Opulen Financial Group LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Opulen Financial Group LLC held in its portfolio 95 assets valued at $137,277,987 (i.e. $137.28M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($15.94M), SCHWAB STRATEGIC TR ($14.93M), and ISHARES TR ($8.53M).
The chart below shows the top 10 valuable assets, and the table below shows the top 95 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Opulen Financial Group LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 23381 | 15943853 | TR UNIT |
| SCHWAB STRATEGIC TR | 544113 | 14925018 | US DIVIDEND EQ |
| ISHARES TR | 187673 | 8529731 | MSCI INTL QUALTY |
| SPDR SERIES TRUST | 143704 | 7895067 | STATE STREET SPD |
| ISHARES TR | 7777 | 5326638 | CORE S&P500 ETF |
| AMAZON COM INC | 22267 | 5139699 | COM |
| VANGUARD INDEX FDS | 20292 | 4243534 | EXTEND MKT ETF |
| VANGUARD INDEX FDS | 6450 | 4045121 | S&P 500 ETF SHS |
| INVESCO EXCH TRD SLF IDX FD | 185626 | 3140796 | INVSCO 30 CORP |
| INVESCO EXCH TRD SLF IDX FD | 161452 | 3040953 | BULETSHS 2029 |
| VANGUARD INDEX FDS | 13704 | 2902286 | SM CP VAL ETF |
| INVESCO EXCH TRD SLF IDX FD | 167474 | 2795986 | BULETSHS 2031 CP |
| INVESCO EXCH TRD SLF IDX FD | 134094 | 2762345 | INVSCO BLSH 28 |
| INVESCO QQQ TR | 4475 | 2748983 | UNIT SER 1 |
| INVESCO EXCH TRD SLF IDX FD | 120718 | 2519993 | BULLETSHS 2032 |
| INVESCO EXCH TRD SLF IDX FD | 118752 | 2324563 | BULSHS 2026 CB |
| INVESCO EXCH TRD SLF IDX FD | 113417 | 2238843 | BULSHS 2027 CB |
| VANGUARD INDEX FDS | 7143 | 2158084 | SML CP GRW ETF |
| VANGUARD INDEX FDS | 7155 | 1845543 | SMALL CP ETF |
| VANGUARD INDEX FDS | 6353 | 1843741 | MID CAP ETF |
| INVESCO EXCH TRD SLF IDX FD | 79616 | 1750648 | INVESCO BULLETSH |
| NVIDIA CORPORATION | 7684 | 1432989 | COM |
| INVESCO EXCH TRADED FD TR II | 5519 | 1395876 | NASDAQ 100 ETF |
| ISHARES TR | 6994 | 1389181 | MSCI USA QLT FCT |
| ISHARES TR | 19879 | 1379992 | CORE DIV GRWTH |
| APPLE INC | 4859 | 1320891 | COM |
| INVESCO EXCHANGE TRADED FD T | 6259 | 1198937 | S&P500 EQL WGT |
| SSGA ACTIVE ETF TR | 25911 | 1069344 | STATE STREET BLA |
| VANGUARD INDEX FDS | 3154 | 1057452 | TOTAL STK MKT |
| INVESCO EXCHANGE TRADED FD T | 10229 | 1047644 | S&P MDCP QUALITY |
| SCHWAB STRATEGIC TR | 31160 | 1022061 | 1000 INDEX ETF |
| MICROSOFT CORP | 2062 | 996990 | COM |
| VANGUARD INDEX FDS | 2004 | 977617 | GROWTH ETF |
| DIMENSIONAL ETF TRUST | 28941 | 947231 | WORLD EX US CORE |
| ISHARES TR | 7605 | 913952 | CORE S&P SCP ETF |
| SPDR S&P MIDCAP 400 ETF TR | 1363 | 822407 | UTSER1 S&PDCRP |
| VANGUARD TAX-MANAGED FDS | 12388 | 773892 | VAN FTSE DEV MKT |
| ISHARES TR | 9286 | 768241 | MRGSTR MD CP ETF |
| VANGUARD BD INDEX FDS | 9865 | 730712 | TOTAL BND MRKT |
| VANGUARD INTL EQUITY INDEX F | 9670 | 711305 | ALLWRLD EX US |
| DIMENSIONAL ETF TRUST | 18509 | 637823 | INTL CORE EQUITY |
| FIRST TR EXCH TRADED FD III | 33404 | 608613 | PFD SECS INC ETF |
