Opulen Financial Group LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Opulen Financial Group LLC reported 116 stock positions worth $159.0 million. Its top holding was Schwab US DVD Equity ETF (SCHD) at 11.3% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 11.2%) and iShares MSCI International Q (IQLT, 5.9%). Compared with Q1 2026, it opened 6 new positions, sold out of 4, added to 91 and reduced 16. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +1%) and the biggest sale Amazon.com (AMZN, shares −16%).

Most Recent 13F
Q2 2026
Location
ARLINGTON, VA
CIK
0002055099
Portfolio Value
$159.0M (Q2 2026)
SEC Filing
0002055099-26-000003 ↗ filed Jul 27, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2024: $110.0M Q4 2024 Q1 2025: $110.1M Q1 2025 Q2 2025: $121.9M Q2 2025 Q3 2025: $131.9M Q3 2025 Q4 2025: $137.3M Q4 2025 Q1 2026: $142.1M Q1 2026 Q2 2026: $159.0M $159.0M Q2 2026

Holdings 116 stocks · $159.0M
SCHD Schwab US DVD Equity ETF 11.32% 567,755 $18.0M Add +0.4%
SPY SS SPDR S&P 500 ETF Trust-US 11.16% 23,752 $17.7M Add +1.1%
IQLT iShares MSCI International Q 5.86% 188,137 $9.3M Add +1.2%
IVV iShares Core S&P 500 ETF 4.08% 8,660 $6.5M Add +0.2%
VXF Vanguard Extended Market ETF 3.20% 20,672 $5.1M Add +0.9%
VOO Vanguard S&P 500 ETF 2.84% 6,569 $4.5M Reduce -1.4%
AMZN Amazon.com Inc. 2.69% 17,917 $4.3M Reduce -15.8%
BSCU Invesco Bulletshares 2030 CB 2.19% 209,440 $3.5M Add +1.4%
VBR Vngrd Mrngst SL-CP Val ETF-U 2.15% 14,072 $3.4M Add +1.9%
BSCT Invesco Bulletshares 2029 CB 2.04% 174,990 $3.3M Add +0.6%
QQQ Invesco QQQ Trust Series 1 2.02% 4,361 $3.2M Add +0.4%
BSCV Invesco Bulletshares 2031 CB 1.99% 193,037 $3.2M Add +3.8%
BSCS Invesco Bulletshares 2028 CB 1.87% 146,217 $3.0M Add +1.1%
BSCW Invesco Bulletshares 2032 CB 1.70% 131,647 $2.7M Add +2.2%
VBK Van Morst SML-Cap Gro-Usd Inc. 1.66% 7,225 $2.6M Add +1.1%
BSCR Invesco Bulletshares 2027 CB 1.56% 126,283 $2.5M Add +2.4%
BSCQ Invesco Bulletshares 2026 CB 1.47% 119,793 $2.3M Reduce -0.4%
VB Vanguard Most SM-Cap ETF-Usd 1.39% 7,279 $2.2M Add +1.9%
DFAX Dimensional World Ex US Core 1.34% 57,772 $2.1M Add +22.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.29% 25,513 $2.1M No change
NVDA Nvidia Corp. 1.09% 8,690 $1.7M Add +7.7%
QQQM Invesco Nasdaq 100 ETF 1.05% 5,517 $1.7M Add +0.1%
AAPL Apple Inc. 1.03% 5,633 $1.6M Add +8.7%
BSCX Invesco Bulletshares 2033 CB 1.02% 77,239 $1.6M Add +6.0%
