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 53.35% of Opal Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: GQGU, LRGE, GS, AAPL, FBND, SPY, QQQM, ABBV, IVV, PSBD.
- Started 8 new stock positions in BBAI, HONA, GTBP, JFB, DNN, HON, KEEL, SCHP.
- Reduced shares in these 10 stocks: Honeywell International, STX, BLK, OXY, IWD, JNJ, CSCO, USO, JCI, PVAL.
- Sold out of its positions in RIGS, ANIP, ARKK, ARKW, AZZ, PPLT, ACIW, ADBE, A, APD.
- Opal Wealth Advisors was a net seller of stock by $-15M.
- Opal Wealth Advisors has $463M in assets under management (AUM), dropping by 4.66%.
- Central Index Key (CIK): 0001844201
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Portfolio Holdings for Opal Wealth Advisors
Opal Wealth Advisors holds 224 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 17.2 | $80M | 1.6M | 50.95 |
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| Legg Mason Etf Invt Clearbridge Lrg (LRGE) | 12.6 | $58M | +2% | 682k | 85.66 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 10.5 | $49M | 200k | 242.99 |
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| Advisors Inner Circle Fd Iii Gqg Us Equit Etf (GQGU) | 8.7 | $41M | +4% | 1.6M | 25.40 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 4.3 | $20M | 415k | 48.25 |
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| Apple (AAPL) | 2.9 | $14M | +7% | 47k | 289.36 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 2.5 | $12M | 62k | 185.23 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 2.5 | $12M | +3% | 225k | 51.00 |
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| Nuveen Churchill Direct Lend Com Shs (NCDL) | 1.7 | $7.9M | 634k | 12.42 |
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| Spdr Index Shs Fds St Str Acwi Etf (CWI) | 1.3 | $6.2M | +2% | 151k | 40.67 |
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| Spdr Series Trust ST STR P500GRW (SPYG) | 1.2 | $5.4M | 45k | 118.99 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.1 | $5.2M | +10% | 115k | 45.49 |
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| NVIDIA Corporation (NVDA) | 1.0 | $4.8M | +8% | 24k | 200.09 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 1.0 | $4.6M | +3% | 44k | 103.96 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.0 | $4.5M | +12% | 6.0k | 746.82 |
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| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.8 | $3.8M | +2% | 66k | 57.67 |
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| Amazon (AMZN) | 0.8 | $3.8M | +4% | 16k | 238.34 |
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| Spdr Series Trust St Str P500val (SPYV) | 0.8 | $3.7M | +5% | 61k | 60.79 |
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| Microsoft Corporation (MSFT) | 0.7 | $3.3M | 8.9k | 373.01 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.7 | $3.2M | +3% | 63k | 50.66 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $2.9M | -2% | 8.1k | 357.35 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.6 | $2.7M | +8% | 58k | 46.05 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.5 | $2.5M | 48k | 52.60 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.5 | $2.5M | +10% | 23k | 106.09 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.5 | $2.3M | 61k | 36.87 |
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| Tesla Motors (TSLA) | 0.5 | $2.3M | +4% | 5.4k | 420.60 |
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| Intel Corporation (INTC) | 0.5 | $2.2M | -9% | 16k | 139.63 |
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| Morgan Stanley Etf Trust Eato Va Dura Etf (EVSD) | 0.4 | $2.0M | 39k | 50.85 |
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| Intercontinental Exchange (ICE) | 0.4 | $1.9M | -2% | 15k | 123.11 |
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| Caterpillar (CAT) | 0.4 | $1.8M | -3% | 1.7k | 1065.14 |
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| Cisco Systems (CSCO) | 0.4 | $1.8M | -15% | 15k | 117.46 |
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| UnitedHealth (UNH) | 0.4 | $1.7M | +7% | 4.0k | 415.65 |
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| Palmer Square Capital Bdc In Com Shs (PSBD) | 0.4 | $1.7M | +29% | 159k | 10.42 |
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| Abbvie (ABBV) | 0.3 | $1.6M | +35% | 6.2k | 251.65 |
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| Visa Com Cl A (V) | 0.3 | $1.5M | 4.4k | 343.09 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $1.4M | +33% | 11k | 136.72 |
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| Goldman Sachs (GS) | 0.3 | $1.4M | +306% | 1.4k | 1011.37 |
