Opal Wealth Advisors
Latest statistics and disclosures from Opal Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PVAL, LRGE, VBR, ISTB, AAPL, and represent 51.02% of Opal Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: JMUB, PVAL, LRGE, EVSD, EVTR, MUNI, VTEB, VSGX, JMST, VBR.
- Started 7 new stock positions in EVSD, VSGX, EVTR, Rivernorth Opportunities, BFLY, FXE, HUT.
- Reduced shares in these 10 stocks: AAPL, UNH, , BILS, IEF, TIP, SPY, GLD, LLY, SAP.
- Sold out of its positions in ANIP, ARKK, ARKW, ACIW, ADBE, A, APD, AMR, UHAL, AMH.
- Opal Wealth Advisors was a net seller of stock by $-20M.
- Opal Wealth Advisors has $359M in assets under management (AUM), dropping by -0.33%.
- Central Index Key (CIK): 0001844201
Tip: Access up to 7 years of quarterly data
Positions held by Opal Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Opal Wealth Advisors
Opal Wealth Advisors holds 195 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 18.0 | $65M | +2% | 1.5M | 42.72 |
|
| Legg Mason Etf Invt Clearbridge Lrg (LRGE) | 13.6 | $49M | +2% | 587k | 83.35 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 10.9 | $39M | +2% | 188k | 208.71 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 5.3 | $19M | +2% | 390k | 48.84 |
|
| Apple (AAPL) | 3.2 | $12M | -23% | 45k | 254.63 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 2.9 | $11M | +8% | 206k | 51.04 |
|
| Select Sector Spdr Tr Indl (XLI) | 2.6 | $9.3M | 60k | 154.23 |
|
|
| Nuveen Churchill Direct Lend Com Shs (NCDL) | 2.0 | $7.3M | +5% | 526k | 13.80 |
|
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 1.4 | $5.1M | +5% | 145k | 34.92 |
|
| Microsoft Corporation (MSFT) | 1.4 | $5.0M | -2% | 9.7k | 517.97 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 1.3 | $4.7M | +62% | 94k | 50.47 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 1.3 | $4.5M | +3% | 43k | 104.51 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.3 | $4.5M | +6% | 98k | 46.24 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $4.1M | -5% | 22k | 186.58 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 1.1 | $4.0M | +5% | 41k | 99.11 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $3.9M | -8% | 5.9k | 666.22 |
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.8 | $3.0M | +6% | 55k | 55.33 |
|
| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.8 | $2.9M | +5% | 62k | 46.32 |
|
| Amazon (AMZN) | 0.8 | $2.8M | -2% | 13k | 219.57 |
|
| Intercontinental Exchange (ICE) | 0.8 | $2.7M | +3% | 16k | 168.48 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.7 | $2.6M | +60% | 50k | 52.28 |
|
| Tesla Motors (TSLA) | 0.7 | $2.5M | -4% | 5.6k | 444.72 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.7 | $2.4M | +5% | 51k | 46.41 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $2.2M | -3% | 9.2k | 243.11 |
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.6 | $2.1M | +6% | 20k | 107.44 |
|
| Meta Platforms Cl A (META) | 0.5 | $1.9M | +2% | 2.6k | 734.38 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.5 | $1.8M | +2% | 61k | 29.64 |
|
| Visa Com Cl A (V) | 0.5 | $1.7M | -5% | 4.9k | 341.38 |
|
| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.4 | $1.4M | -4% | 57k | 25.57 |
|
| Spdr Series Trust Nuveen Ice Short (SHM) | 0.4 | $1.4M | 29k | 48.22 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.4M | 4.3k | 328.17 |
|
|
| UnitedHealth (UNH) | 0.4 | $1.3M | -42% | 3.9k | 345.31 |
|
| Philip Morris International (PM) | 0.4 | $1.3M | +8% | 8.0k | 162.20 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $1.3M | +297% | 26k | 50.07 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $1.2M | -2% | 3.7k | 315.43 |
|
| International Business Machines (IBM) | 0.3 | $1.1M | +12% | 4.1k | 282.16 |
|
| Cisco Systems (CSCO) | 0.3 | $1.1M | -2% | 16k | 68.42 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $1.1M | -5% | 11k | 99.53 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $1.1M | -2% | 9.6k | 112.75 |
|
