Opulen Financial Group LLC

Q3 2025 13F-HR Holdings

Location
Arlington, VA
Holdings as of
9/30/2025
Date filed
11/17/2025
Form type
13F-HR
Num holdings
106
Total value ($000)
$131,917
Net value change ($000)
+10,008 (8.2%)
New positions
8
Sold out positions
2
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2025 Next filing: 2/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPY 926 6.5%
SCHD 638 4.8%
DFIC 560 NEW
BSCV 447 19.9%
BSCU 443 18.3%
BSCW 414 21.0%
VOO 396 11.6%
BSCX 371 33.3%
AAPL 345 42.5%
VXF 338 8.7%
Top Reduces (Value $000, Stocks/ETFs)
COST -379 -100.0%
BRK-B -368 -61.6%
BIL -212 -100.0%
AMZN -107 -2.0%
IMCB -55 -8.5%
NFLX -46 -10.2%
SRLN -28 -2.4%
XITK -21 -3.7%
FLRN -19 -5.8%
SJNK -17 -2.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type