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, GQGU, ISTB, and represent 51.30% of Opal Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: GQGU (+$40M), LRGE, PVAL, VBR, EVSD, NCDL, NOW, ISTB, JMST, PSBD.
- Started 404 new stock positions in BANR, SITM, ARES, TLH, MTSI, NDAQ, SMH, MS, QYLD, CRSP.
- Reduced shares in these 10 stocks: IVV, NYF, JMUB, VTEB, IWF, IVE, FXE, AstraZeneca, AIG, AGGY.
- Sold out of its positions in AstraZeneca, CRWD, UMAC, AGGY.
- Opal Wealth Advisors was a net buyer of stock by $65M.
- Opal Wealth Advisors has $442M in assets under management (AUM), dropping by 15.35%.
- Central Index Key (CIK): 0001844201
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Portfolio Holdings for Opal Wealth Advisors
Opal Wealth Advisors holds 606 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Opal Wealth Advisors has 606 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Opal Wealth Advisors March 31, 2026 positions
- Download the Opal Wealth Advisors March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 16.5 | $73M | 1.6M | 46.40 |
|
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| Legg Mason Etf Invt Clearbridge Lrg (LRGE) | 11.3 | $50M | +9% | 663k | 75.20 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 9.7 | $43M | +2% | 198k | 217.25 |
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| Advisors Inner Circle Fd Iii Gqg Us Equity Et (GQGU) | 9.3 | $41M | +4341% | 1.5M | 26.91 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 4.6 | $20M | +2% | 416k | 48.46 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 2.5 | $11M | +4% | 218k | 50.98 |
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| Apple (AAPL) | 2.5 | $11M | 44k | 253.79 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 2.3 | $10M | 62k | 161.73 |
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| Nuveen Churchill Direct Lend Com Shs (NCDL) | 1.8 | $8.0M | +13% | 625k | 12.72 |
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| Spdr Index Shs Fds State Street Spd (CWI) | 1.2 | $5.4M | +3% | 148k | 36.59 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.1 | $4.8M | +6% | 104k | 45.62 |
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| Spdr Series Trust State Street Spd (SPYG) | 1.0 | $4.4M | +5% | 45k | 97.91 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.9 | $4.1M | +5% | 43k | 96.70 |
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| NVIDIA Corporation (NVDA) | 0.9 | $3.9M | 22k | 174.40 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.8 | $3.5M | -6% | 5.4k | 650.39 |
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| Microsoft Corporation (MSFT) | 0.7 | $3.3M | -5% | 8.9k | 370.18 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.7 | $3.3M | +6% | 58k | 56.58 |
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| Amazon (AMZN) | 0.7 | $3.1M | 15k | 208.27 |
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| Spdr Series Trust State Street Spd (SPSM) | 0.7 | $3.1M | +4% | 64k | 48.32 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.7 | $3.0M | -34% | 60k | 49.99 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.6 | $2.5M | -3% | 48k | 52.19 |
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| Intercontinental Exchange (ICE) | 0.6 | $2.5M | 16k | 157.28 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.6 | $2.5M | +5% | 54k | 46.07 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $2.4M | -3% | 8.3k | 287.57 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.5 | $2.2M | +6% | 21k | 106.68 |
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| Morgan Stanley Etf Trust Eaton Vance Shor (EVSD) | 0.4 | $2.0M | +100% | 39k | 50.94 |
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| Tesla Motors (TSLA) | 0.4 | $1.9M | -2% | 5.1k | 371.75 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $1.9M | 60k | 30.96 |
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| Meta Platforms Cl A (META) | 0.3 | $1.4M | +3% | 2.4k | 572.13 |
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| Spdr Series Trust State Street Spd (SHM) | 0.3 | $1.4M | 29k | 47.83 |
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| Cisco Systems (CSCO) | 0.3 | $1.4M | +3% | 18k | 77.59 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $1.3M | -18% | 7.9k | 169.66 |
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| Visa Com Cl A (V) | 0.3 | $1.3M | +3% | 4.4k | 302.24 |
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| Caterpillar (CAT) | 0.3 | $1.2M | 1.7k | 708.48 |
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| Palmer Square Capital Bdc In Com Shs (PSBD) | 0.3 | $1.2M | +60% | 123k | 9.77 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.1M | -20% | 3.4k | 320.81 |
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| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.2 | $1.1M | -7% | 43k | 25.48 |
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| Philip Morris International (PM) | 0.2 | $1.1M | -4% | 6.6k | 165.34 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.2 | $1.1M | +6% | 42k | 25.07 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $1.0M | 15k | 70.18 |