| Abbvie (ABBV) | 0.3 | $1.1M | -6% | 4.6k | 231.56 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.3 | $1.1M | -7% | 21k | 50.78 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.3 | $1.0M | +3% | 41k | 25.31 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $1.0M | 5.0k | 206.51 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $1.0M | 15k | 68.08 |
|
|
| Morgan Stanley Etf Trust Eaton Vance Shor (EVSD) | 0.3 | $996k | NEW | 19k | 51.41 |
|
| Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) | 0.3 | $994k | NEW | 19k | 51.45 |
|
| Nfj Dividend Interest (NFJ) | 0.3 | $979k | +19% | 75k | 13.01 |
|
| Broadcom (AVGO) | 0.3 | $956k | +5% | 2.9k | 329.86 |
|
| Home Depot (HD) | 0.3 | $918k | -2% | 2.3k | 405.23 |
|
| Ishares Tr New York Mun Etf (NYF) | 0.2 | $896k | +11% | 17k | 53.35 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.2 | $891k | NEW | 13k | 69.37 |
|
| Oracle Corporation (ORCL) | 0.2 | $883k | +9% | 3.1k | 281.24 |
|
| Caterpillar (CAT) | 0.2 | $838k | -6% | 1.8k | 477.21 |
|
| Spdr Series Trust S&p Homebuild (XHB) | 0.2 | $833k | 7.5k | 110.80 |
|
|
| Verizon Communications (VZ) | 0.2 | $831k | +5% | 19k | 43.95 |
|
| At&t (T) | 0.2 | $827k | +6% | 29k | 28.24 |
|
| Netflix (NFLX) | 0.2 | $813k | -26% | 678.00 | 1198.92 |
|
| American Express Company (AXP) | 0.2 | $813k | -5% | 2.4k | 332.16 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $806k | -3% | 1.3k | 600.37 |
|
| Coca-Cola Company (KO) | 0.2 | $773k | +3% | 12k | 66.32 |
|
| S&p Global (SPGI) | 0.2 | $757k | +2% | 1.6k | 486.71 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $743k | 17k | 45.08 |
|
|
| McKesson Corporation (MCK) | 0.2 | $739k | 956.00 | 772.54 |
|
|
| Walt Disney Company (DIS) | 0.2 | $738k | 6.4k | 114.50 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $734k | 1.1k | 669.30 |
|
|
| Bank of America Corporation (BAC) | 0.2 | $731k | -11% | 14k | 51.59 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $723k | -3% | 6.0k | 120.72 |
|
| Lowe's Companies (LOW) | 0.2 | $707k | 2.8k | 251.31 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $687k | -2% | 2.5k | 279.29 |
|
| Stryker Corporation (SYK) | 0.2 | $673k | -3% | 1.8k | 369.67 |
|
| Wal-Mart Stores (WMT) | 0.2 | $647k | -11% | 6.3k | 103.06 |
|
| American Intl Group Com New (AIG) | 0.2 | $646k | +3% | 8.2k | 78.54 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $633k | +7% | 1.3k | 502.74 |
|
| RBB Us Treas 3 Mnth (TBIL) | 0.2 | $633k | +195% | 13k | 50.00 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $611k | +2% | 3.2k | 189.70 |
|
| Invesco Currencyshares Euro Euro Shs (FXE) | 0.2 | $604k | NEW | 5.6k | 108.37 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $594k | -34% | 779.00 | 763.00 |
|
| Nextera Energy (NEE) | 0.2 | $590k | 7.8k | 75.49 |
|
|
| Intel Corporation (INTC) | 0.2 | $589k | 18k | 33.55 |
|
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.2 | $580k | -29% | 10k | 57.47 |
|
| Johnson & Johnson (JNJ) | 0.2 | $577k | +47% | 3.1k | 185.42 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $574k | 1.2k | 485.02 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $564k | 2.3k | 243.55 |
|
|
| Qualcomm (QCOM) | 0.2 | $564k | 3.4k | 166.36 |
|
|
| Raytheon Technologies Corp (RTX) | 0.2 | $562k | -10% | 3.4k | 167.32 |
|
| FedEx Corporation (FDX) | 0.2 | $558k | 2.4k | 235.81 |
|
|
| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.2 | $551k | 14k | 39.62 |
|
|
| Citigroup Com New (C) | 0.2 | $547k | -25% | 5.4k | 101.50 |
|
| Chevron Corporation (CVX) | 0.1 | $512k | +31% | 3.3k | 155.27 |
|
| Union Pacific Corporation (UNP) | 0.1 | $511k | -18% | 2.2k | 236.37 |
|
| Rivernorth Opprtunities Fd I (RIV) | 0.1 | $501k | +93% | 42k | 12.00 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $496k | +21% | 2.1k | 236.06 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $494k | -11% | 534.00 | 925.63 |
|
| Honeywell International (HON) | 0.1 | $494k | +2% | 2.3k | 210.46 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $479k | +53% | 3.7k | 128.24 |
|
| Mainstay Cbre Global (MEGI) | 0.1 | $477k | +74% | 33k | 14.68 |
|
