Opulen Financial Group LLC

Est. AUM

$141.8M

13F long equity, this entity only

Positions

114

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$17.4M	565517	12.23%	SOLE
2	STATE STR SPDR S&P 500 ETF T	TR UNIT	$15.3M	23488	10.77%	SOLE
3	ISHARES TR	MSCI INTL QUALTY	$8.6M	185932	6.06%	SOLE
4	ISHARES TR	CORE S&P500 ETF	$5.6M	8641	3.98%	SOLE
5	AMAZON COM INC	COM	$4.4M	21285	3.13%	SOLE
6	VANGUARD INDEX FDS	EXTEND MKT ETF	$4.2M	20488	2.97%	SOLE
7	VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.0M	6663	2.81%	SOLE
8	INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$3.5M	206535	2.43%	SOLE
9	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$3.2M	173869	2.29%	SOLE
10	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2031 CP	$3.1M	185982	2.16%	SOLE
11	VANGUARD INDEX FDS	SM CP VAL ETF	$3.0M	13806	2.11%	SOLE
12	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$3.0M	144619	2.08%	SOLE
13	INVESCO EXCH TRD SLF IDX FD	BULLETSHS 2032	$2.7M	128823	1.87%	SOLE
14	INVESCO QQQ TR	UNIT SER 1	$2.5M	4342	1.77%	SOLE
15	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$2.4M	123328	1.71%	SOLE
16	INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$2.4M	120318	1.66%	SOLE
17	VANGUARD INDEX FDS	SML CP GRW ETF	$2.2M	7150	1.52%	SOLE
18	VANGUARD INDEX FDS	SMALL CP ETF	$1.9M	7147	1.32%	SOLE
19	VANGUARD INDEX FDS	MID CAP ETF	$1.8M	6377	1.29%	SOLE
20	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.6M	47206	1.13%	SOLE
21	INVESCO EXCH TRD SLF IDX FD	INVESCO BULLETSH	$1.5M	72833	1.09%	SOLE
22	NVIDIA CORPORATION	COM	$1.4M	8067	0.99%	SOLE
23	ISHARES TR	CORE DIV GRWTH	$1.4M	19966	0.99%	SOLE
24	ISHARES TR	MSCI USA QLT FCT	$1.3M	7031	0.95%	SOLE
25	APPLE INC	COM	$1.3M	5184	0.93%	SOLE
26	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$1.3M	5514	0.92%	SOLE
27	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.2M	6402	0.87%	SOLE
28	VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	3531	0.80%	SOLE
29	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$1.1M	10242	0.75%	SOLE
30	SCHWAB STRATEGIC TR	1000 INDEX ETF	$1.0M	32660	0.72%	SOLE
31	SSGA ACTIVE ETF TR	STATE STREET BLA	$963K	23995	0.68%	SOLE
32	ISHARES TR	CORE S&P SCP ETF	$947K	7622	0.67%	SOLE
33	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$933K	22715	0.66%	SOLE
34	VANGUARD INDEX FDS	GROWTH ETF	$876K	2006	0.62%	SOLE
35	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$835K	1354	0.59%	SOLE
36	MICROSOFT CORP	COM	$827K	2233	0.58%	SOLE
37	SPDR SERIES TRUST	STATE STREET SPD	$819K	16956	0.58%	SOLE
38	SPDR SERIES TRUST	STATE STREET SPD	$802K	31311	0.57%	SOLE
39	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$791K	12344	0.56%	SOLE
40	ISHARES TR	MRGSTR MD CP ETF	$769K	9213	0.54%	SOLE
41	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$762K	10141	0.54%	SOLE
42	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$752K	10218	0.53%	SOLE
43	SPDR SERIES TRUST	STATE STREET SPD	$750K	30038	0.53%	SOLE
44	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$668K	18787	0.47%	SOLE
45	SPDR SERIES TRUST	STATE STREET SPD	$649K	7186	0.46%	SOLE
46	SPDR SERIES TRUST	STATE STREET SPD	$644K	6477	0.45%	SOLE
47	SPDR SERIES TRUST	STATE STREET SPD	$637K	2964	0.45%	SOLE
48	WISDOMTREE TR	EM EX ST-OWNED	$617K	15377	0.44%	SOLE
49	FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$601K	33848	0.42%	SOLE
50	SPDR SERIES TRUST	STATE STREET SPD	$581K	3384	0.41%	SOLE

1–50 of 114

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.