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| UnitedHealth (UNH) | 0.2 | $1.0M | +2% | 3.8k | 270.60 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.0M | -58% | 20k | 49.89 |
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| Broadcom (AVGO) | 0.2 | $993k | +5% | 3.2k | 309.46 |
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| Abbvie (ABBV) | 0.2 | $990k | 4.6k | 217.49 |
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| Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) | 0.2 | $981k | 19k | 50.75 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $972k | 3.3k | 294.16 |
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| International Business Machines (IBM) | 0.2 | $967k | 4.0k | 242.39 |
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| Nfj Dividend Interest (NFJ) | 0.2 | $935k | 74k | 12.61 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $933k | -22% | 8.4k | 110.47 |
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| Verizon Communications (VZ) | 0.2 | $907k | +23% | 18k | 50.20 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $894k | 2.6k | 337.95 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.2 | $859k | -5% | 12k | 71.73 |
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| Coca-Cola Company (KO) | 0.2 | $846k | +5% | 11k | 76.05 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $832k | -84% | 1.3k | 653.21 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $831k | 1.4k | 577.19 |
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| Johnson & Johnson (JNJ) | 0.2 | $831k | 3.4k | 244.43 |
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| FedEx Corporation (FDX) | 0.2 | $814k | -2% | 2.3k | 356.18 |
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| Allstate Corporation (ALL) | 0.2 | $811k | +86% | 3.9k | 207.34 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $779k | -12% | 6.9k | 113.11 |
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| Rivernorth Opprtunities Fd I (RIV) | 0.2 | $761k | 69k | 11.10 |
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| Intel Corporation (INTC) | 0.2 | $761k | 17k | 44.13 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $755k | -11% | 1.6k | 479.20 |
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| Home Depot (HD) | 0.2 | $755k | 2.3k | 328.89 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $749k | -5% | 15k | 50.37 |
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| American Express Company (AXP) | 0.2 | $740k | 2.4k | 302.48 |
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| Spdr Series Trust State Street Spd (XHB) | 0.2 | $737k | 7.5k | 98.72 |
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| Eli Lilly & Co. (LLY) | 0.2 | $717k | 779.00 | 919.77 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $716k | -4% | 15k | 47.02 |
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| Servicenow (NOW) | 0.2 | $713k | NEW | 6.8k | 104.55 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $708k | +12% | 4.6k | 152.75 |
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| Nextera Energy (NEE) | 0.2 | $694k | -5% | 7.5k | 92.88 |
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| McKesson Corporation (MCK) | 0.2 | $691k | -5% | 799.00 | 865.36 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $682k | -43% | 3.2k | 211.15 |
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| At&t (T) | 0.2 | $681k | +23% | 24k | 28.99 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $663k | -29% | 3.1k | 213.67 |
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| Lowe's Companies (LOW) | 0.1 | $663k | 2.8k | 236.28 |
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| Netflix (NFLX) | 0.1 | $662k | +25% | 6.9k | 96.15 |
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| Bank of America Corporation (BAC) | 0.1 | $653k | 13k | 48.75 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $645k | -8% | 2.2k | 286.86 |
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| S&p Global (SPGI) | 0.1 | $641k | -3% | 1.5k | 425.34 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $636k | -10% | 3.3k | 191.92 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $631k | +2% | 3.3k | 192.89 |
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| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.1 | $626k | 14k | 46.24 |
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| Chevron Corporation (CVX) | 0.1 | $609k | +12% | 2.9k | 206.91 |
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| Stryker Corporation (SYK) | 0.1 | $597k | 1.8k | 328.59 |
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| Walt Disney Company (DIS) | 0.1 | $596k | -3% | 6.2k | 96.39 |
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| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.1 | $580k | +52% | 6.9k | 84.52 |
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| Citigroup Com New (C) | 0.1 | $578k | -2% | 5.1k | 113.41 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $544k | 8.7k | 62.56 |
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| RBB F/m Us Treasury (TBIL) | 0.1 | $535k | +4% | 11k | 49.86 |
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| Costco Wholesale Corporation (COST) | 0.1 | $529k | 531.00 | 996.43 |
