Opulen Financial Group LLC

Q4 2025 13F-HR Holdings

Location
Arlington, VA
Holdings as of
12/31/2025
Date filed
2/10/2026
Form type
13F-HR
Num holdings
108
Total value ($000)
$137,278
Net value change ($000)
+5,361 (4.1%)
New positions
3
Sold out positions
1
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/17/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SCHD 948 6.8%
SPY 822 5.4%
DFAX 705 291.3%
IVV 606 12.8%
DFAS 369 NEW
IQLT 299 3.6%
BSCU 273 9.5%
AMD 250 NEW
LLY 225 NEW
VOO 223 5.8%
Top Reduces (Value $000, Stocks/ETFs)
BSCP -1,547 -100.0%
EMQQ -193 -24.6%
AMZN -139 -2.6%
CNRG -134 -14.6%
NFLX -104 -25.7%
XITK -82 -14.9%
SRLN -53 -4.7%
T -42 -14.7%
KOMP -37 -8.5%
META -36 -6.6%
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