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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 SCHD, SPY, IQLT, IVV, VXF, and represent 35.62% of Opulen Financial Group's stock portfolio.
Added to shares of these 10 stocks: VO, VUG, MU, DFAX, IWF, INTC, RWJ, DIA, VOOG, AMAT.
Started 6 new stock positions in VOOG, MU, AMAT, RWJ, INTC, DIA.
Reduced shares in these 10 stocks: AMZN, EMQQ, KNG, , TJX, CNRG, BILS, VOO, XITK, XSOE.
Sold out of its positions in EMQQ, XOM, KNG, TJX.
Opulen Financial Group was a net buyer of stock by $5.4M.
Opulen Financial Group has $159M in assets under management (AUM), dropping by 11.88%.
Central Index Key (CIK): 0002055099

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Positions held by Opulen Financial Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Opulen Financial Group

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD)	11.3	$18M		568k	31.71	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	11.2	$18M		24k	746.76	View chart
Ishares Tr Msci Intl Qualty (IQLT)	5.9	$9.3M		188k	49.55	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.1	$6.5M		8.7k	748.88	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	3.2	$5.1M		21k	246.21	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.8	$4.5M		6.6k	686.82	View chart
Amazon (AMZN)	2.7	$4.3M	-15%	18k	238.34	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	2.2	$3.5M		209k	16.64	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.2	$3.4M		14k	242.99	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	2.0	$3.3M		175k	18.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.0	$3.2M		4.4k	736.41	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	2.0	$3.2M	+3%	193k	16.39	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	1.9	$3.0M		146k	20.36	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	1.7	$2.7M	+2%	132k	20.51	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.7	$2.6M		7.2k	365.72	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.6	$2.5M	+2%	126k	19.61	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	1.5	$2.3M		120k	19.52	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.4	$2.2M		7.3k	303.14	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.3	$2.1M	+22%	58k	36.84	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.3	$2.1M	+300%	26k	80.57	View chart
NVIDIA Corporation (NVDA)	1.1	$1.7M	+7%	8.7k	200.08	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.1	$1.7M		5.5k	302.99	View chart
Apple (AAPL)	1.0	$1.6M	+8%	5.6k	289.38	View chart
Invesco Exch Trd Slf Idx Bul 2033 Cor Etf (BSCX)	1.0	$1.6M	+6%	77k	21.05	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.0	$1.6M		7.1k	219.42	View chart
Ishares Tr Core Div Grwth (DGRO)	1.0	$1.5M		20k	75.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$1.4M	+6%	3.8k	370.07	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.9	$1.4M		6.5k	212.79	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.8	$1.3M	+6%	35k	36.06	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.7	$1.2M	+2%	11k	112.88	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$1.1M		7.5k	148.31	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.7	$1.1M		23k	46.63	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$1.0M	+500%	12k	86.14	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.6	$985k		17k	57.67	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$964k	+9%	14k	71.25	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.6	$955k		24k	40.29	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.6	$954k		1.4k	703.12	View chart
Microsoft Corporation (MSFT)	0.6	$954k	+14%	2.6k	373.05	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.6	$889k		9.2k	96.56	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.5	$853k		10k	83.75	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.5	$805k		32k	25.52	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$768k	+2%	11k	73.41	View chart
Spdr Series Trust St Term High Etf (SJNK)	0.5	$765k		31k	25.03	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.5	$757k	+14%	19k	40.64	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.5	$720k	-4%	15k	49.18	View chart
Spdr Series Trust Spdr S&p 500 Esg (EFIV)	0.5	$717k	+13%	9.8k	72.93	View chart
Spdr Series Trust ST STR SP1500VT (VLU)	0.4	$709k		3.0k	238.22	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.4	$709k		19k	37.26	View chart
Spdr Series Trust Sp Kensho Clean (CNRG)	0.4	$706k	-13%	6.2k	113.10	View chart
Advanced Micro Devices (AMD)	0.4	$702k		1.2k	580.91	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.4	$684k	+3%	7.8k	87.88	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$677k	+2%	8.2k	82.34	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$666k	+25%	1.9k	353.34	View chart