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| Honeywell International (HON) | 0.1 | $522k | +2% | 2.3k | 226.02 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $514k | -12% | 1.3k | 391.76 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $500k | -5% | 1.0k | 491.53 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $499k | -5% | 378.00 | 1320.83 |
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| Amgen (AMGN) | 0.1 | $492k | 1.4k | 351.85 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $491k | +42% | 822.00 | 597.55 |
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| Oracle Corporation (ORCL) | 0.1 | $480k | +3% | 3.3k | 147.11 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $479k | +5% | 11k | 44.85 |
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| Mainstay Cbre Global (MEGI) | 0.1 | $477k | 33k | 14.69 |
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| Union Pacific Corporation (UNP) | 0.1 | $475k | -6% | 2.0k | 242.62 |
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| Altria (MO) | 0.1 | $451k | 6.8k | 65.99 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $451k | +2% | 8.6k | 52.64 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.1 | $449k | +8% | 15k | 29.49 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $446k | +4% | 4.7k | 94.24 |
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| Progressive Corporation (PGR) | 0.1 | $441k | +15% | 2.2k | 198.24 |
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| Astrazeneca Ord (AZN) | 0.1 | $434k | NEW | 2.2k | 197.22 |
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| First Trust Enhanced Equity Income Fund (FFA) | 0.1 | $431k | -3% | 21k | 20.40 |
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| Qualcomm (QCOM) | 0.1 | $428k | 3.3k | 128.78 |
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| Wal-Mart Stores (WMT) | 0.1 | $425k | -43% | 3.4k | 124.28 |
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| Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM) | 0.1 | $418k | -14% | 70k | 6.01 |
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| Norfolk Southern (NSC) | 0.1 | $417k | -3% | 1.5k | 287.00 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $416k | -7% | 3.2k | 130.93 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $415k | -2% | 4.4k | 93.98 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $413k | +24% | 1.6k | 261.97 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $405k | -10% | 594.00 | 682.24 |
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| Illinois Tool Works (ITW) | 0.1 | $405k | 1.6k | 260.31 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $403k | -5% | 6.9k | 58.78 |
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| Blackrock (BLK) | 0.1 | $400k | +2% | 416.00 | 961.71 |
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| Prologis (PLD) | 0.1 | $395k | 3.0k | 132.17 |
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| Valero Energy Corporation (VLO) | 0.1 | $393k | -17% | 1.6k | 247.01 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $387k | NEW | 5.9k | 65.00 |
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| Cigna Corp (CI) | 0.1 | $377k | +32% | 1.4k | 266.75 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $360k | 3.9k | 91.78 |
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| Merck & Co (MRK) | 0.1 | $359k | 3.0k | 120.29 |
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| Etfis Ser Tr I Virtus Reaves Ut (UTES) | 0.1 | $358k | +19% | 4.5k | 79.90 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $356k | -7% | 1.2k | 304.08 |
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| Linde SHS (LIN) | 0.1 | $354k | 714.00 | 495.76 |
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| ConocoPhillips (COP) | 0.1 | $346k | +18% | 2.6k | 132.00 |
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| American Electric Power Company (AEP) | 0.1 | $346k | -15% | 2.6k | 131.08 |
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| Eaton Corp SHS (ETN) | 0.1 | $346k | +14% | 966.00 | 357.67 |
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| General Motors Company (GM) | 0.1 | $345k | -7% | 4.6k | 74.50 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $343k | -72% | 804.00 | 426.40 |
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| Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB) | 0.1 | $341k | 18k | 19.00 |
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| Cardinal Health (CAH) | 0.1 | $331k | 1.6k | 211.31 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $329k | -4% | 2.6k | 124.31 |
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| Ishares Tr New York Mun Etf (NYF) | 0.1 | $327k | -84% | 6.2k | 53.12 |
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| Ge Aerospace Com New (GE) | 0.1 | $327k | -2% | 1.2k | 283.83 |
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| Uber Technologies (UBER) | 0.1 | $323k | +8% | 4.5k | 71.93 |
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| United Sts Oil Units (USO) | 0.1 | $319k | NEW | 2.5k | 127.25 |
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| Vaneck Fds Emerging Markets (EMBX) | 0.1 | $319k | -10% | 6.4k | 50.11 |
