account_balance
Investment manager · 13F filer · SEC CIK 1844201
Opal Wealth Advisors, LLC
Reported value$463Mas of Jun 30, 2026
Positions224 8 new, 390 sold out
Top 10 weight64.3%PVAL alone is 17%
FiledJul 2020 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
PVALPutnam ETF Trust
17.2%
LRGELegg Mason ETF Invt
12.6%Added +3%
VBRVanguard Index FDS
10.5%
GQGUAdvisors Inner Circle Fd III
8.7%Added +4%
ISTBiShares Tr
4.3%
AAPLApple Inc
2.9%Added +7%
XLISelect Sector SPDR Tr
2.5%
JMSTJ P Morgan Exchange Traded F
2.5%Added +3%
CWI1.3%
SPYG1.2%
FBND1.1%
PVALPutnam ETF Trust
17.2%
LRGELegg Mason ETF Invt
12.6%Added +3%
VBRVanguard Index FDS
10.5%
GQGUAdvisors Inner Circle Fd III
8.7%Added +4%
ISTB4.3%
AAPL2.9%XLI2.5%
JMST2.5%
NCDL1.7%CWI
SPYG
FBND
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PVAL Putnam ETF Trust 17.2% Held
LRGE Legg Mason ETF Invt 12.6% Added +3%
VBR Vanguard Index FDS 10.5% Held
GQGU Advisors Inner Circle Fd III 8.7% Added +4%
ISTB iShares Tr 4.3% Held
AAPL Apple Inc 2.9% Added +7%XLI Select Sector SPDR Tr 2.5% Held
JMST J P Morgan Exchange Traded F 2.5% Added +3%
NCDL Nuveen Churchill Direct Lend 1.7% HeldCWI SPDR Index SHS FDS 1.3% Added +2%
SPYG SPDR Series Trust 1.2% Held
FBND Fidelity Merrimack STR Tr 1.1% Added +10%
What changed