Ishares Tr Esg Optimized (SUSA)	0.4	$658k		4.3k	154.31	View chart
Invesco Exch Trd Slf Idx Bulletshares (BSCZ)	0.4	$651k	+17%	32k	20.47	View chart
Spdr Series Trust St Str Msci Usaq (QUS)	0.4	$636k		3.4k	186.87	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.4	$599k		34k	17.88	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$599k	+4%	1.7k	357.30	View chart
Broadcom (AVGO)	0.4	$590k	+13%	1.6k	377.75	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.4	$579k		3.0k	190.51	View chart
Tesla Motors (TSLA)	0.4	$578k	+6%	1.4k	420.60	View chart
Spdr Series Trust St Str Bl 12 Etf (BILS)	0.4	$573k	-10%	5.8k	99.39	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$549k	+2%	2.5k	217.91	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.3	$528k		7.8k	67.56	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$528k		5.5k	96.44	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$527k	+32%	18k	28.96	View chart
Meta Platforms Cl A (META)	0.3	$523k	+15%	929.00	563.26	View chart
Invesco Exch Trd Slf Idx Bull 2034 Co Etf (BSCY)	0.3	$512k	+26%	25k	20.66	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.3	$496k		5.1k	96.46	View chart
Ishares Tr Core Msci Intl (IDEV)	0.3	$471k		5.3k	89.00	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.3	$469k		6.2k	75.51	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.3	$458k		5.2k	87.94	View chart
Micron Technology (MU)	0.3	$438k	NEW	379.00	1154.29	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$414k	+9%	4.0k	102.80	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.3	$412k		3.4k	122.30	View chart
Spdr Series Trust Sp Kensho Newec (KOMP)	0.3	$409k	-4%	5.7k	71.50	View chart
Ishares Tr Esg Aware Msci (ESML)	0.3	$404k		7.2k	55.93	View chart
Ssga Active Tr State Street My (MYCF)	0.3	$403k		16k	25.07	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$396k	+2%	8.4k	47.41	View chart
JPMorgan Chase & Co. (JPM)	0.2	$373k	+15%	1.1k	327.20	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$369k	+300%	3.0k	124.15	View chart
Spdr Index Shs Fds St Str Msci Eafe (QEFA)	0.2	$364k		3.8k	96.02	View chart
Spdr Series Trust St Str Factset (XITK)	0.2	$354k	-13%	1.8k	195.85	View chart
Ishares Tr Msci Usa Smcp Mn (SMMV)	0.2	$345k		7.5k	46.04	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.2	$339k		2.5k	137.55	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$326k		950.00	342.97	View chart
Eli Lilly & Co. (LLY)	0.2	$311k	+16%	259.00	1199.43	View chart
Eaton Corp SHS (ETN)	0.2	$310k		726.00	426.30	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$305k	+3%	4.0k	76.11	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.2	$305k		13k	23.54	View chart
Ishares Tr Select Us Reit (ICF)	0.2	$297k		4.4k	67.63	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	0.2	$293k		9.5k	30.85	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$284k	+14%	567.00	500.39	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.2	$273k		2.1k	130.41	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.2	$268k		3.3k	81.94	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.2	$264k		4.0k	65.54	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$261k		3.0k	85.49	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$256k		2.5k	103.87	View chart
Invesco Exch Trd Slf Idx Bulle Mun Etf (BSSX)	0.2	$251k		9.7k	25.81	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.2	$251k		2.7k	91.62	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$245k		3.3k	74.91	View chart
Netflix (NFLX)	0.2	$239k	-5%	3.4k	71.40	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$239k	+3%	4.7k	50.58	View chart
Johnson & Johnson (JNJ)	0.1	$234k	+7%	920.00	254.00	View chart
Dimensional Etf Trust International (DFSI)	0.1	$233k		5.2k	45.10	View chart
Intel Corporation (INTC)	0.1	$229k	NEW	1.6k	139.63	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$229k	NEW	3.8k	59.49	View chart
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW)	0.1	$226k		9.0k	25.14	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$226k	NEW	433.00	521.83	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$222k	NEW	2.7k	82.62	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.1	$219k		9.5k	23.03	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.1	$218k		9.9k	21.92	View chart
At&t (T)	0.1	$217k		11k	20.70	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.1	$211k		9.0k	23.44	View chart
Applied Materials (AMAT)	0.1	$209k	NEW	289.00	723.00	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.1	$207k		8.8k	23.64	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 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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