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| Pacer Fds Tr Us Small Cap Cas (CALF) | 0.1 | $317k | -7% | 7.1k | 44.87 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $317k | -3% | 2.4k | 130.95 |
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| Capital One Financial (COF) | 0.1 | $313k | -10% | 1.7k | 182.43 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $313k | 2.4k | 132.91 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 0.1 | $308k | -55% | 6.7k | 46.19 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $308k | +24% | 1.6k | 196.20 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $305k | -51% | 6.5k | 47.08 |
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| First Tr Exchange-traded SHS (FVD) | 0.1 | $303k | -7% | 6.4k | 47.03 |
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| United Rentals (URI) | 0.1 | $297k | -8% | 407.00 | 728.56 |
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| Corteva (CTVA) | 0.1 | $296k | 3.5k | 83.71 |
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| Goldman Sachs (GS) | 0.1 | $294k | -4% | 347.00 | 845.99 |
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| Cme (CME) | 0.1 | $290k | -8% | 983.00 | 295.35 |
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| Southwest Airlines (LUV) | 0.1 | $288k | -13% | 7.7k | 37.57 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $285k | 662.00 | 430.29 |
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| L3harris Technologies (LHX) | 0.1 | $283k | 821.00 | 345.15 |
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| Pfizer (PFE) | 0.1 | $280k | +10% | 10k | 28.08 |
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| Palo Alto Networks (PANW) | 0.1 | $276k | +7% | 1.7k | 160.32 |
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| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.1 | $275k | 10k | 27.23 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $274k | +3% | 354.00 | 772.86 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $272k | 591.00 | 460.99 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $269k | +23% | 936.00 | 287.18 |
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| Iren Ordinary Shares (IREN) | 0.1 | $267k | NEW | 7.8k | 34.28 |
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| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.1 | $266k | 7.1k | 37.44 |
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| Pepsi (PEP) | 0.1 | $266k | NEW | 1.7k | 155.33 |
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| Apollo Global Mgmt (APO) | 0.1 | $266k | +21% | 2.4k | 111.42 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $264k | +5% | 590.00 | 446.54 |
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| Abbott Laboratories (ABT) | 0.1 | $261k | -4% | 2.5k | 102.67 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $254k | -15% | 3.6k | 69.75 |
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| First Tr Exchange-traded Wcm Intl Equity (WCMI) | 0.1 | $253k | NEW | 15k | 16.77 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $251k | -30% | 2.8k | 90.53 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $250k | NEW | 1.8k | 142.41 |
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| Boeing Company (BA) | 0.1 | $250k | -13% | 1.3k | 199.03 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $250k | 12k | 20.41 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $249k | -35% | 793.00 | 313.81 |
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| PPL Corporation (PPL) | 0.1 | $249k | -34% | 6.5k | 38.20 |
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| Pulte (PHM) | 0.1 | $249k | -2% | 2.1k | 117.61 |
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| Kroger (KR) | 0.1 | $246k | NEW | 3.4k | 72.36 |
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| Devon Energy Corporation (DVN) | 0.1 | $245k | NEW | 4.9k | 50.32 |
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| Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.1 | $243k | 24k | 10.21 |
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| Ab Active Etfs New York Interme (NYM) | 0.1 | $240k | NEW | 9.6k | 24.95 |
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| Enbridge (ENB) | 0.1 | $239k | -10% | 4.4k | 54.14 |
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| Pacer Fds Tr Developed Mrkt (ICOW) | 0.1 | $239k | 5.6k | 42.44 |
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| Butterfly Network Com Cl A (BFLY) | 0.1 | $234k | +58% | 58k | 4.04 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $234k | NEW | 1.2k | 194.08 |
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| Intuit (INTU) | 0.1 | $232k | +3% | 536.00 | 432.38 |
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| Dover Corporation (DOV) | 0.1 | $231k | 1.1k | 208.45 |
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| Ge Vernova (GEV) | 0.1 | $231k | -21% | 264.00 | 873.00 |
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| W.W. Grainger (GWW) | 0.1 | $229k | +2% | 210.00 | 1090.81 |
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| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $223k | +4% | 4.6k | 48.18 |
