Opulen Financial Group

ARLINGTON, VAfiles as Opulen Financial Group LLC

$159m in 116 US stocks at the end of 30 June 2026. The top 10 are 47.5% of the money. It changed about 4.5% of the portfolio this quarter.

Value

$159m

Stocks

116

Top 10 share

47.5%

Turnover

4.5%

What changed this quarter

New

Bought for the first time this quarter.

Micron TechnologyMU
0.3% of the fund
IntelINTC
0.1% of the fund
Invesco Exch Traded FD TR IIRWJ
0.1% of the fund
State STR Spdr DOW Jones INDDIA
0.1% of the fund
Vanguard Admiral FDSVOOG
0.1% of the fund
Applied MaterialsAMAT
0.1% of the fund

Added

Bought more of a stock they already held.

Invesco Exch TRD SLF IDX FDBSCV
2.0% of the fund
+4%
Invesco Exch TRD SLF IDX FDBSCW
1.7% of the fund
+2%
Invesco Exch TRD SLF IDX FDBSCR
1.6% of the fund
+2%
Dimensional ETF TrustDFAX
1.3% of the fund
+22%
NvidiaNVDA
1.1% of the fund
+8%
AppleAAPL
1.0% of the fund
+9%
Invesco Exch TRD SLF IDX FDBSCX
1.0% of the fund
+6%
Vanguard Index FDSVTI
0.9% of the fund
+6%
Schwab Strategic TRSCHK
0.8% of the fund
+6%
Invesco Exchange Traded FD TXMHQ
0.7% of the fund
+3%
Vanguard Tax-Managed FDSVEA
0.6% of the fund
+10%
MicrosoftMSFT
0.6% of the fund
+15%
Vanguard BD Index FDSBND
0.5% of the fund
+2%
Dimensional ETF TrustDFEM
0.5% of the fund
+15%
Spdr Series TrustEFIV
0.5% of the fund
+13%
Spdr Series TrustSPYM
0.4% of the fund
+3%
Dimensional ETF TrustDFAS
0.4% of the fund
+2%
AlphabetGOOG
0.4% of the fund
+25%
Invesco Exch TRD SLF IDX FDBSCZ
0.4% of the fund
+18%
AlphabetGOOGL
0.4% of the fund
+4%
BroadcomAVGO
0.4% of the fund
+14%
TeslaTSLA
0.4% of the fund
+7%
Vanguard Index FDSVTV
0.3% of the fund
+2%
Schwab Strategic TRSCHB
0.3% of the fund
+32%
Meta PlatformsMETA
0.3% of the fund
+16%

Cut

Sold some of their stake.

Amazon.comAMZN
2.7% of the fund
-16%
Wisdomtree TRXSOE
0.5% of the fund
-5%
Spdr Series TrustCNRG
0.4% of the fund
-13%
Spdr Series TrustBILS
0.4% of the fund
-11%
Spdr Series TrustKOMP
0.3% of the fund
-5%
Spdr Series TrustXITK
0.2% of the fund
-14%
NetflixNFLX
0.2% of the fund
-5%

Sold out

Sold their entire stake.

Exchange Traded Concepts TRUEMQQ
-100%
First TR Exchange-Traded FDKNG
-100%
ExxonMobil HoldingsXOM
-100%
TJX CompaniesTJX
-100%