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| Spdr Series Trust St Nuve Term Etf (SHM) | 0.3 | $1.4M | 29k | 47.97 |
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| Meta Platforms Cl A (META) | 0.3 | $1.4M | 2.5k | 563.29 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $1.3M | +40% | 1.8k | 748.91 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.3M | +3% | 3.6k | 370.04 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $1.2M | -2% | 2.6k | 477.57 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $1.2M | +18% | 24k | 50.58 |
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| Broadcom (AVGO) | 0.3 | $1.2M | -2% | 3.1k | 377.69 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.3 | $1.2M | +10% | 47k | 24.99 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $1.2M | +6% | 3.5k | 327.33 |
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| International Business Machines (IBM) | 0.2 | $1.1M | +2% | 4.1k | 281.21 |
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| Philip Morris International (PM) | 0.2 | $1.1M | -3% | 6.3k | 180.92 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $1.1M | 15k | 75.79 |
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| Vaneck Etf Trust Ig Floa Rate Etf (FLTR) | 0.2 | $1.1M | 43k | 25.61 |
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| Nfj Dividend Interest (NFJ) | 0.2 | $1.0M | -8% | 68k | 15.19 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.2 | $986k | 12k | 82.34 |
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| Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR) | 0.2 | $980k | 19k | 50.71 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $945k | -10% | 7.6k | 124.76 |
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| Coca-Cola Company (KO) | 0.2 | $944k | +4% | 12k | 81.27 |
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| Eli Lilly & Co. (LLY) | 0.2 | $943k | 786.00 | 1199.43 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $912k | -3% | 6.6k | 137.53 |
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| Allstate Corporation (ALL) | 0.2 | $910k | -2% | 3.8k | 237.94 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $869k | +9% | 2.5k | 353.33 |
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| Spdr Series Trust St Str Sp Home (XHB) | 0.2 | $866k | 7.5k | 115.56 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $850k | -32% | 881.00 | 965.00 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $843k | 15k | 55.93 |
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| American Express Company (AXP) | 0.2 | $828k | 2.4k | 338.25 |
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| Bank of America Corporation (BAC) | 0.2 | $826k | +8% | 15k | 56.98 |
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| Home Depot (HD) | 0.2 | $820k | 2.3k | 352.68 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $812k | -23% | 1.1k | 736.41 |
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| Servicenow (NOW) | 0.2 | $806k | +19% | 8.1k | 99.28 |
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| Rivernorth Opprtunities Fd I (RIV) | 0.2 | $803k | 69k | 11.66 |
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| Verizon Communications (VZ) | 0.2 | $797k | +4% | 19k | 42.34 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $784k | +4% | 394.00 | 1989.44 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $735k | -2% | 15k | 50.49 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $697k | -4% | 3.1k | 227.06 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $687k | -5% | 4.4k | 156.72 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $684k | -3% | 3.2k | 212.77 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $676k | +65% | 7.3k | 92.27 |
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| Citigroup Com New (C) | 0.1 | $649k | -8% | 4.6k | 139.96 |
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| Oracle Corporation (ORCL) | 0.1 | $641k | +34% | 4.4k | 146.55 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $631k | -19% | 1.3k | 500.39 |
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| FedEx Corporation (FDX) | 0.1 | $629k | -12% | 2.0k | 313.13 |
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| Lowe's Companies (LOW) | 0.1 | $618k | 2.8k | 220.49 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $613k | +8% | 892.00 | 686.88 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $609k | 3.2k | 189.72 |
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| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.1 | $587k | 14k | 43.30 |
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| Walt Disney Company (DIS) | 0.1 | $585k | 6.1k | 96.26 |
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| Nextera Energy (NEE) | 0.1 | $581k | -11% | 6.6k | 87.77 |
