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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, AMZN, and represent 36.10% of Opulen Financial Group's stock portfolio.
Added to shares of these 10 stocks: DFSU, SCHD, DFAX, IVV, BSCZ, BSCU, SCHB, BSCV, BSCT, DFUS.
Started 9 new stock positions in VTEB, BSCZ, DFUS, DFSI, JNJ, XOM, SCHB, DFSU, TJX.
Reduced shares in these 10 stocks: HD, VOOV, , AMZN, EMQQ, CNRG, BILS, KNG, IQLT, XITK.
Sold out of its positions in HD, DIA, VOOV.
Opulen Financial Group was a net buyer of stock by $6.1M.
Opulen Financial Group has $142M in assets under management (AUM), dropping by 3.51%.
Central Index Key (CIK): 0002055099

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Portfolio Holdings for Opulen Financial Group

Opulen Financial Group holds 114 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD)	12.2	$17M	+3%	566k	30.68	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	10.7	$15M		24k	650.35	View chart
Ishares Tr Msci Intl Qualty (IQLT)	6.0	$8.6M		186k	46.23	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.0	$5.6M	+11%	8.6k	653.20	View chart
Amazon (AMZN)	3.1	$4.4M	-4%	21k	208.27	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	3.0	$4.2M		21k	205.80	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.8	$4.0M	+3%	6.7k	597.57	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	2.4	$3.5M	+11%	207k	16.72	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	2.3	$3.2M	+7%	174k	18.66	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	2.2	$3.1M	+11%	186k	16.46	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.1	$3.0M		14k	217.25	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	2.1	$3.0M	+7%	145k	20.42	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	1.9	$2.7M	+6%	129k	20.59	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.8	$2.5M	-2%	4.3k	577.19	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.7	$2.4M	+8%	123k	19.63	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	1.7	$2.3M		120k	19.53	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.5	$2.2M		7.2k	302.26	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.3	$1.9M		7.1k	261.92	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.3	$1.8M		6.4k	287.18	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.1	$1.6M	+63%	47k	33.97	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)	1.1	$1.5M	+3%	73k	21.15	View chart
NVIDIA Corporation (NVDA)	1.0	$1.4M	+4%	8.1k	174.39	View chart
Ishares Tr Core Div Grwth (DGRO)	1.0	$1.4M		20k	70.18	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.9	$1.3M		7.0k	191.81	View chart
Apple (AAPL)	0.9	$1.3M	+6%	5.2k	253.77	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.9	$1.3M		5.5k	237.60	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.9	$1.2M	+2%	6.4k	191.92	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$1.1M	+11%	3.5k	320.81	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.7	$1.1M		10k	103.37	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.7	$1.0M	+4%	33k	31.33	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.7	$963k	-7%	24k	40.14	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$948k		7.6k	124.31	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.7	$933k	NEW	23k	41.09	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$876k		2.0k	436.80	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.6	$835k		1.4k	616.79	View chart
Microsoft Corporation (MSFT)	0.6	$827k	+8%	2.2k	370.14	View chart
Spdr Series Trust State Street Spd (SPSM)	0.6	$819k		17k	48.32	View chart
Spdr Series Trust State Street Spd (SPAB)	0.6	$802k		31k	25.62	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$791k		12k	64.08	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.5	$769k		9.2k	83.43	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.5	$762k	+4%	10k	75.10	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$753k	+3%	10k	73.64	View chart
Spdr Series Trust State Street Spd (SJNK)	0.5	$750k	+3%	30k	24.98	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$668k		19k	35.53	View chart
Spdr Series Trust State Street Spd (CNRG)	0.5	$649k	-17%	7.2k	90.32	View chart
Spdr Series Trust State Street Spd (BILS)	0.5	$644k	-15%	6.5k	99.44	View chart
Spdr Series Trust State Street Spd (VLU)	0.4	$637k		3.0k	214.94	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.4	$617k		15k	40.10	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.4	$601k		34k	17.75	View chart
Spdr Series Trust State Street Spd (QUS)	0.4	$581k		3.4k	171.62	View chart
Spdr Series Trust State Street Spd (SPYM)	0.4	$577k		7.5k	76.54	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$571k	+51%	8.0k	71.13	View chart
