Opulen Financial Group LLC

ARLINGTON, VA · CIK 2055099 · 13F filing filed 2026-07-27

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyArlington, VA

$159.0m reported value +11.9% vs Q1 2026

116positions

47.5%in top 10

6 new 94 added 16 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	567,755	$18.0m11.32%	11.32%	Added +2.2k	+2,238 0.4%
2	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	23,752	$17.7m11.16%	11.16%	Added +264	+264 1.1%
3	ISHARES TR MSCI INTL QUALTY IQLT	IQLT	188,137	$9.3m5.86%	5.86%	Added +2.2k	+2,205 1.2%
4	ISHARES TR CORE S&P500 ETF IVV	IVV	8,660	$6.5m4.08%	4.08%	Added +19	+19 0.2%
5	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	20,672	$5.1m3.20%	3.20%	Added +184	+184 0.9%
6	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	6,569	$4.5m2.84%	2.84%	Reduced -94	-94 -1.4%
7	AMAZON COM INC COM AMZN	AMZN	17,917	$4.3m2.69%	2.69%	Reduced -3.4k	-3,368 -15.8%
8	INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP BSCU	BSCU	209,440	$3.5m2.19%	2.19%	Added +2.9k	+2,905 1.4%
9	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	14,072	$3.4m2.15%	2.15%	Added +266	+266 1.9%
10	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 BSCT	BSCT	174,990	$3.3m2.04%	2.04%	Added +1.1k	+1,121 0.6%
11	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	4,361	$3.2m2.02%	2.02%	Added +19	+19 0.4%
12	INVESCO EXCH TRD SLF IDX FD BULETSHS 2031 CP BSCV	BSCV	193,037	$3.2m1.99%	1.99%	Added +7.1k	+7,055 3.8%
13	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 BSCS	BSCS	146,217	$3.0m1.87%	1.87%	Added +1.6k	+1,598 1.1%
14	INVESCO EXCH TRD SLF IDX FD BULLETSHS 2032 BSCW	BSCW	131,647	$2.7m1.70%	1.70%	Added +2.8k	+2,824 2.2%
15	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	7,225	$2.6m1.66%	1.66%	Added +75	+75 1.1%
16	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	126,283	$2.5m1.56%	1.56%	Added +3.0k	+2,955 2.4%
17	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB BSCQ	BSCQ	119,793	$2.3m1.47%	1.47%	Reduced -525	-525 -0.4%
18	VANGUARD INDEX FDS SMALL CP ETF VB	VB	7,279	$2.2m1.39%	1.39%	Added +132	+132 1.9%
19	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	57,772	$2.1m1.34%	1.34%	Added +10.6k	+10,566 22.4%
20	VANGUARD INDEX FDS MID CAP ETF VO	VO	25,513	$2.1m1.29%	1.29%	Added +5	+5 0.0%
21	NVIDIA CORPORATION COM NVDA	NVDA	8,690	$1.7m1.09%	1.09%	Added +623	+623 7.7%
22	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	5,517	$1.7m1.05%	1.05%	Added +3	+3 0.1%
23	APPLE INC COM AAPL	AAPL	5,633	$1.6m1.03%	1.03%	Added +449	+449 8.7%
24	INVESCO EXCH TRD SLF IDX FD INVESCO BULLETSH BSCX	BSCX	77,239	$1.6m1.02%	1.02%	Added +4.4k	+4,406 6.0%
25	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	7,136	$1.6m0.98%	0.98%	Added +105	+105 1.5%
26	ISHARES TR CORE DIV GRWTH DGRO	DGRO	20,065	$1.5m0.96%	0.96%	Added +99	+99 0.5%
27	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	3,758	$1.4m0.87%	0.87%	Added +227	+227 6.4%
28	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	6,461	$1.4m0.86%	0.86%	Added +59	+59 0.9%
29	SCHWAB STRATEGIC TR 1000 INDEX ETF SCHK	SCHK	34,672	$1.3m0.79%	0.79%	Added +2.0k	+2,012 6.2%
30	INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY XMHQ	XMHQ	10,507	$1.2m0.75%	0.75%	Added +265	+265 2.6%
31	ISHARES TR CORE S&P SCP ETF IJR	IJR	7,494	$1.1m0.70%	0.70%	Reduced -128	-128 -1.7%