Holdings

Schwab Strategic TRSCHD
Share
11.3%
Value
$18m
Shares
567,755
Held
State STR Spdr S&P 500 ETF TSPY
Share
11.2%
Value
$18m
Shares
23,752
Held
Ishares TRIQLT
Share
5.9%
Value
$9m
Shares
188,137
Held
Ishares TRIVV
Share
4.1%
Value
$6m
Shares
8,660
Held
Vanguard Index FDSVXF
Share
3.2%
Value
$5m
Shares
20,672
Held
Vanguard Index FDSVOO
Share
2.8%
Value
$5m
Shares
6,569
Held
Amazon.comAMZN
Share
2.7%
Value
$4m
Shares
17,917
-16%
Invesco Exch TRD SLF IDX FDBSCU
Share
2.2%
Value
$3m
Shares
209,440
Held
Vanguard Index FDSVBR
Share
2.2%
Value
$3m
Shares
14,072
Held
Invesco Exch TRD SLF IDX FDBSCT
Share
2.0%
Value
$3m
Shares
174,990
Held
Invesco QQQ TRQQQ
Share
2.0%
Value
$3m
Shares
4,361
Held
Invesco Exch TRD SLF IDX FDBSCV
Share
2.0%
Value
$3m
Shares
193,037
+4%
Invesco Exch TRD SLF IDX FDBSCS
Share
1.9%
Value
$3m
Shares
146,217
Held
Invesco Exch TRD SLF IDX FDBSCW
Share
1.7%
Value
$3m
Shares
131,647
+2%
Vanguard Index FDSVBK
Share
1.7%
Value
$3m
Shares
7,225
Held
Invesco Exch TRD SLF IDX FDBSCR
Share
1.6%
Value
$2m
Shares
126,283
+2%
Invesco Exch TRD SLF IDX FDBSCQ
Share
1.5%
Value
$2m
Shares
119,793
Held
Vanguard Index FDSVB
Share
1.4%
Value
$2m
Shares
7,279
Held
Dimensional ETF TrustDFAX
Share
1.3%
Value
$2m
Shares
57,772
+22%
Vanguard Index FDSVO
Share
1.3%
Value
$2m
Shares
25,513
Held
NvidiaNVDA
Share
1.1%
Value
$2m
Shares
8,690
+8%
Invesco Exch Traded FD TR IIQQQM
Share
1.1%
Value
$2m
Shares
5,517
Held
AppleAAPL
Share
1.0%
Value
$2m
Shares
5,633
+9%
Invesco Exch TRD SLF IDX FDBSCX
Share
1.0%
Value
$2m
Shares
77,239
+6%
Ishares TRQUAL
Share
1.0%
Value
$2m
Shares
7,136
Held
Ishares TRDGRO
Share
1.0%
Value
$2m
Shares
20,065
Held
Vanguard Index FDSVTI
Share
0.9%
Value
$1m
Shares
3,758
+6%
Invesco Exchange Traded FD TRSP
Share
0.9%
Value
$1m
Shares
6,461
Held
Schwab Strategic TRSCHK
Share
0.8%
Value
$1m
Shares
34,672
+6%
Invesco Exchange Traded FD TXMHQ
Share
0.7%
Value
$1m
Shares
10,507
+3%
Ishares TRIJR
Share
0.7%
Value
$1m
Shares
7,494
Held
Dimensional ETF TrustDFSU
Share
0.7%
Value
$1m
Shares
23,091
Held
Vanguard Index FDSVUG
Share
0.7%
Value
$1m
Shares
12,045
Held
Spdr Series TrustSPSM
Share
0.6%
Value
$984,736
Shares
17,075
Held
Vanguard Tax-Managed FDSVEA
Share
0.6%
Value
$964,310
Shares
13,534
+10%
Ssga Active ETF TRSRLN
Share
0.6%
Value
$954,587
Shares
23,693
Held
State STR Spdr S&P Midcap 40MDY
Share
0.6%
Value
$954,137
Shares
1,357
Held
MicrosoftMSFT
Share
0.6%
Value
$953,880
Shares
2,557
+15%
Ishares TRIMCB
Share
0.6%
Value
$888,834
Shares
9,205
Held
Vanguard Intl Equity Index FVEU
Share
0.5%
Value
$852,801
Shares
10,183
Held
Spdr Series TrustSPAB
Share
0.5%
Value
$805,035
Shares
31,545
Held
Vanguard BD Index FDSBND
Share
0.5%
Value
$767,519
Shares
10,455
+2%
Spdr Series TrustSJNK
Share
0.5%
Value
$765,075
Shares
30,566
Held
Dimensional ETF TrustDFEM
Share
0.5%
Value
$756,481
Shares
18,614
+15%
Wisdomtree TRXSOE
Share
0.5%
Value
$719,780
Shares
14,636
-5%
Spdr Series TrustEFIV
Share
0.5%
Value
$716,663
Shares
9,827
+13%
Spdr Series TrustVLU
Share
0.4%
Value
$708,956
Shares
2,976
Held
Dimensional ETF TrustDFIC
Share
0.4%
Value
$708,651
Shares
19,019
Held
Spdr Series TrustCNRG
Share
0.4%
Value
$705,743
Shares
6,240
-13%
Advanced Micro DevicesAMD
Share