QUAL iShares MSCI USA Quality Fac 0.98% 7,136 $1.6M Add +1.5%
DGRO iShares Core Dividend Growth 0.96% 20,065 $1.5M Add +0.5%
VTI VG Morningstar TS MKT ETF-US 0.87% 3,758 $1.4M Add +6.4%
RSP Invesco S&P 500 Equal Weight 0.86% 6,461 $1.4M Add +0.9%
SCHK Schwab 1000 Index ETF 0.79% 34,672 $1.3M Add +6.2%
XMHQ Invesco S&P Midcap Qual ETF 0.75% 10,507 $1.2M Add +2.6%
IJR iShares Core S&P Small-Cap E 0.70% 7,494 $1.1M Reduce -1.7%
DFSU Dimensional US Sus CORE1 ETF 0.68% 23,091 $1.1M Add +1.7%
VUG Vanguard Mrngstar GR ETF-Sui 0.65% 12,045 $1.0M No change
SPSM SS SPDR P S&P 600 Small Cap 0.62% 17,075 $985K Add +0.7%
VEA Vanguard Ftse Developed ETF 0.61% 13,534 $964K Add +9.6%
SRLN SS Blackstone Sr Loan ETF 0.60% 23,693 $955K Reduce -1.3%
MDY State Street SPDR S&P Midcap 0.60% 1,357 $954K Add +0.2%
MSFT Microsoft Corp. 0.60% 2,557 $954K Add +14.5%
IMCB iShares Morningstar Mid-Cap 0.56% 9,205 $889K Reduce -0.1%
VEU Vanguard Ftse All-World Ex-U 0.54% 10,183 $853K Add +0.4%
SPAB SS SPDR P Agg Bond ETF 0.51% 31,545 $805K Add +0.8%
BND Vanguard Total Bond Market 0.48% 10,455 $768K Add +2.3%
SJNK SS SPDR BB St Hi Yield ETF 0.48% 30,566 $765K Add +1.8%
DFEM Dimensional Emrg MRKT Core 0.48% 18,614 $756K Add +14.6%
XSOE Wisdmtree Emerg MKT Ex-St Ow 0.45% 14,636 $720K Reduce -4.8%
EFIV SS SPDR S&P 500 ESG ETF 0.45% 9,827 $717K Add +13.1%
VLU SS SPDR S&P 1500 Value Tilt 0.45% 2,976 $709K Add +0.4%
DFIC Dimensional International Co. 0.45% 19,019 $709K Add +1.2%
CNRG SS SPDR S&P Kensho CLP ETF 0.44% 6,240 $706K Reduce -13.2%
AMD Advanced Micro Devices 0.44% 1,209 $702K Add +1.1%
SPYM Ste STR SPDR PT S&P 500 ETF 0.43% 7,780 $684K Add +3.2%
DFAS Dimensional US Small Cap ETF 0.43% 8,226 $677K Add +2.5%
GOOG Alphabet Inc. Class C 0.42% 1,884 $666K Add +25.2%
SUSA iShares ESG Optimized MSCI U 0.41% 4,261 $658K Add +0.1%
BSCZ Invesco Bulletshares 2035 CB 0.41% 31,810 $651K Add +17.9%
QUS SS SPDR MSCI U Stratfact ETF 0.40% 3,402 $636K Add +0.5%
FPE FT-Preferred Secur & Inc. ETF 0.38% 33,518 $599K Reduce -1.0%
GOOGL Alphabet Inc. Class A 0.38% 1,676 $599K Add +4.4%
AVGO Broadcom Inc. 0.37% 1,563 $590K Add +13.6%
XLK SS Technology Select Sector 0.36% 3,038 $579K Add +0.1%
TSLA Tesla Inc. 0.36% 1,373 $577K Add +6.6%
BILS SS Spdrb B 3-12M T-Bill ETF 0.36% 5,767 $573K Reduce -11.0%
VTV Vanguard Mrngstr Val ETF-Aui 0.34% 2,517 $548K Add +2.0%
