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 50.09% of Opal Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVV, LRGE, NYF, PVAL, VTEB, IWF, VBR, PSBD, IWD, GQGU.
- Started 27 new stock positions in DSTL, GEV, PYLD, VRTX, GQGU, DOV, AWK, UMAC, ACWX, MUB.
- Reduced shares in these 10 stocks: AAPL, BX, HUT, SBUX, JAAA, T, FLTR, TMUS, BIZD, BN.
- Sold out of its positions in RIGS, BX, BN, CMCSA, FI, HUT, IR, LMT, MSDL, NVO. Rivernorth Opportunities, SE, SBUX, TMUS, BIZD, SPOT.
- Opal Wealth Advisors was a net buyer of stock by $18M.
- Opal Wealth Advisors has $384M in assets under management (AUM), dropping by 6.72%.
- Central Index Key (CIK): 0001844201
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Portfolio Holdings for Opal Wealth Advisors
Opal Wealth Advisors holds 206 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 18.3 | $70M | 1.5M | 45.57 |
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| Legg Mason Etf Invt Clearbridge Lrg (LRGE) | 12.9 | $50M | +2% | 603k | 82.34 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 10.6 | $41M | +2% | 193k | 211.79 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 5.1 | $20M | +3% | 404k | 48.75 |
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| Apple (AAPL) | 3.1 | $12M | -4% | 43k | 271.86 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 2.8 | $11M | 208k | 50.94 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 2.5 | $9.5M | 61k | 155.12 |
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| Nuveen Churchill Direct Lend Com Shs (NCDL) | 1.9 | $7.4M | +5% | 552k | 13.34 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.4 | $5.5M | +632% | 8.0k | 684.94 |
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| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 1.3 | $5.1M | 143k | 35.92 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 1.2 | $4.7M | 93k | 50.50 |
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| Microsoft Corporation (MSFT) | 1.2 | $4.5M | -3% | 9.4k | 483.61 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.2 | $4.5M | 98k | 46.04 |
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| Spdr Series Trust State Street Spd (SPYG) | 1.2 | $4.5M | -2% | 42k | 106.70 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 1.1 | $4.2M | 40k | 103.56 |
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| NVIDIA Corporation (NVDA) | 1.1 | $4.1M | 22k | 186.50 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $3.9M | -2% | 5.8k | 681.97 |
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| Amazon (AMZN) | 0.9 | $3.4M | +16% | 15k | 230.82 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.8 | $3.1M | 55k | 56.81 |
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| Spdr Series Trust State Street Spd (SPSM) | 0.7 | $2.9M | 61k | 46.86 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $2.7M | -6% | 8.7k | 312.99 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.7 | $2.6M | 50k | 52.41 |
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| Intercontinental Exchange (ICE) | 0.7 | $2.6M | 16k | 161.96 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.6 | $2.4M | +88% | 49k | 50.29 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.6 | $2.4M | 51k | 46.29 |
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| Tesla Motors (TSLA) | 0.6 | $2.4M | -5% | 5.3k | 449.72 |
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| Ishares Tr New York Mun Etf (NYF) | 0.6 | $2.1M | +135% | 40k | 53.51 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.5 | $2.1M | 20k | 107.35 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.5 | $1.8M | 59k | 30.07 |
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| Meta Platforms Cl A (META) | 0.4 | $1.6M | -7% | 2.4k | 660.10 |
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| Visa Com Cl A (V) | 0.4 | $1.5M | -13% | 4.2k | 350.71 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.4M | 4.3k | 335.27 |
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| Spdr Series Trust State Street Spd (SHM) | 0.4 | $1.4M | 29k | 47.99 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $1.4M | +468% | 2.9k | 473.30 |
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| Cisco Systems (CSCO) | 0.3 | $1.3M | +5% | 17k | 77.03 |
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| UnitedHealth (UNH) | 0.3 | $1.2M | -4% | 3.7k | 330.12 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $1.2M | +13% | 5.7k | 212.07 |
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| International Business Machines (IBM) | 0.3 | $1.2M | 4.0k | 296.24 |
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| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.3 | $1.2M | -17% | 47k | 25.48 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $1.2M | 9.7k | 120.34 |
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| Philip Morris International (PM) | 0.3 | $1.1M | -13% | 6.9k | 160.41 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $1.1M | -2% | 11k | 101.98 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $1.1M | -9% | 3.4k | 322.19 |
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| Abbvie (ABBV) | 0.3 | $1.1M | 4.6k | 228.50 |
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| Broadcom (AVGO) | 0.3 | $1.1M | +5% | 3.1k | 346.05 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $1.0M | 15k | 69.42 |
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| Caterpillar (CAT) | 0.3 | $1.0M | 1.8k | 572.77 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.3 | $1.0M | -3% | 40k | 25.24 |