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| Stryker Corporation (SYK) | 0.1 | $575k | 1.8k | 314.84 |
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| Union Pacific Corporation (UNP) | 0.1 | $569k | +6% | 2.1k | 272.00 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $550k | +87% | 1.1k | 496.73 |
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| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.1 | $541k | -20% | 5.5k | 98.59 |
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| Altria (MO) | 0.1 | $536k | +9% | 7.5k | 71.95 |
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| At&t (T) | 0.1 | $534k | +9% | 26k | 20.70 |
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| Ishares Tr New York Mun Etf (NYF) | 0.1 | $532k | +60% | 9.9k | 53.90 |
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| S&p Global (SPGI) | 0.1 | $527k | -14% | 1.3k | 407.26 |
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| Chevron Corporation (CVX) | 0.1 | $527k | +7% | 3.2k | 165.77 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $527k | -2% | 8.5k | 62.20 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $519k | +385% | 1.7k | 302.97 |
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| Johnson & Johnson (JNJ) | 0.1 | $517k | -40% | 2.0k | 254.00 |
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| Palo Alto Networks (PANW) | 0.1 | $517k | -11% | 1.5k | 341.02 |
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| Micron Technology (MU) | 0.1 | $512k | -3% | 443.00 | 1155.28 |
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| McKesson Corporation (MCK) | 0.1 | $506k | -16% | 670.00 | 755.60 |
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| Amgen (AMGN) | 0.1 | $505k | 1.4k | 362.12 |
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| Costco Wholesale Corporation (COST) | 0.1 | $502k | 537.00 | 935.50 |
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| Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) | 0.1 | $499k | -5% | 14k | 34.62 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $495k | -2% | 988.00 | 501.36 |
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| Mainstay Cbre Global (MEGI) | 0.1 | $494k | 33k | 15.20 |
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| Netflix (NFLX) | 0.1 | $480k | -2% | 6.7k | 71.40 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $480k | 11k | 45.70 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $475k | +2% | 4.8k | 98.20 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $475k | +6% | 9.2k | 51.85 |
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| American Electric Power Company (AEP) | 0.1 | $475k | +31% | 3.5k | 136.81 |
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| United Rentals (URI) | 0.1 | $474k | +2% | 418.00 | 1132.89 |
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| RBB F/m Us Treasury (TBIL) | 0.1 | $471k | -11% | 9.5k | 49.86 |
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| First Trust Enhanced Equity Income Fund (FFA) | 0.1 | $461k | -2% | 21k | 22.36 |
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| Norfolk Southern (NSC) | 0.1 | $457k | 1.5k | 314.59 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $457k | -4% | 1.5k | 303.21 |
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| Iren Ordinary Shares (IREN) | 0.1 | $455k | +27% | 9.9k | 45.73 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $449k | 2.4k | 190.54 |
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| Butterfly Network Com Cl A (BFLY) | 0.1 | $439k | -10% | 52k | 8.42 |
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| Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM) | 0.1 | $437k | +2% | 71k | 6.15 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 0.1 | $431k | +39% | 9.3k | 46.15 |
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| Illinois Tool Works (ITW) | 0.1 | $423k | 1.6k | 270.55 |
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| Astrazeneca Ord (AZN) | 0.1 | $422k | 2.2k | 189.62 |
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| Qualcomm (QCOM) | 0.1 | $422k | -31% | 2.3k | 184.79 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $416k | +316% | 3.4k | 124.17 |
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| Ge Aerospace Com New (GE) | 0.1 | $412k | -4% | 1.1k | 373.58 |
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| Wal-Mart Stores (WMT) | 0.1 | $411k | +6% | 3.6k | 113.26 |
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| Progressive Corporation (PGR) | 0.1 | $408k | -16% | 1.9k | 218.45 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $406k | -5% | 6.5k | 62.89 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $405k | -46% | 1.7k | 242.43 |
