13F HOLDINGS REPORT

Opulen Financial Group LLC

Quarter ended Q3 2025 · Filed November 17, 2025 · Accession 0002055099-25-000010

Total Value

$131.9M

Positions

106

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (106)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	SPDR S&P 500 ETF TR	SPY	22,699	$15.1M	11.46%
2	SCHWAB STRATEGIC TR	808524797	511,992	$14.0M	10.60%
3	ISHARES TR	46434V456	186,268	$8.2M	6.24%
4	AMAZON COM INC	AMZN	24,043	$5.3M	4.00%
5	ISHARES TR	464287200	7,053	$4.7M	3.58%
6	VANGUARD INDEX FDS	922908652	20,256	$4.2M	3.21%
7	VANGUARD INDEX FDS	922908363	6,241	$3.8M	2.90%
8	INVESCO EXCH TRD SLF IDX FD	IVZ	169,725	$2.9M	2.17%
9	VANGUARD INDEX FDS	922908611	13,614	$2.8M	2.15%
10	INVESCO EXCH TRD SLF IDX FD	IVZ	150,199	$2.8M	2.14%
11	INVESCO EXCH TRD SLF IDX FD	IVZ	161,674	$2.7M	2.04%
12	INVESCO QQQ TR	IVZ	4,425	$2.7M	2.01%
13	INVESCO EXCH TRD SLF IDX FD	IVZ	127,877	$2.6M	1.99%
14	INVESCO EXCH TRD SLF IDX FD	IVZ	114,200	$2.4M	1.81%
15	INVESCO EXCH TRD SLF IDX FD	IVZ	115,236	$2.3M	1.71%
16	INVESCO EXCH TRD SLF IDX FD	IVZ	111,357	$2.2M	1.66%
17	VANGUARD INDEX FDS	922908595	7,127	$2.1M	1.61%
18	VANGUARD INDEX FDS	922908629	6,067	$1.8M	1.35%
19	VANGUARD INDEX FDS	922908751	6,812	$1.7M	1.31%
20	INVESCO EXCH TRD SLF IDX FD	IVZ	74,747	$1.5M	1.17%
21	INVESCO EXCH TRD SLF IDX FD	IVZ	69,208	$1.5M	1.13%
22	INVESCO EXCH TRADED FD TR II	IVZ	5,550	$1.4M	1.04%
23	ISHARES TR	46434V621	19,743	$1.3M	1.02%
24	ISHARES TR	46432F339	6,900	$1.3M	1.02%
25	NVIDIA CORPORATION	NVDA	7,139	$1.3M	1.01%
26	INVESCO EXCHANGE TRADED FD T	IVZ	6,234	$1.2M	0.90%
27	APPLE INC	AAPL	4,543	$1.2M	0.88%
28	SSGA ACTIVE ETF TR	78467V608	26,973	$1.1M	0.85%
29	INVESCO EXCHANGE TRADED FD T	IVZ	10,212	$1.1M	0.81%
30	VANGUARD INDEX FDS	922908769	3,132	$1.0M	0.78%
31	MICROSOFT CORP	MSFT	1,901	$984,747	0.75%
32	SCHWAB STRATEGIC TR	808524722	30,386	$976,009	0.74%
33	VANGUARD INDEX FDS	922908736	2,011	$964,383	0.73%
34	SPDR SERIES TRUST	78468R655	10,889	$916,537	0.69%
35	ISHARES TR	464287804	6,978	$829,216	0.63%
36	SPDR SERIES TRUST	78464A649	32,044	$828,337	0.63%
37	EXCHANGE TRADED CONCEPTS TRU	301505889	16,916	$785,483	0.60%
38	SPDR SERIES TRUST	78468R408	29,339	$751,085	0.57%
39	SPDR SERIES TRUST	78468R853	16,168	$748,922	0.57%
40	VANGUARD TAX-MANAGED FDS	921943858	12,315	$737,942	0.56%
41	SPDR SERIES TRUST	78468R523	7,395	$735,993	0.56%
42	VANGUARD BD INDEX FDS	921937835	9,369	$696,783	0.53%
43	SPDR S&P MIDCAP 400 ETF TR	MDY	1,167	$695,412	0.53%
44	VANGUARD INTL EQUITY INDEX F	922042775	9,651	$688,813	0.52%
45	WISDOMTREE TR	WT	16,042	$608,639	0.46%
46	FIRST TR EXCH TRADED FD III	33739E108	32,888	$599,881	0.45%
47	SPDR SERIES TRUST	78464A128	2,937	$599,578	0.45%
48	ISHARES TR	464288208	7,152	$594,001	0.45%
49	SPDR SERIES TRUST	78464A854	7,499	$587,500	0.45%
50	SPDR SERIES TRUST	78468R812	3,356	$574,584	0.44%