| First Trust Enhanced Equity Income Fund (FFA) | 0.1 | $470k | -3% | 22k | 21.52 |
|
| Altria (MO) | 0.1 | $462k | +4% | 7.0k | 66.06 |
|
| Progressive Corporation (PGR) | 0.1 | $459k | +15% | 1.9k | 246.95 |
|
| Blackrock (BLK) | 0.1 | $454k | +4% | 389.00 | 1165.87 |
|
| Norfolk Southern (NSC) | 0.1 | $452k | 1.5k | 300.41 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $439k | -13% | 1.7k | 260.83 |
|
| Uber Technologies (UBER) | 0.1 | $435k | 4.4k | 97.97 |
|
|
| United Rentals (URI) | 0.1 | $430k | +2% | 450.00 | 954.66 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $427k | +3% | 4.5k | 95.47 |
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.1 | $422k | +8% | 14k | 29.62 |
|
| Capital One Financial (COF) | 0.1 | $416k | -4% | 2.0k | 212.58 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $416k | -2% | 682.00 | 609.32 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $414k | -6% | 9.3k | 44.57 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $408k | 3.3k | 123.76 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $397k | +2% | 8.5k | 46.93 |
|
| Amgen (AMGN) | 0.1 | $395k | 1.4k | 282.20 |
|
|
| Cigna Corp (CI) | 0.1 | $392k | +42% | 1.4k | 288.25 |
|
| Allstate Corporation (ALL) | 0.1 | $390k | 1.8k | 214.65 |
|
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $386k | 4.6k | 84.68 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $384k | -10% | 397.00 | 968.09 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $383k | +510% | 781.00 | 490.38 |
|
| Abbott Laboratories (ABT) | 0.1 | $382k | -9% | 2.9k | 133.94 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $375k | 1.2k | 320.04 |
|
|
| Pacer Fds Tr Us Small Cap Cas (CALF) | 0.1 | $375k | -22% | 8.6k | 43.78 |
|
| PPL Corporation (PPL) | 0.1 | $372k | +2% | 10k | 37.16 |
|
| Intuit (INTU) | 0.1 | $371k | +7% | 543.00 | 682.91 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $367k | -2% | 4.8k | 76.40 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $362k | -2% | 2.1k | 170.82 |
|
| Ge Aerospace Com New (GE) | 0.1 | $356k | -2% | 1.2k | 300.78 |
|
| Hut 8 Corp (HUT) | 0.1 | $348k | NEW | 10k | 34.81 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $347k | -3% | 4.5k | 76.72 |
|
| Prologis (PLD) | 0.1 | $346k | +3% | 3.0k | 114.53 |
|
| First Tr Exchange-traded SHS (FVD) | 0.1 | $341k | 7.4k | 46.24 |
|
|
| Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB) | 0.1 | $337k | +5% | 18k | 19.13 |
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $334k | -5% | 1.3k | 259.44 |
|
| Valero Energy Corporation (VLO) | 0.1 | $333k | 2.0k | 170.27 |
|
|
| American Electric Power Company (AEP) | 0.1 | $332k | 3.0k | 112.50 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $331k | 1.2k | 281.91 |
|
|
| General Motors Company (GM) | 0.1 | $331k | 5.4k | 60.97 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $330k | +22% | 1.6k | 203.62 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $328k | +10% | 536.00 | 612.38 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $328k | 2.8k | 118.83 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $319k | 853.00 | 374.25 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $312k | -2% | 1.2k | 254.36 |
|
| Etfis Ser Tr I Virtus Reaves Ut (UTES) | 0.1 | $311k | -3% | 3.7k | 83.44 |
|
| Linde SHS (LIN) | 0.1 | $306k | +6% | 645.00 | 475.00 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $306k | -51% | 861.00 | 355.47 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $299k | -5% | 7.6k | 39.22 |
|
| Enbridge (ENB) | 0.1 | $298k | +117% | 5.9k | 50.46 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $295k | 3.3k | 89.77 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $290k | -12% | 2.6k | 109.95 |
|
| Boeing Company (BA) | 0.1 | $287k | -8% | 1.3k | 215.83 |
|
| Cme (CME) | 0.1 | $285k | +14% | 1.1k | 270.19 |
|
| Goldman Sachs (GS) | 0.1 | $284k | -43% | 357.00 | 796.35 |
|
| Southwest Airlines (LUV) | 0.1 | $284k | -2% | 8.9k | 31.91 |
|
| Starbucks Corporation (SBUX) | 0.1 | $278k | +8% | 3.3k | 84.60 |
|
| Pulte (PHM) | 0.1 | $274k | 2.1k | 132.13 |
