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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, VXF, and represent 35.66% of Opulen Financial Group's stock portfolio.
Added to shares of these 10 stocks: SCHK, DFAX, SPY, Invesco Exch Trd Slf Idx, BSCW, DFAS, SCHD, BSCU, AAPL, MSFT.
Started 3 new stock positions in Invesco Exch Trd Slf Idx, Exxon Mobil Corp, V.
Reduced shares in these 10 stocks: BSSX, VTEB, IQLT, AMAT, SPAB, CNRG, QUAL, QQQ, BILS, SJNK.
Sold out of its positions in AMAT, BSSX, VTEB.
Opulen Financial Group was a net buyer of stock by $4.2M.
Opulen Financial Group has $163M in assets under management (AUM), dropping by 2.49%.
Central Index Key (CIK): 0002055099

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Portfolio Holdings for Opulen Financial Group

Opulen Financial Group holds 116 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	11.5	$19M	+3%	25k	762.62	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	11.5	$19M		577k	32.53	View chart
Ishares Tr Msci Intl Qualty (IQLT)	5.6	$9.1M	-2%	184k	49.47	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.1	$6.7M		8.7k	765.84	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	3.0	$4.9M		21k	231.63	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.8	$4.6M		6.5k	700.82	View chart
Amazon (AMZN)	2.8	$4.5M		18k	249.15	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	2.2	$3.6M	+7%	226k	16.14	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	2.0	$3.3M	+3%	182k	18.20	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	2.0	$3.3M	+7%	208k	15.77	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	1.9	$3.2M	-2%	14k	231.02	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$3.1M	-3%	4.2k	739.74	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	1.9	$3.1M	+5%	155k	20.12	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	1.8	$2.9M	+13%	149k	19.58	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.7	$2.8M	+31%	76k	37.02	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.6	$2.7M	+7%	136k	19.55	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	1.4	$2.4M	-3%	7.0k	337.81	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	1.4	$2.3M	-2%	117k	19.52	View chart
NVIDIA Corporation (NVDA)	1.3	$2.1M	+8%	9.4k	228.37	View chart
Apple (AAPL)	1.3	$2.1M	+13%	6.4k	333.03	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	1.3	$2.1M		7.3k	284.50	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	1.2	$2.0M		26k	78.42	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	1.2	$2.0M	+57%	55k	36.66	View chart
Invesco Exch Trd Slf Idx Bul 2033 Cor Etf (BSCX)	1.1	$1.7M	+11%	86k	20.00	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.0	$1.7M		5.5k	304.62	View chart
Microsoft Corporation (MSFT)	1.0	$1.6M	+18%	3.0k	512.98	View chart
Ishares Tr Core Div Grwth (DGRO)	0.9	$1.5M	-2%	20k	75.39	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.9	$1.5M	-7%	6.6k	222.23	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.9	$1.4M		3.8k	374.19	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.8	$1.3M		6.5k	208.02	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.7	$1.1M	-4%	10k	111.65	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.7	$1.1M		23k	47.17	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.7	$1.1M		12k	90.11	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.6	$1.0M	+14%	20k	52.86	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$1.0M		7.5k	136.04	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$958k		14k	70.61	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.6	$939k	+47%	12k	77.42	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.5	$891k		1.4k	656.86	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.5	$877k	-8%	22k	40.39	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.5	$856k		9.1k	94.48	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.5	$850k		10k	82.97	View chart
Spdr Series Trust Spdr S&p 500 Esg (EFIV)	0.5	$788k	+8%	11k	74.06	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.5	$745k		19k	39.72	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$720k		10k	70.15	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.4	$719k		19k	37.61	View chart
Meta Platforms Cl A (META)	0.4	$718k	+6%	990.00	725.25	View chart
Spdr Series Trust ST STR SP1500VT (VLU)	0.4	$714k		3.0k	239.00	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.4	$700k		7.8k	89.76	View chart
Invesco Exch Trd Slf Idx Bulletshares (BSCZ)	0.4	$669k	+9%	35k	19.23	View chart
Ishares Tr Esg Optimized (SUSA)	0.4	$665k		4.3k	155.67	View chart
Advanced Micro Devices (AMD)	0.4	$652k	-11%	1.1k	611.76	View chart
Spdr Series Trust St Term High Etf (SJNK)	0.4	$650k	-12%	27k	24.25	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$645k		1.9k	340.75	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.4	$635k	-7%	14k	46.85	View chart