51	ISHARES TR	464288802	4,186	$567,894	0.43%
52	DIMENSIONAL ETF TRUST	25434V799	17,080	$560,064	0.42%
53	SPDR SERIES TRUST	78464A110	2,890	$550,314	0.42%
54	SPDR SERIES TRUST	78468R531	8,646	$549,799	0.42%
55	META PLATFORMS INC	META	744	$546,682	0.41%
56	TESLA INC	TSLA	1,147	$510,094	0.39%
57	ISHARES TR	46429B697	5,120	$487,085	0.37%
58	VANGUARD INDEX FDS	922908553	5,204	$475,725	0.36%
59	VANGUARD INDEX FDS	922908744	2,456	$458,100	0.35%
60	SPDR SERIES TRUST	78468R648	7,024	$437,283	0.33%
61	ISHARES TR	464288505	6,719	$426,170	0.32%
62	SPDR SERIES TRUST	78464A847	7,260	$415,199	0.31%
63	ISHARES TR	46435G524	5,179	$412,573	0.31%
64	ISHARES TR	46435G326	5,115	$410,082	0.31%
65	NETFLIX INC	NFLX	338	$405,235	0.31%
66	SELECT SECTOR SPDR TR	81369Y803	1,405	$395,975	0.30%
67	ISHARES TR	46435U549	7,962	$382,412	0.29%
68	INVESCO EXCHANGE TRADED FD T	IVZ	3,341	$379,636	0.29%
69	BROADCOM INC	AVGO	1,146	$378,077	0.29%
70	ALPHABET INC	GOOG	1,515	$368,208	0.28%
71	FIRST TR EXCHANGE-TRADED FD	33739Q705	7,230	$356,511	0.27%
72	ISHARES TR	464287614	742	$347,605	0.26%
73	INVESCO EXCH TRD SLF IDX FD	IVZ	16,483	$346,477	0.26%
74	ISHARES TR	46435G516	3,677	$341,901	0.26%
75	ISHARES TR	46435G433	7,723	$332,493	0.25%
76	SPDR INDEX SHS FDS	78463X434	3,682	$323,686	0.25%
77	ISHARES TR	464287564	5,238	$322,783	0.24%
78	ISHARES TR	46435U663	7,085	$319,373	0.24%
79	ISHARES TR	46432F396	1,199	$307,560	0.23%
80	SPDR SERIES TRUST	78468R200	9,951	$307,093	0.23%
81	INVESCO EXCH TRD SLF IDX FD	IVZ	12,689	$299,772	0.23%
82	DIMENSIONAL ETF TRUST	25434V732	9,083	$291,300	0.22%
83	AT&T INC	T-PC	10,140	$286,356	0.22%
84	JPMORGAN CHASE & CO.	VYLD	888	$280,195	0.21%
85	ALPHABET INC	GOOG	1,112	$270,841	0.21%
86	VANGUARD ADMIRAL FDS INC	921932828	2,419	$267,257	0.20%
87	HOME DEPOT INC	HD	658	$266,730	0.20%
88	SSGA ACTIVE TR	78470P820	10,376	$260,759	0.20%
89	EATON CORP PLC	ETN	683	$255,728	0.19%
90	INVESCO EXCH TRD SLF IDX FD	IVZ	9,499	$242,660	0.18%
91	DIMENSIONAL ETF TRUST	25434V880	7,718	$242,198	0.18%
92	ISHARES TR	464288240	3,715	$241,488	0.18%
93	INVESCO EXCH TRADED FD TR II	IVZ	3,211	$235,938	0.18%
94	BERKSHIRE HATHAWAY INC DEL	BRK-A	456	$229,249	0.17%
95	VANGUARD ADMIRAL FDS INC	921932885	2,072	$228,661	0.17%
96	ISHARES TR	464287465	2,386	$222,825	0.17%
97	VANGUARD STAR FDS	921909768	2,987	$219,404	0.17%
98	INVESCO EXCH TRD SLF IDX FD	IVZ	8,782	$219,321	0.17%
99	ISHARES TR	464288604	4,006	$217,578	0.16%
100	INVESCO EXCH TRD SLF IDX FD	IVZ	9,364	$216,306	0.16%
101	INVESCO EXCH TRD SLF IDX FD	IVZ	9,762	$213,983	0.16%
102	INVESCO EXCH TRD SLF IDX FD	IVZ	8,844	$207,089	0.16%
103	ISHARES TR	46435G268	2,791	$205,750	0.16%
104	INVESCO EXCH TRD SLF IDX FD	IVZ	8,617	$203,886	0.15%
105	VANGUARD ADMIRAL FDS INC	921932703	1,020	$203,382	0.15%
106	SPDR DOW JONES INDL AVERAGE	78467X109	433	$200,656	0.15%