Opulen Financial Group LLC

Q3 2026 13F-HR Holdings

Location
Arlington, VA
Holdings as of
9/30/2026
Date filed
10/22/2026
Form type
13F-HR
Num holdings
116
Total value ($000)
$162,948
Net value change ($000)
+3,959 (2.5%)
New positions
3
Sold out positions
3
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 1,026 5.8%
SCHK 756 60.5%
SCHD 752 4.2%
DFAX 680 32.0%
MSFT 600 62.9%
AAPL 502 30.8%
NVDA 410 23.6%
INVESCO EXCH TRD SLF IDX FD 378 NEW
DFAS 262 38.7%
AMZN 242 5.7%
Top Reduces (Value $000, Stocks/ETFs)
CNRG -310 -43.9%
VBK -285 -10.8%
BSSX -251 -100.0%
VBR -244 -7.1%
IQLT -243 -2.6%
VTEB -239 -100.0%
VXF -232 -4.6%
AMAT -209 -100.0%
SPAB -195 -24.2%
VB -117 -5.3%
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