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| Colgate-Palmolive Company (CL) | 0.0 | $219k | NEW | 2.6k | 85.24 |
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| Exelon Corporation (EXC) | 0.0 | $219k | NEW | 4.5k | 49.02 |
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| American Water Works (AWK) | 0.0 | $219k | -13% | 1.6k | 136.09 |
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| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.0 | $217k | +17% | 3.5k | 62.68 |
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| Marsh & McLennan Companies | 0.0 | $215k | 1.2k | 173.45 |
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.0 | $214k | -19% | 2.0k | 107.62 |
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| American Intl Group Com New (AIG) | 0.0 | $214k | -65% | 2.8k | 75.25 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $213k | NEW | 1.1k | 191.81 |
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| Airbnb Com Cl A (ABNB) | 0.0 | $209k | -3% | 1.7k | 126.28 |
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| Etf Ser Solutions Distillate Us (DSTL) | 0.0 | $207k | 3.6k | 57.88 |
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| Carrier Global Corporation (CARR) | 0.0 | $207k | NEW | 3.7k | 56.30 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $206k | -44% | 1.8k | 111.37 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $205k | -22% | 1.4k | 148.10 |
|
| Metropcs Communications (TMUS) | 0.0 | $204k | NEW | 972.00 | 209.97 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $204k | -29% | 1.9k | 106.15 |
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $203k | 2.6k | 78.77 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $202k | NEW | 3.2k | 64.08 |
|
| BP Sponsored Adr (BP) | 0.0 | $200k | NEW | 4.3k | 47.00 |
|
| Capital Grp Fixed Incm Etf T Municipal High I (CGHM) | 0.0 | $198k | NEW | 7.8k | 25.32 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $198k | NEW | 327.00 | 604.30 |
|
| Ingersoll Rand (IR) | 0.0 | $195k | NEW | 2.4k | 80.12 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.0 | $190k | NEW | 2.1k | 91.64 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.0 | $190k | -43% | 7.3k | 26.20 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $190k | NEW | 380.00 | 499.70 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $184k | NEW | 1.6k | 114.96 |
|
| Alps Etf Tr Rivrfrnt Str Inc (RIGS) | 0.0 | $183k | NEW | 8.0k | 22.86 |
|
| Immunitybio (IBRX) | 0.0 | $181k | +65% | 24k | 7.67 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $181k | NEW | 7.6k | 23.69 |
|
| Markel Corporation (MKL) | 0.0 | $180k | -9% | 94.00 | 1914.07 |
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $178k | NEW | 1.1k | 157.35 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.0 | $178k | -9% | 3.1k | 58.18 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $178k | NEW | 966.00 | 184.28 |
|
| Procter & Gamble Company (PG) | 0.0 | $176k | NEW | 1.2k | 144.50 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $173k | 3.3k | 52.76 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $172k | NEW | 4.5k | 38.42 |
|
| Ishares Tr MRGSTR SM CP GR (ISCG) | 0.0 | $172k | NEW | 3.1k | 54.80 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.0 | $172k | NEW | 1.7k | 98.42 |
|
| Wisdomtree Tr Cloud Computng (WCLD) | 0.0 | $170k | NEW | 6.2k | 27.32 |
|
| Xcel Energy (XEL) | 0.0 | $167k | NEW | 2.1k | 79.44 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $163k | NEW | 2.2k | 74.35 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $159k | NEW | 497.00 | 320.55 |
|
| Sea Sponsord Ads (SE) | 0.0 | $159k | NEW | 1.9k | 82.81 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $158k | NEW | 1.3k | 122.78 |
|
| CenterPoint Energy (CNP) | 0.0 | $156k | NEW | 3.6k | 43.16 |
|
| Micron Technology (MU) | 0.0 | $156k | NEW | 461.00 | 338.04 |
|
| Nrg Energy Com New (NRG) | 0.0 | $153k | NEW | 1.1k | 146.14 |
|
| Ishares Msci Japan Etf (EWJ) | 0.0 | $150k | NEW | 1.8k | 84.44 |
|
| Gilead Sciences (GILD) | 0.0 | $149k | NEW | 1.1k | 139.37 |
|
| Nuveen Select Tax-free Incom Sh Ben Int (NXP) | 0.0 | $149k | NEW | 10k | 14.35 |
|
| TJX Companies (TJX) | 0.0 | $146k | NEW | 912.00 | 159.70 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $144k | NEW | 3.6k | 40.47 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $142k | NEW | 1.6k | 88.16 |
|
| Nuveen Ny Divid Advntg Mun F (NAN) | 0.0 | $140k | 13k | 11.15 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $139k | NEW | 704.00 | 197.66 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $136k | NEW | 280.00 | 484.91 |
|
| Synopsys (SNPS) | 0.0 | $132k | NEW | 333.00 | 396.48 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $132k | NEW | 1.5k | 88.70 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $130k | NEW | 4.0k | 32.01 |
|
| Western Digital (WDC) | 0.0 | $127k | NEW | 469.00 | 270.49 |
|
| Global X Fds Nasdq 100 Cvrdgw (QYLG) | 0.0 | $125k | NEW | 4.8k | 25.95 |
|
Past Filings by Opal Wealth Advisors
SEC 13F filings are viewable for Opal Wealth Advisors going back to 2020
- Opal Wealth Advisors 2026 Q1 filed April 14, 2026
- 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