Opulen Financial Group

Opulen Financial Group as of March 31, 2026

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