CIK 1844201
Opal Wealth Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
206
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 206
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PVAL | PUTNAM ETF TRUST | 1.5M | $1M+ | SH |
| LRGE | LEGG MASON ETF INVT | 603K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 193K | $1M+ | SH |
| ISTB | ISHARES TR | 404K | $1M+ | SH |
| AAPL | APPLE INC | 43K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 208K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 61K | $1M+ | SH |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | 552K | $1M+ | SH |
| IVV | ISHARES TR | 8K | $1M+ | SH |
| CWI | SPDR INDEX SHS FDS | 143K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 93K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 9K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 98K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 42K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 40K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 22K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 6K | $1M+ | SH |
| AMZN | AMAZON COM INC | 15K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 54K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 61K | $1M+ | SH |
| GOOGL | ALPHABET INC | 9K | $1M+ | SH |
| MUNI | PIMCO ETF TR | 49K | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 16K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 49K | $1M+ | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 51K | $1M+ | SH |
| TSLA | TESLA INC | 5K | $1M+ | SH |
| NYF | ISHARES TR | 40K | $1M+ | SH |
| GVI | ISHARES TR | 19K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 59K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| V | VISA INC | 4K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| SHM | SPDR SERIES TRUST | 29K | $1M+ | SH |
| IWF | ISHARES TR | 3K | $1M+ | SH |
| CSCO | CISCO SYS INC | 17K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 4K | $1M+ | SH |
| IVE | ISHARES TR | 6K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 4K | $1M+ | SH |
| FLTR | VANECK ETF TRUST | 47K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 10K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 7K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 11K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 3K | $1M+ | SH |
| ABBV | ABBVIE INC | 5K | $1M+ | SH |
| AVGO | BROADCOM INC | 3K | $1M+ | SH |
| DGRO | ISHARES TR | 15K | $1M+ | SH |
| CAT | CATERPILLAR INC | 2K | $1M+ | SH |
| SUSB | ISHARES TR | 40K | $1M+ | SH |
| EVSD | MORGAN STANLEY ETF TRUST | 19K | $500K+ | SH |
| EVTR | MORGAN STANLEY ETF TRUST | 19K | $500K+ | SH |