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| Morgan Stanley Etf Trust Eaton Vance Shor (EVSD) | 0.3 | $997k | 19k | 51.44 |
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| Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) | 0.3 | $995k | 19k | 51.50 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $967k | +31% | 7.8k | 123.26 |
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| Nfj Dividend Interest (NFJ) | 0.3 | $961k | 75k | 12.89 |
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| Palmer Square Capital Bdc In Com Shs (PSBD) | 0.2 | $931k | NEW | 76k | 12.19 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $929k | NEW | 4.4k | 210.34 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.2 | $903k | 13k | 71.62 |
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| American Express Company (AXP) | 0.2 | $902k | 2.4k | 369.95 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $890k | +40% | 1.8k | 502.65 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $874k | +5% | 1.4k | 614.32 |
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| Advisors Inner Circle Fd Iii Gqg Us Equity Et (GQGU) | 0.2 | $845k | NEW | 34k | 24.55 |
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| Eli Lilly & Co. (LLY) | 0.2 | $832k | 774.00 | 1074.83 |
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| Rivernorth Opprtunities Fd I (RIV) | 0.2 | $820k | +67% | 70k | 11.74 |
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| S&p Global (SPGI) | 0.2 | $820k | 1.6k | 522.59 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $805k | +7% | 2.6k | 303.89 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $796k | -24% | 16k | 50.58 |
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| Home Depot (HD) | 0.2 | $778k | 2.3k | 344.10 |
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| Spdr Series Trust State Street Spd (XHB) | 0.2 | $775k | 7.5k | 102.96 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $770k | +5% | 2.5k | 313.81 |
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| Coca-Cola Company (KO) | 0.2 | $740k | -9% | 11k | 69.91 |
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| Bank of America Corporation (BAC) | 0.2 | $739k | -5% | 13k | 55.00 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $731k | -3% | 16k | 45.98 |
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| Walt Disney Company (DIS) | 0.2 | $727k | 6.4k | 113.77 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $713k | +15% | 3.7k | 191.56 |
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| American Intl Group Com New (AIG) | 0.2 | $707k | 8.3k | 85.55 |
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| McKesson Corporation (MCK) | 0.2 | $696k | -11% | 848.00 | 820.29 |
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| Johnson & Johnson (JNJ) | 0.2 | $694k | +7% | 3.4k | 206.92 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 0.2 | $694k | +199% | 15k | 46.54 |
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| Lowe's Companies (LOW) | 0.2 | $679k | 2.8k | 241.16 |
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| FedEx Corporation (FDX) | 0.2 | $679k | 2.3k | 288.86 |
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| Wal-Mart Stores (WMT) | 0.2 | $676k | -3% | 6.1k | 111.41 |
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| Stryker Corporation (SYK) | 0.2 | $639k | 1.8k | 351.47 |
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| Nextera Energy (NEE) | 0.2 | $637k | 7.9k | 80.28 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.2 | $637k | NEW | 13k | 47.35 |
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| Intel Corporation (INTC) | 0.2 | $633k | -2% | 17k | 36.90 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $624k | -8% | 1.1k | 579.45 |
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| Oracle Corporation (ORCL) | 0.2 | $614k | 3.1k | 194.91 |
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| Citigroup Com New (C) | 0.2 | $609k | -3% | 5.2k | 116.69 |
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| Invesco Currencyshares Euro Euro Shs (FXE) | 0.2 | $604k | 5.6k | 108.46 |
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| Verizon Communications (VZ) | 0.2 | $598k | -22% | 15k | 40.73 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $583k | -5% | 3.2k | 183.39 |
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| Qualcomm (QCOM) | 0.1 | $575k | 3.4k | 171.05 |
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| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.1 | $568k | 14k | 41.22 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $567k | +10% | 4.1k | 137.87 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $521k | -14% | 8.7k | 60.17 |
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| Netflix (NFLX) | 0.1 | $514k | +708% | 5.5k | 93.76 |
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| RBB Us Treas 3 Mnth (TBIL) | 0.1 | $514k | -18% | 10k | 49.88 |
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| Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM) | 0.1 | $500k | NEW | 81k | 6.17 |
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| Union Pacific Corporation (UNP) | 0.1 | $484k | -3% | 2.1k | 231.32 |
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| First Trust Enhanced Equity Income Fund (FFA) | 0.1 | $480k | 22k | 22.02 |
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| At&t (T) | 0.1 | $473k | -34% | 19k | 24.84 |