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| Etfis Ser Tr I Virtus Reaves Ut (UTES) | 0.1 | $403k | +10% | 4.9k | 81.74 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $403k | +2% | 2.7k | 148.32 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $395k | 3.1k | 126.56 |
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| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.1 | $394k | +26% | 4.4k | 89.85 |
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| Prologis (PLD) | 0.1 | $392k | -3% | 2.9k | 135.49 |
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| Southwest Airlines (LUV) | 0.1 | $388k | 7.5k | 51.42 |
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| Valero Energy Corporation (VLO) | 0.1 | $388k | -6% | 1.5k | 260.36 |
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| Merck & Co (MRK) | 0.1 | $385k | 3.0k | 128.52 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $384k | +6% | 1.3k | 298.01 |
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| Cardinal Health (CAH) | 0.1 | $383k | +3% | 1.6k | 237.56 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $381k | +11% | 1.7k | 217.93 |
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| Linde SHS (LIN) | 0.1 | $368k | 710.00 | 518.94 |
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| Eaton Corp SHS (ETN) | 0.1 | $364k | -11% | 855.00 | 426.12 |
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| Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB) | 0.1 | $356k | +3% | 19k | 19.18 |
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| Pacer Fds Tr Us Sm Cap Ca Etf (CALF) | 0.1 | $354k | 7.0k | 50.61 |
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| CVS Caremark Corporation (CVS) | 0.1 | $350k | +106% | 3.4k | 103.46 |
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| General Motors Company (GM) | 0.1 | $350k | -2% | 4.5k | 77.08 |
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| Capital One Financial (COF) | 0.1 | $341k | 1.7k | 200.62 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $338k | +347% | 4.2k | 80.57 |
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| Advanced Micro Devices (AMD) | 0.1 | $335k | +406% | 577.00 | 580.91 |
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| Arista Networks Com Shs (ANET) | 0.1 | $335k | +52% | 2.0k | 169.88 |
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| Cigna Corp (CI) | 0.1 | $332k | -14% | 1.2k | 275.68 |
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| Vaneck Fds Emer Mark Bd Etf (EMBX) | 0.1 | $331k | 6.5k | 51.31 |
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| First Tr Exchange-traded Wcm Intl Equity (WCMI) | 0.1 | $326k | +10% | 17k | 19.57 |
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| Uber Technologies (UBER) | 0.1 | $321k | 4.4k | 72.16 |
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| Ge Vernova (GEV) | 0.1 | $320k | +3% | 273.00 | 1173.75 |
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| Pepsi (PEP) | 0.1 | $316k | +36% | 2.3k | 135.39 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $309k | +31% | 778.00 | 397.68 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $307k | 779.00 | 393.96 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $306k | -20% | 925.00 | 330.46 |
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| First Tr Exchange-traded SHS (FVD) | 0.1 | $296k | -4% | 6.1k | 48.18 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $292k | -3% | 574.00 | 509.31 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $292k | 3.9k | 75.46 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $290k | 1.8k | 164.27 |
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| Corteva (CTVA) | 0.1 | $287k | -4% | 3.4k | 84.69 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $287k | NEW | 11k | 26.50 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $287k | +7% | 3.0k | 96.57 |
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| Pulte (PHM) | 0.1 | $286k | 2.1k | 137.21 |
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| W.W. Grainger (GWW) | 0.1 | $282k | 207.00 | 1360.40 |
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| Apollo Global Mgmt (APO) | 0.1 | $281k | 2.4k | 118.31 |
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| Nrg Energy Com New (NRG) | 0.1 | $280k | +82% | 1.9k | 146.06 |
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| Applied Materials (AMAT) | 0.1 | $277k | +11% | 383.00 | 722.50 |
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| ConocoPhillips (COP) | 0.1 | $273k | 2.6k | 103.96 |
