Opulen Financial Group LLC
All 13F Filings
- Location
- Arlington, VA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 137,278
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/10/2026 | 108 | 137,278 | 13F-HR | Opulen Financial Group LLC |
| Q3 2025 | 11/17/2025 | 106 | 131,917 | 13F-HR | Opulen Financial Group LLC |
| Q2 2025 | 7/23/2025 | 100 | 121,909 | 13F-HR | Opulen Financial Group LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 104.6 K | 76.2% | 5.472 K | 0 | 5.472 K |
| ETFs | 32.69 K | 23.8% | 0 | 112 | -112 |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
137,278
Holdings
108
QoQ value change ($000)
5,361
(4.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.