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| Capital One Financial (COF) | 0.1 | $463k | -2% | 1.9k | 242.36 |
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| Amgen (AMGN) | 0.1 | $456k | 1.4k | 327.31 |
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| Costco Wholesale Corporation (COST) | 0.1 | $455k | 528.00 | 862.35 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $454k | 4.5k | 99.91 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $451k | +9% | 10k | 44.50 |
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| Mainstay Cbre Global (MEGI) | 0.1 | $447k | 33k | 13.76 |
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| Progressive Corporation (PGR) | 0.1 | $441k | +4% | 1.9k | 227.72 |
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| Honeywell International (HON) | 0.1 | $440k | -3% | 2.3k | 195.07 |
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| Allstate Corporation (ALL) | 0.1 | $436k | +15% | 2.1k | 208.15 |
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| Norfolk Southern (NSC) | 0.1 | $434k | 1.5k | 288.72 |
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| Blackrock (BLK) | 0.1 | $434k | +4% | 405.00 | 1070.34 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $428k | 400.00 | 1069.86 |
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| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.1 | $418k | NEW | 4.5k | 92.80 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $415k | -28% | 1.5k | 275.39 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.1 | $413k | 14k | 29.55 |
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| Astrazeneca Sponsored Adr | 0.1 | $411k | 4.5k | 91.93 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $409k | 4.5k | 90.00 |
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| General Motors Company (GM) | 0.1 | $407k | -7% | 5.0k | 81.32 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $402k | +4% | 3.4k | 117.21 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $400k | +5% | 1.2k | 323.01 |
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| Chevron Corporation (CVX) | 0.1 | $400k | -20% | 2.6k | 152.39 |
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| Altria (MO) | 0.1 | $400k | 6.9k | 57.66 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $393k | 8.4k | 47.02 |
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| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.1 | $392k | NEW | 8.9k | 44.05 |
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| Prologis (PLD) | 0.1 | $390k | 3.1k | 127.66 |
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| Illinois Tool Works (ITW) | 0.1 | $384k | -7% | 1.6k | 246.27 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $379k | -2% | 665.00 | 570.21 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $376k | NEW | 3.3k | 113.92 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $368k | -4% | 7.2k | 50.79 |
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| Southwest Airlines (LUV) | 0.1 | $365k | 8.8k | 41.33 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $365k | 1.3k | 287.25 |
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| Ge Aerospace Com New (GE) | 0.1 | $362k | 1.2k | 308.04 |
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| United Rentals (URI) | 0.1 | $362k | 447.00 | 809.32 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $361k | +7% | 576.00 | 627.13 |
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| Vaneck Fds Emerging Markets (EMBX) | 0.1 | $359k | NEW | 7.1k | 50.63 |
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| American Electric Power Company (AEP) | 0.1 | $359k | +5% | 3.1k | 115.31 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $355k | NEW | 4.0k | 89.46 |
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| PPL Corporation (PPL) | 0.1 | $351k | 10k | 35.02 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $344k | NEW | 5.1k | 67.13 |
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| Intuit (INTU) | 0.1 | $344k | -4% | 519.00 | 662.42 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $344k | NEW | 13k | 26.68 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $341k | +101% | 2.4k | 143.98 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $340k | +2% | 601.00 | 566.36 |
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| Pacer Fds Tr Us Small Cap Cas (CALF) | 0.1 | $340k | -10% | 7.7k | 44.37 |
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| Uber Technologies (UBER) | 0.1 | $340k | -6% | 4.2k | 81.71 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $337k | -18% | 3.9k | 85.78 |
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| Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB) | 0.1 | $337k | 18k | 19.15 |
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| Abbott Laboratories (ABT) | 0.1 | $334k | -6% | 2.7k | 125.29 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $332k | 2.8k | 120.18 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $327k | +3% | 1.3k | 258.04 |
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| First Tr Exchange-traded SHS (FVD) | 0.1 | $320k | -5% | 6.9k | 46.08 |
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| Goldman Sachs (GS) | 0.1 | $318k | 362.00 | 879.35 |
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| Cardinal Health (CAH) | 0.1 | $316k | +7% | 1.5k | 205.50 |
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| Boeing Company (BA) | 0.1 | $315k | +9% | 1.4k | 217.12 |
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| Valero Energy Corporation (VLO) | 0.1 | $314k | 1.9k | 162.83 |