0.4%
Value
$702,320
Shares
1,209
Held
Spdr Series TrustSPYM
Share
0.4%
Value
$683,733
Shares
7,780
+3%
Dimensional ETF TrustDFAS
Share
0.4%
Value
$677,325
Shares
8,226
+2%
AlphabetGOOG
Share
0.4%
Value
$665,701
Shares
1,884
+25%
Ishares TRSUSA
Share
0.4%
Value
$657,536
Shares
4,261
Held
Invesco Exch TRD SLF IDX FDBSCZ
Share
0.4%
Value
$651,147
Shares
31,810
+18%
Spdr Series TrustQUS
Share
0.4%
Value
$635,728
Shares
3,402
Held
First TR Exch Traded FD IIIFPE
Share
0.4%
Value
$599,300
Shares
33,518
Held
AlphabetGOOGL
Share
0.4%
Value
$598,832
Shares
1,676
+4%
BroadcomAVGO
Share
0.4%
Value
$590,423
Shares
1,563
+14%
Select Sector Spdr TRXLK
Share
0.4%
Value
$578,774
Shares
3,038
Held
TeslaTSLA
Share
0.4%
Value
$577,484
Shares
1,373
+7%
Spdr Series TrustBILS
Share
0.4%
Value
$573,161
Shares
5,767
-11%
Vanguard Index FDSVTV
Share
0.3%
Value
$548,491
Shares
2,517
+2%
Spdr Series TrustSPMD
Share
0.3%
Value
$527,898
Shares
7,814
Held
Vanguard Index FDSVNQ
Share
0.3%
Value
$527,502
Shares
5,470
Held
Schwab Strategic TRSCHB
Share
0.3%
Value
$527,153
Shares
18,203
+32%
Meta PlatformsMETA
Share
0.3%
Value
$523,265
Shares
929
+16%
Invesco Exch TRD SLF IDX FDBSCY
Share
0.3%
Value
$511,579
Shares
24,756
+27%
Ishares TRUSMV
Share
0.3%
Value
$495,811
Shares
5,140
Held
Ishares TRIDEV
Share
0.3%
Value
$470,738
Shares
5,289
Held
Ishares TRISCB
Share
0.3%
Value
$469,368
Shares
6,216
Held
Ishares TRIGRO
Share
0.3%
Value
$457,527
Shares
5,203
Held
Micron TechnologyMU
Share
0.3%
Value
$437,476
Shares
379
New
Ishares TRESGD
Share
0.3%
Value
$414,285
Shares
4,030
+10%
Invesco Exchange Traded FD TSPGP
Share
0.3%
Value
$411,672
Shares
3,366
Held
Spdr Series TrustKOMP
Share
0.3%
Value
$408,819
Shares
5,718
-5%
Ishares TRESML
Share
0.3%
Value
$403,635
Shares
7,217
Held
Ssga Active TRMYCF
Share
0.3%
Value
$403,199
Shares
16,083
Held
Ishares TREAGG
Share
0.2%
Value
$395,956
Shares
8,352
+3%
JPMorgan ChaseJPM
Share
0.2%
Value
$372,684
Shares
1,139
+16%
Ishares TRIWF
Share
0.2%
Value
$369,102
Shares
2,973
Held
Spdr Index SHS FDSQEFA
Share
0.2%
Value
$364,122
Shares
3,792
Held
Spdr Series TrustXITK
Share
0.2%
Value
$354,104
Shares
1,808
-14%
Ishares TRSMMV
Share
0.2%
Value
$345,295
Shares
7,500
Held
Vanguard Admiral FDSVIOO
Share
0.2%
Value
$338,926
Shares
2,464
Held
Ishares TRMTUM
Share
0.2%
Value
$325,818
Shares
950
Held
Eli LillyLLY
Share
0.2%
Value
$310,652
Shares
259
+16%
EatonETN
Share
0.2%
Value
$309,494
Shares
726
Held
Ishares TRACWX
Share
0.2%
Value
$305,360
Shares
4,012
+3%
Invesco Exch TRD SLF IDX FDBSMQ
Share
0.2%
Value
$304,904
Shares
12,950
Held
Ishares TRICF
Share
0.2%
Value
$296,499
Shares
4,384
Held
Spdr Series TrustFLRN
Share
0.2%
Value
$293,032
Shares
9,499
Held
Berkshire HathawayBRK-B
Share
0.2%
Value
$283,721
Shares
567
+15%
Vanguard Admiral FDSIVOO
Share
0.2%
Value
$272,557
Shares
2,090
Held
Dimensional ETF TrustDFUS
Share
0.2%
Value
$267,632
Shares
3,266
Held
Ishares TRISCG
Share
0.2%
Value
$263,863
Shares
4,026
Held
Vanguard Star FDSVXUS
Share
0.2%
Value
$260,653
Shares
3,049
Held
Ishares TREFA
Share
0.2%
Value
$256,350
Shares
2,468
Held
Invesco Exch TRD SLF IDX FDBSSX
Share
0.2%
Value
$251,248
Shares
9,736
Held
Ishares TRSMMD
Share
0.2%
Value
$250,756
Shares
2,737
Held