| EXCHANGE TRADED CONCEPTS TRU | 14679 | 592424 | EMQQ THE EMERGIN |
| ISHARES TR | 4245 | 591549 | ESG OPTIMIZED |
| WISDOMTREE TR | 15126 | 590217 | EM EX ST-OWNED |
| TESLA INC | 1219 | 548209 | COM |
| META PLATFORMS INC | 775 | 511283 | CL A |
| ALPHABET INC | 1550 | 485039 | CAP STK CL A |
| ISHARES TR | 5129 | 482926 | MSCI USA MIN VOL |
| VANGUARD INDEX FDS | 2463 | 470501 | VALUE ETF |
| VANGUARD INDEX FDS | 5316 | 470443 | REAL ESTATE ETF |
| BROADCOM INC | 1258 | 435394 | COM |
| ISHARES TR | 5210 | 429757 | CORE MSCI INTL |
| SELECT SECTOR SPDR TR | 2981 | 429180 | STATE STREET TEC |
| ISHARES TR | 5115 | 423353 | INTL DIV GRWTH |
| ALPHABET INC | 1322 | 414863 | CAP STK CL C |
| SSGA ACTIVE TR | 16399 | 410606 | STATE STREET MY |
| DIMENSIONAL ETF TRUST | 12355 | 408701 | EMERGING MKTS CO |
| ISHARES TR | 6181 | 401841 | MRGSTR SM CP ETF |
| ISHARES TR | 8068 | 386035 | ESG AWR US AGRGT |
| INVESCO EXCHANGE TRADED FD T | 3348 | 381150 | S&P 500 GARP ETF |
| DIMENSIONAL ETF TRUST | 5299 | 369198 | US SMALL CAP ETF |
| ISHARES TR | 3747 | 356296 | ESG AW MSCI EAFE |
| FIRST TR EXCHANGE-TRADED FD | 7183 | 353041 | FT VEST S&P 500 |
| ISHARES TR | 743 | 351539 | RUS 1000 GRW ETF |
| INVESCO EXCH TRD SLF IDX FD | 16674 | 350490 | BULLETSHARES 203 |
| SPDR INDEX SHS FDS | 3734 | 338534 | MSCI EAFE STRTGC |
| ISHARES TR | 7748 | 335711 | MSCI USA SMCP MN |
| ISHARES TR | 7185 | 330363 | ESG AWARE MSCI |
| JPMORGAN CHASE & CO. | 961 | 309774 | COM |
| ISHARES TR | 5071 | 302577 | SELECT US REIT |
| INVESCO EXCH TRD SLF IDX FD | 12772 | 301992 | BULSHS 2026 MUNI |
| NETFLIX INC | 3214 | 301345 | COM |
| ISHARES TR | 1203 | 301001 | MSCI USA MMENTM |
| VANGUARD ADMIRAL FDS INC | 2502 | 277577 | SMLLCP 600 IDX |
| ISHARES TR | 3773 | 253293 | MSCI ACWI EX US |
| ADVANCED MICRO DEVICES INC | 1167 | 249925 | COM |
| BERKSHIRE HATHAWAY INC DEL | 485 | 243785 | CL B NEW |
| AT&T INC | 9812 | 243735 | COM |
| HOME DEPOT INC | 680 | 233937 | COM |
| ISHARES TR | 2430 | 233321 | MSCI EAFE ETF |
| VANGUARD ADMIRAL FDS INC | 2079 | 232420 | MIDCP 400 IDX |
| INVESCO EXCH TRADED FD TR II | 3229 | 230594 | S&P500 LOW VOL |
| VANGUARD STAR FDS | 3000 | 226320 | VG TL INTL STK F |
| ELI LILLY & CO | 209 | 224608 | COM |
| ISHARES TR | 4014 | 222616 | MRGSTR SM CP GR |
| INVESCO EXCH TRD SLF IDX FD | 8850 | 222229 | BULLETSHS 32 MUN |
| EATON CORP PLC | 690 | 219870 | SHS |
| INVESCO EXCH TRD SLF IDX FD | 9414 | 217927 | BULSHS 2029 MUNI |
| INVESCO EXCH TRD SLF IDX FD | 9815 | 216171 | INVSC 30 MUNI BD |
| VANGUARD ADMIRAL FDS INC | 1024 | 209824 | 500 VAL IDX FD |
| INVESCO EXCH TRD SLF IDX FD | 8896 | 209049 | BULSHS 2028 MUNI |
| SPDR DOW JONES INDL AVERAGE | 435 | 208850 | UT SER 1 |
| ISHARES TR | 2762 | 206951 | RUSEL 2500 ETF |
| INVESCO EXCH TRD SLF IDX FD | 8666 | 205078 | BULSHS 2027 MUNI |
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