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| Boeing Company (BA) | 0.1 | $272k | 1.3k | 216.47 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $272k | +42% | 1.4k | 197.60 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $270k | +23% | 1.7k | 158.03 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $265k | -12% | 5.6k | 46.94 |
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| American Water Works (AWK) | 0.1 | $262k | +23% | 2.0k | 131.58 |
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| Honeywell International (HON) | 0.1 | $256k | NEW | 1.1k | 223.81 |
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| Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.1 | $255k | 24k | 10.72 |
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| Honeywell Aerospace (HONA) | 0.1 | $255k | NEW | 1.2k | 221.08 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $254k | +85% | 741.00 | 342.83 |
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| Carrier Global Corporation (CARR) | 0.1 | $254k | -5% | 3.5k | 73.35 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $254k | 585.00 | 433.33 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $253k | +12% | 3.6k | 71.25 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.1 | $253k | 2.6k | 98.30 |
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| Dover Corporation (DOV) | 0.1 | $249k | 1.1k | 224.28 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $249k | +20% | 2.3k | 107.62 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $247k | +30% | 2.1k | 117.65 |
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.1 | $247k | 2.0k | 122.29 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $246k | 667.00 | 368.38 |
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| Pfizer (PFE) | 0.1 | $245k | +2% | 10k | 24.08 |
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| Ab Active Etfs New Yo Inter Etf (NYM) | 0.1 | $244k | 9.7k | 25.13 |
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| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.1 | $238k | -13% | 8.7k | 27.33 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $238k | +3% | 1.9k | 124.44 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $237k | +13% | 3.5k | 68.01 |
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| Colgate-Palmolive Company (CL) | 0.1 | $237k | 2.6k | 91.67 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $236k | -21% | 2.9k | 82.83 |
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| Pacer Fds Tr Developed Mrkt (ICOW) | 0.1 | $235k | 5.6k | 41.63 |
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| Immunitybio (IBRX) | 0.1 | $233k | +12% | 27k | 8.76 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $233k | +843% | 2.7k | 86.15 |
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| L3harris Technologies (LHX) | 0.0 | $229k | -4% | 788.00 | 290.59 |
|
| Abbott Laboratories (ABT) | 0.0 | $225k | -2% | 2.5k | 90.74 |
|
| Nebius Group Shs Class A (NBIS) | 0.0 | $220k | +2% | 798.00 | 276.17 |
|
| Hershey Company (HSY) | 0.0 | $218k | +108% | 1.2k | 175.45 |
|
| Etf Ser Solutions Distillate Us (DSTL) | 0.0 | $216k | 3.6k | 59.90 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $212k | -3% | 340.00 | 623.76 |
|
| McDonald's Corporation (MCD) | 0.0 | $211k | +167% | 780.00 | 270.31 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $208k | -12% | 1.5k | 143.10 |
|
| Ishares Tr MRGSTR SM CP GR (ISCG) | 0.0 | $206k | 3.1k | 65.54 |
|
|
| Capital Grp Fixed Incm Etf T Mun High Etf (CGHM) | 0.0 | $204k | 7.9k | 25.85 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $204k | +138% | 861.00 | 236.62 |
|
| Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB) | 0.0 | $202k | +153% | 1.2k | 168.46 |
|
| Exelon Corporation (EXC) | 0.0 | $202k | -3% | 4.3k | 46.62 |
|
| Nuveen Ny Divid Advntg Mun F (NAN) | 0.0 | $149k | 13k | 11.73 |
|
|
| Nuveen Select Tax-free Incom Sh Ben Int (NXP) | 0.0 | $148k | 10k | 14.31 |
|
|
| Alpha Tau Medical Ordinary Shares (DRTS) | 0.0 | $126k | 10k | 12.58 |
|
|
| Quantumscape Corp Com Cl A (QS) | 0.0 | $90k | 12k | 7.56 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $82k | -2% | 14k | 5.83 |
|
| Soundhound Ai Class A Com (SOUN) | 0.0 | $65k | 10k | 6.47 |
|
|
| Keel Infrastructure Corp Com Shs (KEEL) | 0.0 | $57k | NEW | 10k | 5.74 |
|
| Denison Mines Corp (DNN) | 0.0 | $49k | NEW | 16k | 3.06 |
|
| Jfb Constr Hldgs Cl A (JFB) | 0.0 | $48k | NEW | 10k | 4.81 |
|
| Gt Biopharma (GTBP) | 0.0 | $40k | NEW | 82k | 0.49 |
|
| Bigbear Ai Hldgs (BBAI) | 0.0 | $37k | NEW | 10k | 3.67 |
|
Past Filings by Opal Wealth Advisors
SEC 13F filings are viewable for Opal Wealth Advisors going back to 2020
- Opal Wealth Advisors 2026 Q2 filed July 20, 2026
- 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