32	DIMENSIONAL ETF TRUST US SUSTAINABILTY DFSU	DFSU	23,091	$1.1m0.68%	0.68%	Added +376	+376 1.7%
33	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	12,045	$1.0m0.65%	0.65%	Added +9	+9 0.1%
34	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	17,075	$984.7k0.62%	0.62%	Added +119	+119 0.7%
35	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	13,534	$964.3k0.61%	0.61%	Added +1.2k	+1,190 9.6%
36	SSGA ACTIVE ETF TR BLACKSTONE SENR SRLN	SRLN	23,693	$954.6k0.60%	0.60%	Reduced -302	-302 -1.3%
37	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	1,357	$954.1k0.60%	0.60%	Added +3	+3 0.2%
38	MICROSOFT CORP COM MSFT	MSFT	2,557	$953.9k0.60%	0.60%	Added +324	+324 14.5%
39	ISHARES TR MRGSTR MD CP ETF IMCB	IMCB	9,205	$888.8k0.56%	0.56%	Reduced -8	-8 -0.1%
40	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	10,183	$852.8k0.54%	0.54%	Added +42	+42 0.4%
41	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	31,545	$805.0k0.51%	0.51%	Added +234	+234 0.8%
42	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	10,455	$767.5k0.48%	0.48%	Added +237	+237 2.3%
43	SPDR SER TR BLOOMBERG SHT TE SJNK	SJNK	30,566	$765.1k0.48%	0.48%	Added +528	+528 1.8%
44	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	18,614	$756.5k0.48%	0.48%	Added +2.4k	+2,367 14.6%
45	WISDOMTREE TR EM EX ST-OWNED XSOE	XSOE	14,636	$719.8k0.45%	0.45%	Reduced -741	-741 -4.8%
46	SPDR SER TR S&P 500 ESG ETF EFIV	EFIV	9,827	$716.7k0.45%	0.45%	Added +1.1k	+1,136 13.1%
47	SPDR SERIES TRUST SPDR S&P1500VL VLU	VLU	2,976	$709.0k0.45%	0.45%	Added +12	+12 0.4%
48	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	19,019	$708.7k0.45%	0.45%	Added +232	+232 1.2%
49	SPDR SER TR S&P KENSHO CLEAN CNRG	CNRG	6,240	$705.7k0.44%	0.44%	Reduced -946	-946 -13.2%
50	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,209	$702.3k0.44%	0.44%	Added +13	+13 1.1%
51	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	7,780	$683.7k0.43%	0.43%	Added +240	+240 3.2%
52	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	8,226	$677.3k0.43%	0.43%	Added +198	+198 2.5%
53	ALPHABET INC CAP STK CL C GOOG	GOOG	1,884	$665.7k0.42%	0.42%	Added +379	+379 25.2%
54	ISHARES TR MSCI USA ESG SLC SUSA	SUSA	4,261	$657.5k0.41%	0.41%	Added +6	+6 0.1%
55	INVESCO EXCH TRD SLF IDX FD BULLETSHARES BSCZ	BSCZ	31,810	$651.1k0.41%	0.41%	Added +4.8k	+4,836 17.9%
56	SPDR SER TR MSCI USA STRTGIC QUS	QUS	3,402	$635.7k0.40%	0.40%	Added +18	+18 0.5%
57	FIRST TR EXCH TRADED FD III PFD SECS INC ETF FPE	FPE	33,518	$599.3k0.38%	0.38%	Reduced -330	-330 -1.0%
58	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,676	$598.8k0.38%	0.38%	Added +71	+71 4.4%
59	BROADCOM INC COM AVGO	AVGO	1,563	$590.4k0.37%	0.37%	Added +187	+187 13.6%
60	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	3,038	$578.8k0.36%	0.36%	Added +4	+4 0.1%
61	TESLA INC COM TSLA	TSLA	1,373	$577.5k0.36%	0.36%	Added +85	+85 6.6%
62	SPDR SER TR BLOOMBERG 3-12 M BILS	BILS	5,767	$573.2k0.36%	0.36%	Reduced -710	-710 -11.0%
63	VANGUARD INDEX FDS VALUE ETF VTV	VTV	2,517	$548.5k0.34%	0.34%	Added +50	+50 2.0%
64	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	7,814	$527.9k0.33%	0.33%	Added +42	+42 0.5%
65	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	5,470	$527.5k0.33%	0.33%	Added +96	+96 1.8%
66	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	18,203	$527.2k0.33%	0.33%	Added +4.4k	+4,431 32.2%
