Opulen Financial Group LLC

Q1 2026 13F-HR Holdings

Location
Arlington, VA
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
114
Total value ($000)
$142,101
Net value change ($000)
+4,823 (3.5%)
New positions
9
Sold out positions
3
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 2,425 16.2%
DFSU 933 NEW
DFAX 657 69.4%
BSCZ 554 NEW
SCHB 346 NEW
IVV 317 6.0%
BSCU 312 9.9%
BSCV 265 9.5%
DFUS 229 NEW
VTEB 228 NEW
Top Reduces (Value $000, Stocks/ETFs)
AMZN -707 -13.8%
SPY -669 -4.2%
EMQQ -307 -51.9%
QQQ -243 -8.8%
HD -234 -100.0%
VOOV -210 -100.0%
DIA -209 -100.0%
MSFT -170 -17.1%
XITK -161 -34.4%
CNRG -134 -17.1%
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