Company	Share of fund	Value	Shares	Change
Schwab Strategic TRSCHD	11.3%	$18m	567,755	Held
State STR Spdr S&P 500 ETF TSPY	11.2%	$18m	23,752	Held
Ishares TRIQLT	5.9%	$9m	188,137	Held
Ishares TRIVV	4.1%	$6m	8,660	Held
Vanguard Index FDSVXF	3.2%	$5m	20,672	Held
Vanguard Index FDSVOO	2.8%	$5m	6,569	Held
Amazon.comAMZN	2.7%	$4m	17,917	-16%
Invesco Exch TRD SLF IDX FDBSCU	2.2%	$3m	209,440	Held
Vanguard Index FDSVBR	2.2%	$3m	14,072	Held
Invesco Exch TRD SLF IDX FDBSCT	2.0%	$3m	174,990	Held
Invesco QQQ TRQQQ	2.0%	$3m	4,361	Held
Invesco Exch TRD SLF IDX FDBSCV	2.0%	$3m	193,037	+4%
Invesco Exch TRD SLF IDX FDBSCS	1.9%	$3m	146,217	Held
Invesco Exch TRD SLF IDX FDBSCW	1.7%	$3m	131,647	+2%
Vanguard Index FDSVBK	1.7%	$3m	7,225	Held
Invesco Exch TRD SLF IDX FDBSCR	1.6%	$2m	126,283	+2%
Invesco Exch TRD SLF IDX FDBSCQ	1.5%	$2m	119,793	Held
Vanguard Index FDSVB	1.4%	$2m	7,279	Held
Dimensional ETF TrustDFAX	1.3%	$2m	57,772	+22%
Vanguard Index FDSVO	1.3%	$2m	25,513	Held
NvidiaNVDA	1.1%	$2m	8,690	+8%
Invesco Exch Traded FD TR IIQQQM	1.1%	$2m	5,517	Held
AppleAAPL	1.0%	$2m	5,633	+9%
Invesco Exch TRD SLF IDX FDBSCX	1.0%	$2m	77,239	+6%
Ishares TRQUAL	1.0%	$2m	7,136	Held
Ishares TRDGRO	1.0%	$2m	20,065	Held
Vanguard Index FDSVTI	0.9%	$1m	3,758	+6%
Invesco Exchange Traded FD TRSP	0.9%	$1m	6,461	Held
Schwab Strategic TRSCHK	0.8%	$1m	34,672	+6%
Invesco Exchange Traded FD TXMHQ	0.7%	$1m	10,507	+3%
Ishares TRIJR	0.7%	$1m	7,494	Held
Dimensional ETF TrustDFSU	0.7%	$1m	23,091	Held
Vanguard Index FDSVUG	0.7%	$1m	12,045	Held
Spdr Series TrustSPSM	0.6%	$984,736	17,075	Held
Vanguard Tax-Managed FDSVEA	0.6%	$964,310	13,534	+10%
Ssga Active ETF TRSRLN	0.6%	$954,587	23,693	Held
State STR Spdr S&P Midcap 40MDY	0.6%	$954,137	1,357	Held
MicrosoftMSFT	0.6%	$953,880	2,557	+15%
Ishares TRIMCB	0.6%	$888,834	9,205	Held
Vanguard Intl Equity Index FVEU	0.5%	$852,801	10,183	Held
Spdr Series TrustSPAB	0.5%	$805,035	31,545	Held
Vanguard BD Index FDSBND	0.5%	$767,519	10,455	+2%
Spdr Series TrustSJNK	0.5%	$765,075	30,566	Held
Dimensional ETF TrustDFEM	0.5%	$756,481	18,614	+15%
Wisdomtree TRXSOE	0.5%	$719,780	14,636	-5%
Spdr Series TrustEFIV	0.5%	$716,663	9,827	+13%
Spdr Series TrustVLU	0.4%	$708,956	2,976	Held
Dimensional ETF TrustDFIC	0.4%	$708,651	19,019	Held
Spdr Series TrustCNRG	0.4%	$705,743	6,240	-13%
Advanced Micro DevicesAMD	0.4%	$702,320	1,209	Held
Spdr Series TrustSPYM	0.4%	$683,733	7,780	+3%
Dimensional ETF TrustDFAS	0.4%	$677,325	8,226	+2%
