Opulen Financial Group LLC

Q2 2026 13F-HR Holdings

Location
Arlington, VA
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
116
Total value ($000)
$158,989
Net value change ($000)
+16,888 (11.9%)
New positions
6
Sold out positions
4
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 2,462 16.1%
VXF 874 20.7%
IVV 841 14.9%
IQLT 726 8.4%
QQQ 705 28.1%
SCHD 654 3.8%
VOO 530 13.3%
DFAX 524 32.7%
VBK 481 22.3%
AMD 459 188.9%
Top Reduces (Value $000, Stocks/ETFs)
EMQQ -285 -100.0%
KNG -261 -100.0%
XOM -216 -100.0%
TJX -208 -100.0%
AMZN -163 -3.7%
NFLX -102 -29.9%
T -93 -30.0%
BILS -71 -11.0%
BSCQ -11 -0.5%
SRLN -8 -0.8%
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