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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, AMZN, IVV, and represent 35.88% of Opulen Financial Group's stock portfolio.
Added to shares of these 10 stocks: DFIC, BSCV, BSCU, BSCW, BSCX, BSCT, DFEM, GOOG, DFAX, SCHD.
Started 8 new stock positions in SMMD, DFAX, DIA, GOOG, DFEM, ISCG, DFIC, VOOV.
Reduced shares in these 10 stocks: BRK.B, , QQQ, BIL, SPY, AMZN, NVDA, IMCB, EMQQ, KOMP.
Sold out of its positions in COST, BIL.
Opulen Financial Group was a net buyer of stock by $3.8M.
Opulen Financial Group has $132M in assets under management (AUM), dropping by 8.21%.
Central Index Key (CIK): 0002055099

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Portfolio Holdings for Opulen Financial Group

Opulen Financial Group holds 106 positions in its portfolio as reported in the September 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)	11.5	$15M		23k	666.17	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	10.6	$14M		512k	27.30	View chart
Ishares Tr Msci Intl Qualty (IQLT)	6.2	$8.2M		186k	44.19	View chart
Amazon (AMZN)	4.0	$5.3M	-2%	24k	219.57	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.6	$4.7M		7.1k	669.34	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	3.2	$4.2M		20k	209.34	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.9	$3.8M	+3%	6.2k	612.34	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	2.2	$2.9M	+17%	170k	16.90	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.2	$2.8M		14k	208.71	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	2.1	$2.8M	+12%	150k	18.81	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	2.0	$2.7M	+18%	162k	16.68	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.0	$2.7M	-8%	4.4k	600.44	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	2.0	$2.6M	+9%	128k	20.57	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	1.8	$2.4M	+19%	114k	20.88	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	1.7	$2.3M	+5%	115k	19.56	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.7	$2.2M	+5%	111k	19.71	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.6	$2.1M	+3%	7.1k	297.62	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.4	$1.8M		6.1k	293.73	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.3	$1.7M		6.8k	254.28	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	1.2	$1.5M		75k	20.69	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)	1.1	$1.5M	+31%	69k	21.47	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.0	$1.4M	-2%	5.6k	247.12	View chart
Ishares Tr Core Div Grwth (DGRO)	1.0	$1.3M		20k	68.08	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.0	$1.3M		6.9k	194.49	View chart
NVIDIA Corporation (NVDA)	1.0	$1.3M	-6%	7.1k	186.59	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.9	$1.2M		6.2k	189.71	View chart
Apple (AAPL)	0.9	$1.2M	+14%	4.5k	254.62	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.9	$1.1M	-2%	27k	41.58	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.8	$1.1M		10k	104.96	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$1.0M		3.1k	328.12	View chart
Microsoft Corporation (MSFT)	0.7	$985k	+3%	1.9k	518.02	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.7	$976k		30k	32.12	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$964k		2.0k	479.55	View chart
Spdr Series Trust S&p Kensho Clean (CNRG)	0.7	$917k	-4%	11k	84.17	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$829k		7.0k	118.83	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.6	$828k		32k	25.85	View chart
Exchange Traded Concepts Tru Emqq The Emergin (EMQQ)	0.6	$786k	-7%	17k	46.43	View chart
Spdr Series Trust Bloomberg Sht Te (SJNK)	0.6	$751k	-2%	29k	25.60	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.6	$749k		16k	46.32	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$738k		12k	59.92	View chart
Spdr Series Trust Bloomberg 3-12 M (BILS)	0.6	$736k	+2%	7.4k	99.53	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$697k	+4%	9.4k	74.37	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.5	$695k		1.2k	595.90	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.5	$689k		9.7k	71.37	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.5	$609k		16k	37.94	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.5	$600k		33k	18.24	View chart
Spdr Series Trust SPDR S&P1500VL (VLU)	0.5	$600k		2.9k	204.15	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.5	$594k	-12%	7.2k	83.05	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.4	$588k		7.5k	78.34	View chart
Spdr Series Trust Msci Usa Strtgic (QUS)	0.4	$575k		3.4k	171.21	View chart
Ishares Tr Esg Optimized (SUSA)	0.4	$568k	+3%	4.2k	135.67	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.4	$560k	NEW	17k	32.79	View chart
Spdr Series Trust Factst Inv Etf (XITK)	0.4	$550k	-4%	2.9k	190.42	View chart
Spdr Series Trust S&p 500 Esg Etf (EFIV)	0.4	$550k		8.6k	63.59	View chart
Meta Platforms Cl A (META)	0.4	$547k	+2%	744.00	734.79	View chart
Tesla Motors (TSLA)	0.4	$510k	+14%	1.1k	444.72	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$487k	+2%	5.1k	95.13	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$476k		5.2k	91.42	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$458k		2.5k	186.52	View chart
Spdr Series Trust S&p Kensho New (KOMP)	0.3	$437k	-12%	7.0k	62.26	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.3	$426k	-10%	6.7k	63.43	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.3	$415k		7.3k	57.19	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.3	$413k		5.2k	79.66	View chart
Ishares Tr Core Msci Intl (IDEV)	0.3	$410k		5.1k	80.17	View chart
Netflix (NFLX)	0.3	$405k		338.00	1198.92	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$396k		1.4k	281.83	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.3	$382k	+7%	8.0k	48.03	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.3	$380k		3.3k	113.63	View chart
Broadcom (AVGO)	0.3	$378k	+33%	1.1k	329.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$368k	+17%	1.5k	243.04	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.3	$357k	+2%	7.2k	49.31	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$348k		742.00	468.47	View chart
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY)	0.3	$347k	+5%	17k	21.02	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$342k	+2%	3.7k	92.98	View chart
Ishares Tr Msci Usa Smcp Mn (SMMV)	0.3	$333k		7.7k	43.05	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.2	$324k		3.7k	87.91	View chart
Ishares Tr Select Us Reit (ICF)	0.2	$323k	+2%	5.2k	61.62	View chart
Ishares Tr Esg Aware Msci (ESML)	0.2	$319k	+7%	7.1k	45.08	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$308k		1.2k	256.51	View chart
Spdr Series Trust Bloomberg Invt (FLRN)	0.2	$307k	-6%	10k	30.86	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.2	$300k		13k	23.62	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$291k	NEW	9.1k	32.07	View chart
At&t (T)	0.2	$286k	+5%	10k	28.24	View chart
JPMorgan Chase & Co. (JPM)	0.2	$280k	+21%	888.00	315.53	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$271k	NEW	1.1k	243.56	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.2	$267k	+2%	2.4k	110.48	View chart
Home Depot (HD)	0.2	$267k	+12%	658.00	405.36	View chart
Ssga Active Tr Spdr Ssga My2026 (MYCF)	0.2	$261k		10k	25.13	View chart
Eaton Corp SHS (ETN)	0.2	$256k	+3%	683.00	374.42	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSSX)	0.2	$243k		9.5k	25.55	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$242k	NEW	7.7k	31.38	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$242k		3.7k	65.00	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$236k		3.2k	73.48	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$229k	-62%	456.00	502.74	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.2	$229k		2.1k	110.36	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$223k	-2%	2.4k	93.39	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$219k		3.0k	73.45	View chart
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW)	0.2	$219k		8.8k	24.97	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.2	$218k	NEW	4.0k	54.31	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.2	$216k		9.4k	23.10	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.2	$214k		9.8k	21.92	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.2	$207k		8.8k	23.42	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.2	$206k	NEW	2.8k	73.72	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.2	$204k		8.6k	23.66	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$203k	NEW	1.0k	199.39	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$201k	NEW	433.00	463.41	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 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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