Ishares Tr Esg Optimized (SUSA)	0.4	$562k		4.3k	132.11	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.4	$561k	+31%	16k	34.55	View chart
Invesco Exch Trd Slf Idx Bulletshares (BSCZ)	0.4	$554k	NEW	27k	20.52	View chart
Spdr Series Trust State Street Spd (EFIV)	0.4	$548k		8.7k	63.08	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$484k		2.5k	196.23	View chart
Tesla Motors (TSLA)	0.3	$479k	+5%	1.3k	371.75	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$477k		5.4k	88.69	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$476k		5.1k	92.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$461k	+3%	1.6k	287.50	View chart
Spdr Series Trust State Street Spd (SPMD)	0.3	$460k		7.8k	59.22	View chart
Meta Platforms Cl A (META)	0.3	$459k	+3%	803.00	571.95	View chart
Ishares Tr Core Msci Intl (IDEV)	0.3	$435k		5.2k	83.58	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$432k	+13%	1.5k	286.87	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.3	$430k		5.1k	83.78	View chart
Broadcom (AVGO)	0.3	$426k	+9%	1.4k	309.51	View chart
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY)	0.3	$404k	+16%	20k	20.70	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.3	$403k		6.2k	65.09	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$403k		3.0k	132.92	View chart
Ssga Active Tr State Street My (MYCF)	0.3	$399k	-2%	16k	25.05	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.3	$386k		8.1k	47.55	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.3	$361k		3.4k	107.62	View chart
Spdr Series Trust State Street Spd (KOMP)	0.2	$352k	-10%	6.0k	58.48	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$351k	-2%	3.7k	95.62	View chart
Spdr Index Shs Fds State Street Spd (QEFA)	0.2	$348k		3.7k	93.26	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$346k	NEW	14k	25.10	View chart
Netflix (NFLX)	0.2	$341k	+10%	3.5k	96.15	View chart
Ishares Tr Esg Aware Msci (ESML)	0.2	$339k		7.2k	47.02	View chart
Ishares Tr Msci Usa Smcp Mn (SMMV)	0.2	$326k	-3%	7.5k	43.62	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$317k		743.00	426.59	View chart
At&t (T)	0.2	$310k	+8%	11k	28.99	View chart
Spdr Series Trust State Street Spd (XITK)	0.2	$307k	-20%	2.1k	146.59	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.2	$304k		13k	23.62	View chart
Spdr Series Trust State Street Spd (FLRN)	0.2	$290k	-6%	9.4k	30.78	View chart
JPMorgan Chase & Co. (JPM)	0.2	$290k	+2%	985.00	294.30	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.2	$287k		2.5k	114.81	View chart
Exchange Traded Concepts Tru Emqq The Emergin (EMQQ)	0.2	$285k	-41%	8.6k	33.08	View chart
Ishares Tr Select Us Reit (ICF)	0.2	$270k	-13%	4.4k	61.88	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$266k	+3%	3.9k	68.47	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.2	$261k	-25%	5.4k	48.71	View chart
Eaton Corp SHS (ETN)	0.2	$256k	+3%	714.00	357.82	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSSX)	0.2	$245k		9.7k	25.42	View chart
Advanced Micro Devices (AMD)	0.2	$243k	+2%	1.2k	203.43	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.2	$238k		2.1k	114.31	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$237k		3.2k	73.15	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$237k	+2%	495.00	479.20	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$236k		2.4k	97.12	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$233k		3.0k	77.11	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$229k	NEW	3.2k	70.91	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$228k	NEW	4.6k	49.89	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$228k	-21%	949.00	240.08	View chart
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW)	0.2	$222k		8.9k	24.85	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.2	$220k		4.0k	54.80	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.2	$218k		9.5k	23.02	View chart
Exxon Mobil Corporation (XOM)	0.2	$217k	NEW	1.3k	169.66	View chart
Dimensional Etf Trust International (DFSI)	0.2	$216k	NEW	5.1k	42.40	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.2	$215k		9.9k	21.81	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.1	$211k		2.8k	76.34	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.1	$209k		8.9k	23.40	View chart
Johnson & Johnson (JNJ)	0.1	$209k	NEW	854.00	244.56	View chart
TJX Companies (TJX)	0.1	$208k	NEW	1.3k	159.68	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.1	$206k		8.7k	23.65	View chart
Eli Lilly & Co. (LLY)	0.1	$205k	+6%	223.00	919.77	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 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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