67	META PLATFORMS INC CL A META	META	929	$523.3k0.33%	0.33%	Added +126	+126 15.7%
68	INVESCO EXCH TRD SLF IDX FD BULLETSHARES 203 BSCY	BSCY	24,756	$511.6k0.32%	0.32%	Added +5.3k	+5,261 27.0%
69	ISHARES TR MSCI USA MIN VOL USMV	USMV	5,140	$495.8k0.31%	0.31%	Added +7	+7 0.1%
70	ISHARES TR CORE MSCI INTL IDEV	IDEV	5,289	$470.7k0.30%	0.30%	Added +79	+79 1.5%
71	ISHARES TR MRGSTR SM CP ETF MSML	MSML	6,216	$469.4k0.30%	0.30%	Added +18	+18 0.3%
72	ISHARES TR INTL DIV GRWTH IGRO	IGRO	5,203	$457.5k0.29%	0.29%	Added +70	+70 1.4%
73	MICRON TECHNOLOGY INC COM MU	MU	379	$437.5k0.28%	0.28%	New
74	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	4,030	$414.3k0.26%	0.26%	Added +363	+363 9.9%
75	INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF SPGP	SPGP	3,366	$411.7k0.26%	0.26%	Added +8	+8 0.2%
76	SPDR SER TR S&P KENSHO NEW KOMP	KOMP	5,718	$408.8k0.26%	0.26%	Reduced -298	-298 -5.0%
77	ISHARES TR ESG AWARE MSCI ESML	ESML	7,217	$403.6k0.25%	0.25%	Added +15	+15 0.2%
78	SSGA ACTIVE TR STATE STREET MY MYCF	MYCF	16,083	$403.2k0.25%	0.25%	Added +170	+170 1.1%
79	ISHARES TR ESG AWR US AGRGT EAGG	EAGG	8,352	$396.0k0.25%	0.25%	Added +232	+232 2.9%
80	JPMORGAN CHASE & CO COM JPM	JPM	1,139	$372.7k0.23%	0.23%	Added +154	+154 15.6%
81	ISHARES TR RUS 1000 GRW ETF IWF	IWF	2,973	$369.1k0.23%	0.23%	Added +1	+1 0.0%
82	SPDR INDEX SHS FDS MSCI EAFE STRTGC QEFA	QEFA	3,792	$364.1k0.23%	0.23%	Added +58	+58 1.6%
83	SPDR SER TR FACTST INV ETF XITK	XITK	1,808	$354.1k0.22%	0.22%	Reduced -288	-288 -13.7%
84	ISHARES TR MSCI USA SMCP MN SMMV	SMMV	7,500	$345.3k0.22%	0.22%	Added +26	+26 0.3%
85	VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX VIOO	VIOO	2,464	$338.9k0.21%	0.21%	Reduced -38	-38 -1.5%
86	ISHARES TR MSCI USA MMENTM MTUM	MTUM	950	$325.8k0.20%	0.20%	Added +1	+1 0.1%
87	ELI LILLY & CO COM LLY	LLY	259	$310.7k0.20%	0.20%	Added +36	+36 16.1%
88	EATON CORP PLC SHS ETN	ETN	726	$309.5k0.19%	0.19%	Added +12	+12 1.7%
89	ISHARES TR MSCI ACWI EX US ACWX	ACWX	4,012	$305.4k0.19%	0.19%	Added +124	+124 3.2%
90	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 MUNI BSMQ	BSMQ	12,950	$304.9k0.19%	0.19%	Added +88	+88 0.7%
91	ISHARES TR COHEN STEER REIT ICF	ICF	4,384	$296.5k0.19%	0.19%	Added +16	+16 0.4%
92	SPDR SER TR BLOOMBERG INVT FLRN	FLRN	9,499	$293.0k0.18%	0.18%	Added +79	+79 0.8%
93	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	567	$283.7k0.18%	0.18%	Added +72	+72 14.6%
94	VANGUARD ADMIRAL FDS INC MIDCP 400 IDX IVOO	IVOO	2,090	$272.6k0.17%	0.17%	Added +5	+5 0.2%
95	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	3,266	$267.6k0.17%	0.17%	Added +36	+36 1.1%
96	ISHARES TR MRGSTR SM CP GR ISCG	ISCG	4,026	$263.9k0.17%	0.17%	Added +6	+6 0.1%
97	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	3,049	$260.7k0.16%	0.16%	Added +29	+29 1.0%
98	ISHARES TR MSCI EAFE ETF EFA	EFA	2,468	$256.4k0.16%	0.16%	Added +38	+38 1.6%
99	INVESCO EXCH TRD SLF IDX FD INVESCO BULLETSH BSSX	BSSX	9,736	$251.2k0.16%	0.16%	Added +81	+81 0.8%
100	ISHARES TR RUSEL 2500 ETF SMMD	SMMD	2,737	$250.8k0.16%	0.16%	Reduced -31	-31 -1.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXCHANGE TRADED CONCEPTS TRU EMQQ	EMQQ	8,614	$285.0k8.6k shares
FIRST TR EXCHANGE-TRADED FD KNG	KNG	5,362	$261.2k5.4k shares
EXXON MOBIL CORP XOM	XOM	1,276	$216.5k1.3k shares
TJX COS INC NEW TJX	TJX	1,305	$208.4k1.3k shares