SPMD SS SPDR P S&P 400 Midcap ETF 0.33% 7,814 $528K Add +0.5%
VNQ Vanguard Real Estate ETF 0.33% 5,470 $528K Add +1.8%
SCHB Schwab US Broad Market ETF 0.33% 18,203 $527K Add +32.2%
META Meta Platforms Inc. Class A 0.33% 929 $523K Add +15.7%
BSCY Invesco Bulletshares 2034 CB 0.32% 24,756 $512K Add +27.0%
USMV iShares MSCI USA Min Vol Fac 0.31% 5,140 $496K Add +0.1%
IDEV iShares Core MSCI Dev MKTS 0.30% 5,289 $471K Add +1.5%
ISCB iShares Morningstar SM Cap 0.30% 6,216 $469K Add +0.3%
IGRO iShares Intl Div Growth ETF 0.29% 5,203 $458K Add +1.4%
MU Micron Technology Inc. 0.28% 379 $437K New
ESGD iShares Trust iShares ESG Aw 0.26% 4,030 $414K Add +9.9%
SPGP Invesco S&P 500 Garp ETF 0.26% 3,366 $412K Add +0.2%
KOMP SS SPDR S&P Kensho Ne Comp 0.26% 5,718 $409K Reduce -5.0%
ESML iShares ESG Aware MSCI USA S 0.25% 7,217 $404K Add +0.2%
MYCF State Street MY2026 Corporat 0.25% 16,083 $403K Add +1.1%
EAGG iShares ESG Aware US Aggrega 0.25% 8,352 $396K Add +2.9%
JPM JPMorgan Chase & Co. 0.23% 1,139 $373K Add +15.6%
IWF iShares Russell 1000 Growth 0.23% 2,973 $369K No change
QEFA STSR SPD MSC Eaf Stgfs-US Inc. 0.23% 3,792 $364K Add +1.6%
XITK SS SPDR F Inno Tech ETF 0.22% 1,808 $354K Reduce -13.7%
SMMV iShares MSCI USA Small-Cap M 0.22% 7,500 $345K Add +0.3%
VIOO Vanguard S&P Small-Cap 600 E 0.21% 2,464 $339K Reduce -1.5%
MTUM iShares MSCI USA Momentum Fa 0.20% 950 $326K Add +0.1%
LLY Eli Lilly & Co. 0.20% 259 $311K Add +16.1%
ETN Eaton Corp. PLC 0.19% 726 $309K Add +1.7%
ACWX iShares MSCI Acwi Ex US ETF 0.19% 4,012 $305K Add +3.2%
BSMQ Invesco Bulletshares 2026 MB 0.19% 12,950 $305K Add +0.7%
ICF iShares Select U.S. REIT ETF 0.19% 4,384 $296K Add +0.4%
FLRN SS SPDR BB Ig Float RT ETF 0.18% 9,499 $293K Add +0.8%
BRK.B Berkshire Hathaway Inc. Class B 0.18% 567 $284K Add +14.6%
IVOO Vanguard S&P Mid-Cap 400 ETF 0.17% 2,090 $273K Add +0.2%
DFUS Dimensional US Eq MKT ETF 0.17% 3,266 $268K Add +1.1%
ISCG iShares Morningstar Small-Ca 0.17% 4,026 $264K Add +0.1%
VXUS Vanguard Total Intl Stock 0.16% 3,049 $261K Add +1.0%
EFA iShares MSCI Eafe ETF 0.16% 2,468 $256K Add +1.6%
BSSX Invesco Bulletshares 2033 MB 0.16% 9,736 $251K Add +0.8%
SMMD iShares Russell 2500 ETF 0.16% 2,737 $251K Reduce -1.1%
SPLV Invesco S&P 500 Low Volatili 0.15% 3,264 $244K Add +0.6%
NFLX Netflix Inc. 0.15% 3,352 $239K Reduce -5.4%
VTEB Vanguard Tax-Exempt Bond ETF 0.15% 4,719 $239K Add +3.3%
