci Intl (IDEV)	0.3	$430k		5.2k	82.49	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$429k	+112%	3.0k	143.97	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.3	$423k		5.1k	82.77	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$415k	+18%	1.3k	313.81	View chart
Ssga Active Tr State Street My (MYCF)	0.3	$411k	+58%	16k	25.04	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.3	$409k	+36%	12k	33.08	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.3	$402k	-8%	6.2k	65.01	View chart
Spdr Series Trust State Street Spd (KOMP)	0.3	$400k	-4%	6.7k	59.73	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.3	$386k		8.1k	47.85	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.3	$381k		3.3k	113.84	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$369k	NEW	5.3k	69.67	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$356k		3.7k	95.09	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.3	$353k		7.2k	49.15	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$352k		743.00	473.13	View chart
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY)	0.3	$351k		17k	21.02	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.2	$339k		3.7k	90.66	View chart
Ishares Tr Msci Usa Smcp Mn (SMMV)	0.2	$336k		7.7k	43.33	View chart
Ishares Tr Esg Aware Msci (ESML)	0.2	$330k		7.2k	45.98	View chart
Spdr Series Trust State Street Spd (FLRN)	0.2	$310k		10k	30.73	View chart
JPMorgan Chase & Co. (JPM)	0.2	$310k	+8%	961.00	322.35	View chart
Ishares Tr Select Us Reit (ICF)	0.2	$303k	-3%	5.1k	59.67	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.2	$302k		13k	23.64	View chart
Netflix (NFLX)	0.2	$301k	+850%	3.2k	93.76	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$301k		1.2k	250.21	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.2	$278k	+3%	2.5k	110.94	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$253k		3.8k	67.13	View chart
Advanced Micro Devices (AMD)	0.2	$250k	NEW	1.2k	214.16	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSSX)	0.2	$248k		9.6k	25.85	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$244k	+6%	485.00	502.65	View chart
At&t (T)	0.2	$244k	-3%	9.8k	24.84	View chart
Home Depot (HD)	0.2	$234k	+3%	680.00	344.02	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$233k		2.4k	96.02	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.2	$232k		2.1k	111.79	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$231k		3.2k	71.41	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$226k		3.0k	75.44	View chart
Eli Lilly & Co. (LLY)	0.2	$225k	NEW	209.00	1074.68	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.2	$223k		4.0k	55.46	View chart
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW)	0.2	$222k		8.9k	25.11	View chart
Eaton Corp SHS (ETN)	0.2	$220k		690.00	318.65	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.2	$218k		9.4k	23.15	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.2	$216k		9.8k	22.02	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$210k		1.0k	204.91	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.2	$209k		8.9k	23.50	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$209k		435.00	480.11	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.2	$207k		2.8k	74.93	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.1	$205k		8.7k	23.66	View chart

Past Filings by Opulen Financial Group

SEC 13F filings are viewable for Opulen Financial Group going back to 2024

Opulen Financial Group 2025 Q4 filed Feb. 10, 2026
Opulen Financial Group 2025 Q3 filed Nov. 17, 2025
Opulen Financial Group 2025 Q2 filed July 23, 2025
Opulen Financial Group 2025 Q1 filed May 2, 2025
Opulen Financial Group 2024 Q4 filed Feb. 6, 2025

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