Opal Wealth Advisors
$463M 13F equity value
613 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Opal Wealth Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| PVAL | PUTNAM ETF TRUST | 1,562,614 | $80M | 17.2% |
| LRGE | LEGG MASON ETF INVT | 681,595 | $58M | 12.6% |
| VBR | VANGUARD INDEX FDS | 199,493 | $48M | 10.5% |
| GQGU | ADVISORS INNER CIRCLE FD III | 1,594,863 | $41M | 8.7% |
| ISTB | ISHARES TR | 414,929 | $20M | 4.3% |
| AAPL | APPLE INC | 46,669 | $14M | 2.9% |
| XLI | SELECT SECTOR SPDR TR | 62,150 | $12M | 2.5% |
| JMST | J P MORGAN EXCHANGE TRADED F | 224,850 | $11M | 2.5% |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | 634,271 | $8M | 1.7% |
| CWI | SPDR INDEX SHS FDS | 151,249 | $6M | 1.3% |
Track Opal Wealth Advisors's 13F portfolio: $463M in reported holdings, 613 positions. Top holdings and quarterly changes on SentiSense.
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