JNJ Johnson & Johnson 0.15% 920 $234K Add +7.7%
DFSI Dimensional Int Sus COR1 ETF 0.15% 5,158 $233K Add +1.2%
INTC Intel Corp. 0.14% 1,643 $229K New
RWJ Invesco S&P Smallcap 600 0.14% 3,840 $228K New
BSMW Invesco Bulletshares 2032 MB 0.14% 8,992 $226K Add +0.8%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.14% 433 $226K New
VOOG Vanguard S&P 500 Growth ETF 0.14% 2,690 $222K New
BSMT Invesco Bulletshares 2029 MB 0.14% 9,518 $219K Add +0.6%
BSMU Invesco Bulletshares 2030 MB 0.14% 9,926 $218K Add +0.6%
T AT&T Inc. 0.14% 10,485 $217K Reduce -1.9%
BSMS Invesco Bulletshares 2028 MB 0.13% 9,001 $211K Add +0.6%
AMAT Applied Materials Inc. 0.13% 289 $209K New
BSMR Invesco Bulletshares 2027 MB 0.13% 8,766 $207K Add +0.6%

Portfolio Sells Q1 2026 → Q2 2026
AMZN Amazon.com Inc. Reduce -15.8% 2.69% −0.43
EMQQ Emg MKT Internet ETF-USA Inc. Sold out 0.00% −0.20
KNG FT Vest S&P 500 DVD Arst TRG Sold out 0.00% −0.18
BSCQ Invesco Bulletshares 2026 CB Reduce -0.4% 1.47% −0.18
XOM Exxon Mobil Corp. Sold out 0.00% −0.15
TJX TJX Companies Inc. Sold out 0.00% −0.15
BILS SS Spdrb B 3-12M T-Bill ETF Reduce -11.0% 0.36% −0.09
NFLX Netflix Inc. Reduce -5.4% 0.15% −0.09
T AT&T Inc. Reduce -1.9% 0.14% −0.08
SRLN SS Blackstone Sr Loan ETF Reduce -1.3% 0.60% −0.08
FPE FT-Preferred Secur & Inc. ETF Reduce -1.0% 0.38% −0.05
CNRG SS SPDR S&P Kensho CLP ETF Reduce -13.2% 0.44% −0.01
XITK SS SPDR F Inno Tech ETF Reduce -13.7% 0.22% +0.01
SMMD iShares Russell 2500 ETF Reduce -1.1% 0.16% +0.01
KOMP SS SPDR S&P Kensho Ne Comp Reduce -5.0% 0.26% +0.01
VIOO Vanguard S&P Small-Cap 600 E Reduce -1.5% 0.21% +0.01
IMCB iShares Morningstar Mid-Cap Reduce -0.1% 0.56% +0.02
XSOE Wisdmtree Emerg MKT Ex-St Ow Reduce -4.8% 0.45% +0.02
IJR iShares Core S&P Small-Cap E Reduce -1.7% 0.70% +0.03
VOO Vanguard S&P 500 ETF Reduce -1.4% 2.84% +0.04

Portfolio Buys Q1 2026 → Q2 2026
SPY SS SPDR S&P 500 ETF Trust-US Add +1.1% 11.16% +0.41
MU Micron Technology Inc. New 0.28% +0.28
AMD Advanced Micro Devices Add +1.1% 0.44% +0.27
QQQ Invesco QQQ Trust Series 1 Add +0.4% 2.02% +0.26
VXF Vanguard Extended Market ETF Add +0.9% 3.20% +0.23
DFAX Dimensional World Ex US Core Add +22.4% 1.34% +0.21
INTC Intel Corp. New 0.14% +0.14
RWJ Invesco S&P Smallcap 600 New 0.14% +0.14
DIA SS SPDR Dow Jones Indus Avg New 0.14% +0.14
VBK Van Morst SML-Cap Gro-Usd Inc. Add +1.1% 1.66% +0.14
VOOG Vanguard S&P 500 Growth ETF New 0.14% +0.14
