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 51–100 of 206
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVW | ISHARES TR | 8K | $500K+ | SH |
| NFJ | VIRTUS DIVIDEND INTEREST & P | 75K | $500K+ | SH |
| PSBD | PALMER SQUARE CAPITAL BDC IN | 76K | $500K+ | SH |
| IWD | ISHARES TR | 4K | $500K+ | SH |
| VSGX | VANGUARD WORLD FD | 13K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 2K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 1K | $500K+ | SH |
| GQGU | ADVISORS INNER CIRCLE FD III | 34K | $500K+ | SH |
| LLY | ELI LILLY & CO | 774 | $500K+ | SH |
| RIV | RIVERNORTH OPPORTUNITIES FD | 70K | $500K+ | SH |
| SPGI | S&P GLOBAL INC | 2K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3K | $500K+ | SH |
| JAAA | JANUS DETROIT STR TR | 16K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| XHB | SPDR SERIES TRUST | 8K | $500K+ | SH |
| GOOG | ALPHABET INC | 2K | $500K+ | SH |
| KO | COCA COLA CO | 11K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 13K | $500K+ | SH |
| ESML | ISHARES TR | 16K | $500K+ | SH |
| DIS | DISNEY WALT CO | 6K | $500K+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 4K | $500K+ | SH |
| AIG | AMERICAN INTL GROUP INC | 8K | $500K+ | SH |
| MCK | MCKESSON CORP | 848 | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| IUSB | ISHARES TR | 15K | $500K+ | SH |
| LOW | LOWES COS INC | 3K | $500K+ | SH |
| FDX | FEDEX CORP | 2K | $500K+ | SH |
| WMT | WALMART INC | 6K | $500K+ | SH |
| SYK | STRYKER CORPORATION | 2K | $500K+ | SH |
| NEE | NEXTERA ENERGY INC | 8K | $500K+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 13K | $500K+ | SH |
| INTC | INTEL CORP | 17K | $500K+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 1K | $500K+ | SH |
| ORCL | ORACLE CORP | 3K | $500K+ | SH |
| C | CITIGROUP INC | 5K | $500K+ | SH |
| FXE | INVESCO CURRENCYSHARES EURO | 6K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 15K | $500K+ | SH |
| RTX | RTX CORPORATION | 3K | $500K+ | SH |
| QCOM | QUALCOMM INC | 3K | $500K+ | SH |
| GCOW | PACER FDS TR | 14K | $500K+ | SH |
| NVS | NOVARTIS AG | 4K | $500K+ | SH |
| COWZ | PACER FDS TR | 9K | $500K+ | SH |
| NFLX | NETFLIX INC | 5K | $500K+ | SH |
| TBIL | RBB FD INC | 10K | $500K+ | SH |
| DSM | BNY MELLON STRATEGIC MUN BD | 81K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 2K | $100K–$500K | SH |
| FFA | FIRST TR ENHANCED EQUITY INC | 22K | $100K–$500K | SH |
| T | AT&T INC | 19K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 2K | $100K–$500K | SH |