AlphabetGOOG	0.4%	$665,701	1,884	+25%
Ishares TRSUSA	0.4%	$657,536	4,261	Held
Invesco Exch TRD SLF IDX FDBSCZ	0.4%	$651,147	31,810	+18%
Spdr Series TrustQUS	0.4%	$635,728	3,402	Held
First TR Exch Traded FD IIIFPE	0.4%	$599,300	33,518	Held
AlphabetGOOGL	0.4%	$598,832	1,676	+4%
BroadcomAVGO	0.4%	$590,423	1,563	+14%
Select Sector Spdr TRXLK	0.4%	$578,774	3,038	Held
TeslaTSLA	0.4%	$577,484	1,373	+7%
Spdr Series TrustBILS	0.4%	$573,161	5,767	-11%
Vanguard Index FDSVTV	0.3%	$548,491	2,517	+2%
Spdr Series TrustSPMD	0.3%	$527,898	7,814	Held
Vanguard Index FDSVNQ	0.3%	$527,502	5,470	Held
Schwab Strategic TRSCHB	0.3%	$527,153	18,203	+32%
Meta PlatformsMETA	0.3%	$523,265	929	+16%
Invesco Exch TRD SLF IDX FDBSCY	0.3%	$511,579	24,756	+27%
Ishares TRUSMV	0.3%	$495,811	5,140	Held
Ishares TRIDEV	0.3%	$470,738	5,289	Held
Ishares TRISCB	0.3%	$469,368	6,216	Held
Ishares TRIGRO	0.3%	$457,527	5,203	Held
Micron TechnologyMU	0.3%	$437,476	379	New
Ishares TRESGD	0.3%	$414,285	4,030	+10%
Invesco Exchange Traded FD TSPGP	0.3%	$411,672	3,366	Held
Spdr Series TrustKOMP	0.3%	$408,819	5,718	-5%
Ishares TRESML	0.3%	$403,635	7,217	Held
Ssga Active TRMYCF	0.3%	$403,199	16,083	Held
Ishares TREAGG	0.2%	$395,956	8,352	+3%
JPMorgan ChaseJPM	0.2%	$372,684	1,139	+16%
Ishares TRIWF	0.2%	$369,102	2,973	Held
Spdr Index SHS FDSQEFA	0.2%	$364,122	3,792	Held
Spdr Series TrustXITK	0.2%	$354,104	1,808	-14%
Ishares TRSMMV	0.2%	$345,295	7,500	Held
Vanguard Admiral FDSVIOO	0.2%	$338,926	2,464	Held
Ishares TRMTUM	0.2%	$325,818	950	Held
Eli LillyLLY	0.2%	$310,652	259	+16%
EatonETN	0.2%	$309,494	726	Held
Ishares TRACWX	0.2%	$305,360	4,012	+3%
Invesco Exch TRD SLF IDX FDBSMQ	0.2%	$304,904	12,950	Held
Ishares TRICF	0.2%	$296,499	4,384	Held
Spdr Series TrustFLRN	0.2%	$293,032	9,499	Held
Berkshire HathawayBRK-B	0.2%	$283,721	567	+15%
Vanguard Admiral FDSIVOO	0.2%	$272,557	2,090	Held
Dimensional ETF TrustDFUS	0.2%	$267,632	3,266	Held
Ishares TRISCG	0.2%	$263,863	4,026	Held
Vanguard Star FDSVXUS	0.2%	$260,653	3,049	Held
Ishares TREFA	0.2%	$256,350	2,468	Held
Invesco Exch TRD SLF IDX FDBSSX	0.2%	$251,248	9,736	Held
Ishares TRSMMD	0.2%	$250,756	2,737	Held

Showing the largest 100 of 116.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 30.4% since 30 June 2025.

Where the money is

Technology4.1%

Retail & consumer3.0%

Media & telecom1.4%

Financial services0.4%

Health care0.3%

Industrials0.2%

Other90.5%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.