AMAT Applied Materials Inc. New 0.13% +0.13
QQQM Invesco Nasdaq 100 ETF Add +0.1% 1.05% +0.13
GOOG Alphabet Inc. Class C Add +25.2% 0.42% +0.11
IVV iShares Core S&P 500 ETF Add +0.2% 4.08% +0.11
NVDA Nvidia Corp. Add +7.7% 1.09% +0.10
AAPL Apple Inc. Add +8.7% 1.03% +0.10
SCHB Schwab US Broad Market ETF Add +32.2% 0.33% +0.09
DFEM Dimensional Emrg MRKT Core Add +14.6% 0.48% +0.08
XLK SS Technology Select Sector Add +0.1% 0.36% +0.08
VTI VG Morningstar TS MKT ETF-US Add +6.4% 0.87% +0.08
AVGO Broadcom Inc. Add +13.6% 0.37% +0.07
VB Vanguard Most SM-Cap ETF-Usd Add +1.9% 1.39% +0.07
SCHK Schwab 1000 Index ETF Add +6.2% 0.79% +0.07
EFIV SS SPDR S&P 500 ESG ETF Add +13.1% 0.45% +0.07
GOOGL Alphabet Inc. Class A Add +4.4% 0.38% +0.05
LLY Eli Lilly & Co. Add +16.1% 0.20% +0.05
VEA Vanguard Ftse Developed ETF Add +9.6% 0.61% +0.05
MTUM iShares MSCI USA Momentum Fa Add +0.1% 0.20% +0.04
SPSM SS SPDR P S&P 600 Small Cap Add +0.7% 0.62% +0.04
VBR Vngrd Mrngst SL-CP Val ETF-U Add +1.9% 2.15% +0.04
BSCY Invesco Bulletshares 2034 CB Add +27.0% 0.32% +0.04
QUAL iShares MSCI USA Quality Fac Add +1.5% 0.98% +0.04
JPM JPMorgan Chase & Co. Add +15.6% 0.23% +0.03
TSLA Tesla Inc. Add +6.6% 0.36% +0.03
DFAS Dimensional US Small Cap ETF Add +2.5% 0.43% +0.02
SPYM Ste STR SPDR PT S&P 500 ETF Add +3.2% 0.43% +0.02
DFSU Dimensional US Sus CORE1 ETF Add +1.7% 0.68% +0.02
BSCZ Invesco Bulletshares 2035 CB Add +17.9% 0.41% +0.02
MSFT Microsoft Corp. Add +14.5% 0.60% +0.02
SUSA iShares ESG Optimized MSCI U Add +0.1% 0.41% +0.02
ESML iShares ESG Aware MSCI USA S Add +0.2% 0.25% +0.02
ETN Eaton Corp. PLC Add +1.7% 0.19% +0.01
ESGD iShares Trust iShares ESG Aw Add +9.9% 0.26% +0.01
MDY State Street SPDR S&P Midcap Add +0.2% 0.60% +0.01
BRK.B Berkshire Hathaway Inc. Class B Add +14.6% 0.18% +0.01
ISCB iShares Morningstar SM Cap Add +0.3% 0.30% +0.01
ISCG iShares Morningstar Small-Ca Add +0.1% 0.17% +0.01
SPMD SS SPDR P S&P 400 Midcap ETF Add +0.5% 0.33% +0.01
DFUS Dimensional US Eq MKT ETF Add +1.1% 0.17% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 116$159.0MSCHD, SPY, IQLT, IVV, VXF
Q1 2026 114$142.1MSCHD, SPY, IQLT, IVV, AMZN
Q4 2025 108$137.3MSPY, SCHD, IQLT, IVV, AMZN
Q3 2025 106$131.9MSPY, SCHD, IQLT, AMZN, IVV
Q2 2025 100$121.9MSPY, SCHD, IQLT, AMZN, IVV
Q1 2025 90$110.1MSCHD, SPY, IQLT, AMZN, IVV
Q4 2024 87$110.0MSPY, SCHD, IQLT, AMZN, IVV