Optas, LLC

Q2 2025 13F Holdings

  • Location
    austin, TX
  • Num holdings

    360

  • Value ($000)

    $526,269

  • Date Filed
    07/23/2025
  • Form type
    13F-HR
  • CIK
    0001802961
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$58.05M
11 %

102,192

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$25.33M
5 %

83,348

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
$21.98M
4 %

124,750

VEU
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
$21.84M
4 %

324,883

NVDA
NVDA

NVIDIA CORPORATION

COM
$20.29M
4 %

128,403

KRE
KRE

SPDR SERIES TRUST

PRTFLO S&P500 GW
$18.84M
4 %

197,613

GOOG
GOOG

ALPHABET INC

CAP STK CL C
$17.92M
3 %

101,046

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$16.62M
3 %

26,906

META
META

META PLATFORMS INC

CL A
$16.32M
3 %

22,106

AAPL
AAPL

APPLE INC

COM
$16.00M
3 %

77,968

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