|
|
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.1 | $272k | 7.1k | 38.22 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.1 | $271k | -33% | 2.4k | 113.62 |
|
| ConocoPhillips (COP) | 0.1 | $265k | -7% | 2.8k | 94.59 |
|
| Merck & Co (MRK) | 0.1 | $264k | -8% | 3.1k | 83.93 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $263k | +4% | 587.00 | 447.23 |
|
| Apollo Global Mgmt (APO) | 0.1 | $262k | 2.0k | 133.27 |
|
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $257k | 12k | 20.93 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $249k | 1.8k | 140.95 |
|
|
| L3harris Technologies (LHX) | 0.1 | $246k | +3% | 805.00 | 305.41 |
|
| Metropcs Communications (TMUS) | 0.1 | $245k | 1.0k | 239.27 |
|
|
| Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.1 | $243k | 24k | 10.20 |
|
|
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.1 | $242k | 16k | 14.94 |
|
|
| Corteva (CTVA) | 0.1 | $241k | +2% | 3.6k | 67.63 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $238k | +8% | 3.5k | 68.58 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $238k | +100% | 507.00 | 468.41 |
|
| Fiserv (FI) | 0.1 | $237k | -4% | 1.8k | 128.93 |
|
| Morgan Stanley Direct Lendin Com Shs (MSDL) | 0.1 | $235k | -18% | 15k | 16.08 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $233k | +35% | 4.2k | 55.49 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.1 | $232k | -4% | 5.0k | 46.71 |
|
| Markel Corporation (MKL) | 0.1 | $229k | +8% | 120.00 | 1911.37 |
|
| Pfizer (PFE) | 0.1 | $229k | -6% | 9.0k | 25.48 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $226k | +11% | 1.2k | 186.49 |
|
| Cardinal Health (CAH) | 0.1 | $224k | 1.4k | 156.96 |
|
|
| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $223k | -23% | 4.7k | 47.20 |
|
| Sea Sponsord Ads (SE) | 0.1 | $223k | -4% | 1.2k | 178.73 |
|
| salesforce (CRM) | 0.1 | $219k | -28% | 925.00 | 237.02 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $218k | 2.9k | 76.01 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $217k | +10% | 434.00 | 499.03 |
|
| Ingersoll Rand (IR) | 0.1 | $217k | +2% | 2.6k | 82.62 |
|
| Pacer Fds Tr Developed Mrkt (ICOW) | 0.1 | $214k | 5.9k | 36.42 |
|
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.1 | $213k | 2.6k | 82.73 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $209k | -11% | 300.00 | 698.00 |
|
| Alps Etf Tr Rivrfrnt Str Inc (RIGS) | 0.1 | $209k | +5% | 9.0k | 23.28 |
|
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.1 | $206k | 7.4k | 27.75 |
|
|
| Airbnb Com Cl A (ABNB) | 0.1 | $203k | -5% | 1.7k | 121.42 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $201k | 685.00 | 293.74 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $201k | -10% | 6.4k | 31.42 |
|
| Quantumscape Corp Com Cl A (QS) | 0.0 | $146k | +18% | 12k | 12.32 |
|
| Nuveen Ny Divid Advntg Mun F (NAN) | 0.0 | $140k | 12k | 11.43 |
|
|
| Butterfly Network Com Cl A (BFLY) | 0.0 | $64k | NEW | 33k | 1.93 |
|
| Alpha Tau Medical Ordinary Shares (DRTS) | 0.0 | $45k | 10k | 4.51 |
|
|
| Rivernorth Opportunities Right 10/06/2025 | 0.0 | $338.499000 | NEW | 42k | 0.01 |
|
Past Filings by Opal Wealth Advisors
SEC 13F filings are viewable for Opal Wealth Advisors going back to 2020
- Opal Wealth Advisors 2025 Q3 filed Oct. 24, 2025
- Opal Wealth Advisors 2025 Q2 filed July 14, 2025
- Opal Wealth Advisors 2025 Q1 filed April 16, 2025
- Opal Wealth Advisors 2024 Q4 filed Jan. 29, 2025
- Opal Wealth Advisors 2024 Q3 filed Oct. 15, 2024
- Opal Wealth Advisors 2024 Q2 filed July 12, 2024
- Opal Wealth Advisors 2024 Q1 filed April 11, 2024
- Opal Wealth Advisors 2023 Q4 filed Jan. 22, 2024
- Opal Wealth Advisors 2023 Q3 filed Oct. 18, 2023
- Opal Wealth Advisors 2023 Q2 filed July 27, 2023
- Opal Wealth Advisors 2023 Q1 filed April 19, 2023
- Opal Wealth Advisors 2022 Q4 filed Feb. 3, 2023
- Opal Wealth Advisors 2022 Q3 filed Oct. 17, 2022
- Opal Wealth Advisors 2022 Q2 filed Aug. 10, 2022
- Opal Wealth Advisors 2022 Q1 filed May 9, 2022
- Opal Wealth Advisors 2021 Q4 filed Jan. 31, 2022