Opulen Financial Group LLC Portfolio Holdings

Opulen Financial Group LLC

  • $122 Billion
  • Q2 2025

Opulen Financial Group LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $122 Billion distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $14.2B, Schwab Strategic Tr Us Dividen with a value of $13.3B, Ishares Msci Intl Quality Fact with a value of $7.99B, Amazon Com Inc with a value of $5.39B, and Ishares Core S&P 500 ETF with a value of $4.41B.

Examining the 13F form we can see an increase of $11.8B in the current position value, from $110B to 122B.

Opulen Financial Group LLC is based out at Arlington, VA

Below you can find more details about Opulen Financial Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $122 Billion
ETFs: $103 Billion
Consumer Cyclical: $5.92 Billion
Technology: $3.16 Billion
Communication Services: $1.49 Billion
Financial Services: $809 Million
Consumer Defensive: $379 Million
Industrials: $235 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.26T
$5.39 Billion 4.42% of portfolio
24,551
Q2 2025 Reduced 0.22%
-
$1.97 Billion 1.62% of portfolio
-
Q2 2025 Added 5.1%
$456B
$1.2 Billion 0.99% of portfolio
7,616
Q2 2025 Added 35.42%
$3.95T
$913 Million 0.75% of portfolio
1,836
Q2 2025 Added 36.3%
$3.69T
$812 Million 0.67% of portfolio
3,956
Q2 2025 Added 19.26%
$621B
$597 Million 0.49% of portfolio
1,230
Q2 2025 New
$1.78T
$536 Million 0.44% of portfolio
726
Q2 2025 Added 28.27%
$545B
$451 Million 0.37% of portfolio
337
Q2 2025 Added 12.71%
$439B
$379 Million 0.31% of portfolio
383
Q2 2025 New
$1.08T
$317 Million 0.26% of portfolio
999
Q2 2025 Added 10.51%
$203B
$279 Million 0.23% of portfolio
9,632
Q2 2025 Added 2.19%
$127B
$236 Million 0.19% of portfolio
857
Q2 2025 New
$1.21T
$227 Million 0.19% of portfolio
1,290
Q2 2025 New
$145B
$235 Million 0.19% of portfolio
657
Q2 2025 New
$405B
$214 Million 0.18% of portfolio
583
Q2 2025 New
$859B
$212 Million 0.17% of portfolio
730
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $122 Billion
  • Prior Value $110 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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