Institutions / Opal Wealth Advisors, LLC
Opal Wealth Advisors, LLC
CIK 1844201 · Institution · as of Dec 31, 2025
Portfolio value
$383.51M
Positions
206
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 206 →
| Company | Value | % of portfolio |
|---|---|---|
| Putnam ETF Trust | $70.15M | 18.3% |
| Legg Mason ETF Invt | $49.64M | 12.9% |
| Vanguard Index Fds | $40.83M | 10.6% |
| iShares Tr | $19.70M | 5.1% |
| Apple Inc. | $11.77M | 3.1% |
| J P Morgan Exchange Traded F | $10.62M | 2.8% |
| Select Sector SPDR Tr | $9.47M | 2.5% |
| Nuveen Churchill Direct Lending Corp.NCDL | $7.36M | 1.9% |
| iShares Tr | $5.50M | 1.4% |
| SPDR Index Shs Fds | $5.13M | 1.3% |
| J P Morgan Exchange Traded F | $4.68M | 1.2% |
| Microsoft Corp | $4.54M | 1.2% |
| Fidelity Merrimack Str Tr | $4.49M | 1.2% |
| SPDR Series Trust | $4.48M | 1.2% |
| VanEck ETF Trust | $4.17M | 1.1% |
| NVIDIA Corp | $4.12M | 1.1% |
| SPDR S&P 500 ETF Tr | $3.93M | 1.0% |
| Amazon.com Inc | $3.44M | 0.9% |
| SPDR Series Trust | $3.09M | 0.8% |
| SPDR Series Trust | $2.87M | 0.7% |
| Alphabet Inc. | $2.71M | 0.7% |
| PIMCO ETF Tr | $2.59M | 0.7% |
| Intercontinental Exchange, Inc. | $2.56M | 0.7% |
| Vanguard Mun Bd Fds | $2.44M | 0.6% |
| J P Morgan Exchange Traded F | $2.37M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.