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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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