Spdr Series Trust St Str Msci Usaq (QUS)	0.4	$630k	-2%	3.3k	190.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$629k	+9%	1.8k	344.02	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.4	$610k	-20%	25k	24.36	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.4	$584k		3.0k	195.75	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.4	$580k		34k	17.05	View chart
Broadcom (AVGO)	0.4	$575k	+4%	1.6k	351.19	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$572k	+7%	20k	29.31	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.3	$542k		2.5k	216.10	View chart
Tesla Motors (TSLA)	0.3	$519k	+6%	1.5k	354.81	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.3	$509k	+3%	8.1k	63.04	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.3	$502k		5.1k	97.45	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$495k		5.5k	89.62	View chart
Invesco Exch Trd Slf Idx Bull 2034 Co Etf (BSCY)	0.3	$478k		25k	19.52	View chart
Ishares Tr Core Msci Intl (IDEV)	0.3	$473k		5.3k	89.47	View chart
Spdr Series Trust St Str Bl 12 Etf (BILS)	0.3	$467k	-18%	4.7k	99.33	View chart
Micron Technology (MU)	0.3	$436k	+7%	409.00	1065.11	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.3	$434k		6.1k	71.18	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$420k		4.1k	103.04	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.3	$411k	-11%	4.6k	88.76	View chart
Ssga Active Tr State Street My (MYCF)	0.2	$407k		16k	25.04	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.2	$400k		3.4k	118.83	View chart
Spdr Series Trust Sp Kensho Clean (CNRG)	0.2	$396k	-24%	4.7k	83.76	View chart
JPMorgan Chase & Co. (JPM)	0.2	$393k	+4%	1.2k	330.70	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$384k		8.5k	45.25	View chart
Invesco Exch Trd Slf Idx Bulletsh 2036 Cr	0.2	$378k	NEW	20k	18.90	View chart
Ishares Tr Esg Aware Msci (ESML)	0.2	$376k		7.2k	52.00	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$373k		3.0k	125.25	View chart
Spdr Index Shs Fds St Str Msci Eafe (QEFA)	0.2	$372k		3.8k	97.54	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.2	$354k	+30%	4.3k	83.03	View chart
Spdr Series Trust Sp Kensho Newec (KOMP)	0.2	$340k	-10%	5.1k	66.45	View chart
Ishares Tr Msci Usa Smcp Mn (SMMV)	0.2	$335k		7.5k	44.49	View chart
Eaton Corp SHS (ETN)	0.2	$322k	+3%	750.00	429.89	View chart
Eli Lilly & Co. (LLY)	0.2	$322k	+7%	278.00	1157.08	View chart
Spdr Series Trust St Str Factset (XITK)	0.2	$316k	-12%	1.6k	199.13	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.2	$312k		2.5k	126.53	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$309k		4.1k	75.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$307k	+8%	616.00	497.95	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.2	$306k		13k	23.42	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$302k		952.00	317.42	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	0.2	$287k	-2%	9.3k	30.84	View chart
Ishares Tr Select Us Reit (ICF)	0.2	$278k		4.4k	62.89	View chart
At&t (T)	0.2	$269k	+5%	11k	24.40	View chart
Netflix (NFLX)	0.2	$264k	+12%	3.8k	69.58	View chart
Johnson & Johnson (JNJ)	0.2	$257k	+5%	969.00	264.66	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$256k		2.5k	103.88	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.2	$255k		2.1k	121.77	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.2	$247k		4.0k	61.17	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.1	$235k		2.7k	85.51	View chart
Exxonmobil Holdings Corp Com Shs	0.1	$234k	NEW	1.4k	162.75	View chart
Dimensional Etf Trust International (DFSI)	0.1	$234k		5.2k	45.17	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$232k	-10%	2.7k	84.97	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$232k		3.3k	70.51	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$230k		2.7k	85.49	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$221k		434.00	508.75	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$217k		3.9k	56.22	View chart
Intel Corporation (INTC)	0.1	$216k	+9%	1.8k	120.23	View chart
Visa Com Cl A (V)	0.1	$215k	NEW	599.00	359.33	View chart
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW)	0.1	$214k		9.1k	23.61	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.1	$213k		9.6k	22.26	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.1	$209k		10k	20.89	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.1	$207k		9.1k	22.80	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.1	$205k		8.8k	23.26	View chart

Past Filings by Opulen Financial Group

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

Opulen Financial Group 2026 Q3 filed Oct. 22, 2026
Opulen Financial Group 2026 Q2 filed July 27, 2026
Opulen Financial Group 2026 Q1 filed April 29, 2026
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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