Opulen Financial Group LLC Portfolio Holdings

Opulen Financial Group LLC

  • $132 Billion
  • Q3 2025

Opulen Financial Group LLC has filed its 13F form on November 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $132 Billion distributed in 106 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 $15.1B, Schwab Strategic Tr Us Dividen with a value of $14B, Ishares Msci Intl Quality Fact with a value of $8.23B, Amazon Com Inc with a value of $5.28B, and Ishares Core S&P 500 ETF with a value of $4.72B.

Examining the 13F form we can see an increase of $10B in the current position value, from $122B to 132B.

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 $132 Billion
ETFs: $111 Billion
Consumer Cyclical: $6.06 Billion
Technology: $3.85 Billion
Communication Services: $1.88 Billion
Financial Services: $509 Million
Industrials: $256 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.1 Billion 11.46% of portfolio
22,699
Q3 2025 Reduced 1.21%
$0
$14 Billion 10.6% of portfolio
511,992
Q3 2025 Added 1.72%
$0
$8.23 Billion 6.24% of portfolio
186,268
Q3 2025 Added 0.71%
$2.39T
$5.28 Billion 4.0% of portfolio
24,043
Q3 2025 Reduced 2.07%
$0
$4.72 Billion 3.58% of portfolio
7,053
Q3 2025 Reduced 0.69%
$0
$4.24 Billion 3.21% of portfolio
20,256
Q3 2025 Added 0.03%
$0
$3.82 Billion 2.9% of portfolio
6,241
Q3 2025 Added 3.48%
$0
$2.87 Billion 2.17% of portfolio
169,725
Q3 2025 Added 17.42%
$0
$2.84 Billion 2.15% of portfolio
13,614
Q3 2025 Added 1.9%
$0
$2.83 Billion 2.14% of portfolio
150,199
Q3 2025 Added 12.11%
$0
$2.7 Billion 2.04% of portfolio
161,674
Q3 2025 Added 18.79%
$0
$2.66 Billion 2.01% of portfolio
4,425
Q3 2025 Reduced 8.21%
$0
$2.63 Billion 1.99% of portfolio
127,877
Q3 2025 Added 9.68%
-
$2.38 Billion 1.81% of portfolio
-
Q3 2025 Added 19.44%
$0
$2.25 Billion 1.71% of portfolio
115,236
Q3 2025 Added 5.72%
$0
$2.19 Billion 1.66% of portfolio
111,357
Q3 2025 Added 5.98%
$0
$1.78 Billion 1.35% of portfolio
6,067
Q3 2025 Reduced 0.77%
$0
$1.73 Billion 1.31% of portfolio
6,812
Q3 2025 Reduced 1.66%
$0
$1.55 Billion 1.17% of portfolio
74,747
Q3 2025 Reduced 0.1%
Invesco Exch Trd Slf Idx Fd
-
$1.49 Billion 1.13% of portfolio
-
Q3 2025 Added 31.63%
$0
$1.37 Billion 1.04% of portfolio
5,550
Q3 2025 Reduced 2.46%
$0
$1.34 Billion 1.02% of portfolio
6,900
Q3 2025 Reduced 0.32%
$0
$1.34 Billion 1.02% of portfolio
19,743
Q3 2025 Reduced 0.12%
$465B
$1.33 Billion 1.01% of portfolio
7,139
Q3 2025 Reduced 6.26%
$0
$1.18 Billion 0.9% of portfolio
6,234
Q3 2025 Added 0.47%
$4.3T
$1.16 Billion 0.88% of portfolio
4,543
Q3 2025 Added 14.84%
$0
$1.12 Billion 0.85% of portfolio
26,973
Q3 2025 Reduced 2.46%
$0
$1.07 Billion 0.81% of portfolio
10,212
Q3 2025 Added 0.57%
$0
$1.03 Billion 0.78% of portfolio
3,132
Q3 2025 Added 0.77%
$3.78T
$985 Million 0.75% of portfolio
1,901
Q3 2025 Added 3.54%
$0
$976 Million 0.74% of portfolio
30,386
Q3 2025 Added 0.28%
$0
$964 Million 0.73% of portfolio
2,011
Q3 2025 Reduced 1.18%
$0
$917 Million 0.69% of portfolio
10,889
Q3 2025 Reduced 4.1%
$0
$828 Million 0.63% of portfolio
32,044
Q3 2025 Reduced 0.88%
$0
$829 Million 0.63% of portfolio
6,978
Q3 2025 Added 0.72%
$0
$785 Million 0.6% of portfolio
16,916
Q3 2025 Reduced 7.5%
$0
$749 Million 0.57% of portfolio
16,168
Q3 2025 Added 0.37%
$0
$751 Million 0.57% of portfolio
29,339
Q3 2025 Reduced 2.61%
$0
$738 Million 0.56% of portfolio
12,315
Q3 2025 Added 0.64%
$0
$736 Million 0.56% of portfolio
7,395
Q3 2025 Added 2.79%
$0
$697 Million 0.53% of portfolio
9,369
Q3 2025 Added 4.19%
$0
$695 Million 0.53% of portfolio
1,167
Q3 2025 Added 0.43%
$0
$689 Million 0.52% of portfolio
9,651
Q3 2025 Added 0.78%
$0
$609 Million 0.46% of portfolio
16,042
Q3 2025 Added 0.14%
$0
$588 Million 0.45% of portfolio
7,499
Q3 2025 Added 0.29%
$0
$600 Million 0.45% of portfolio
2,937
Q3 2025 Added 0.44%
$0
$594 Million 0.45% of portfolio
7,152
Q3 2025 Reduced 12.23%
$0
$600 Million 0.45% of portfolio
32,888
Q3 2025 Added 0.21%
$0
$575 Million 0.44% of portfolio
3,356
Q2 2025 Added 0.24%

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $132 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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