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| Merck & Co (MRK) | 0.1 | $311k | -6% | 3.0k | 105.28 |
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| Linde SHS (LIN) | 0.1 | $302k | +9% | 707.00 | 426.39 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $299k | -5% | 2.5k | 119.75 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $298k | -18% | 636.00 | 468.76 |
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| Palo Alto Networks (PANW) | 0.1 | $295k | 1.6k | 184.20 |
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| Etfis Ser Tr I Virtus Reaves Ut (UTES) | 0.1 | $295k | 3.7k | 78.95 |
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| Cigna Corp (CI) | 0.1 | $295k | -21% | 1.1k | 275.23 |
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| Cme (CME) | 0.1 | $293k | 1.1k | 273.08 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $292k | NEW | 2.7k | 107.11 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $290k | NEW | 4.3k | 67.22 |
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| Apollo Global Mgmt (APO) | 0.1 | $283k | 2.0k | 144.76 |
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.1 | $283k | +4% | 2.5k | 113.86 |
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| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.1 | $278k | +35% | 10k | 27.62 |
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| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.1 | $274k | 7.1k | 38.48 |
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| Eaton Corp SHS (ETN) | 0.1 | $270k | 846.00 | 318.51 |
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| salesforce (CRM) | 0.1 | $265k | +8% | 1.0k | 264.94 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $265k | NEW | 343.00 | 772.06 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $265k | -22% | 668.00 | 396.31 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $258k | 12k | 21.00 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $256k | 1.8k | 143.52 |
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| Pulte (PHM) | 0.1 | $254k | +4% | 2.2k | 117.26 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $254k | NEW | 561.00 | 453.36 |
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| American Water Works (AWK) | 0.1 | $244k | NEW | 1.9k | 130.50 |
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| L3harris Technologies (LHX) | 0.1 | $244k | +3% | 831.00 | 293.57 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $241k | +4% | 1.3k | 190.99 |
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| Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.1 | $240k | 24k | 10.09 |
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| Enbridge (ENB) | 0.1 | $237k | -15% | 5.0k | 47.83 |
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| Corteva (CTVA) | 0.1 | $235k | 3.5k | 67.03 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $233k | +2% | 1.7k | 135.72 |
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| Marsh & McLennan Companies | 0.1 | $229k | NEW | 1.2k | 185.52 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $225k | 3.3k | 68.36 |
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| Markel Corporation (MKL) | 0.1 | $224k | -13% | 104.00 | 2149.65 |
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| Pfizer (PFE) | 0.1 | $223k | 9.0k | 24.90 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $219k | +10% | 755.00 | 290.22 |
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| Ge Vernova (GEV) | 0.1 | $219k | NEW | 335.00 | 653.64 |
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| Pacer Fds Tr Developed Mrkt (ICOW) | 0.1 | $217k | -4% | 5.6k | 38.68 |
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| Dover Corporation (DOV) | 0.1 | $217k | NEW | 1.1k | 195.24 |
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| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $215k | -6% | 4.4k | 48.46 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $210k | +2% | 2.9k | 71.45 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $209k | NEW | 1.3k | 160.97 |
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| ConocoPhillips (COP) | 0.1 | $208k | -20% | 2.2k | 93.61 |
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| Etf Ser Solutions Distillate Us (DSTL) | 0.1 | $207k | NEW | 3.5k | 58.91 |
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| W.W. Grainger (GWW) | 0.1 | $206k | NEW | 204.00 | 1009.05 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.1 | $205k | 2.6k | 79.84 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $205k | NEW | 3.4k | 60.81 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $200k | NEW | 746.00 | 268.30 |
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| Nuveen Ny Divid Advntg Mun F (NAN) | 0.0 | $140k | 12k | 11.26 |
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| Butterfly Network Com Cl A (BFLY) | 0.0 | $139k | +10% | 37k | 3.80 |
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| Unusual Machs Com Shs (UMAC) | 0.0 | $127k | NEW | 10k | 12.74 |
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| Quantumscape Corp Com Cl A (QS) | 0.0 | $124k | 12k | 10.42 |
|
|
| Alpha Tau Medical Ordinary Shares (DRTS) | 0.0 | $50k | 10k | 4.95 |
|
|
| Immunitybio (IBRX) | 0.0 | $28k | NEW | 14k | 1.98 |
|
Past Filings by Opal Wealth Advisors
SEC 13F filings are viewable for Opal Wealth Advisors going back to 2020
- Opal Wealth Advisors 2025 Q4 filed Jan. 26, 2026
- 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