Opulen Financial Group

Opulen Financial Group as of Dec. 31, 2025

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