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 101–150 of 206
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AMGN | AMGEN INC | 1K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 528 | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP | 5K | $100K–$500K | SH |
| DIVO | AMPLIFY ETF TR | 10K | $100K–$500K | SH |
| MEGI | NYLI CBRE GBL INFR MEGTRNDS | 32K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 2K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 2K | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 2K | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP | 2K | $100K–$500K | SH |
| BLK | BLACKROCK INC | 405 | $100K–$500K | SH |
| ASML | ASML HOLDING N V | 400 | $100K–$500K | SH |
| JGRO | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 2K | $100K–$500K | SH |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 14K | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC | 4K | $100K–$500K | SH |
| VYMI | VANGUARD WHITEHALL FDS | 5K | $100K–$500K | SH |
| GM | GENERAL MTRS CO | 5K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 3K | $100K–$500K | SH |
| IWO | ISHARES TR | 1K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 3K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 7K | $100K–$500K | SH |
| AMLP | ALPS ETF TR | 8K | $100K–$500K | SH |
| AGGY | WISDOMTREE TR | 9K | $100K–$500K | SH |
| PLD | PROLOGIS INC. | 3K | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 2K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 665 | $100K–$500K | SH |
| EFG | ISHARES TR | 3K | $100K–$500K | SH |
| FCX | FREEPORT-MCMORAN INC | 7K | $100K–$500K | SH |
| LUV | SOUTHWEST AIRLS CO | 9K | $100K–$500K | SH |
| HLT | HILTON WORLDWIDE HLDGS INC | 1K | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| URI | UNITED RENTALS INC | 447 | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 576 | $100K–$500K | SH |
| EMBX | VANECK FDS | 7K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 3K | $100K–$500K | SH |
| IEFA | ISHARES TR | 4K | $100K–$500K | SH |
| PPL | PPL CORP | 10K | $100K–$500K | SH |
| ACWX | ISHARES TR | 5K | $100K–$500K | SH |
| INTU | INTUIT | 519 | $100K–$500K | SH |
| PYLD | PIMCO ETF TR | 13K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 601 | $100K–$500K | SH |
| CALF | PACER FDS TR | 8K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 4K | $100K–$500K | SH |
| GDX | VANECK ETF TRUST | 4K | $100K–$500K | SH |
| HTAB | HARTFORD FDS EXCHANGE TRADED | 18K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 3K | $100K–$500K | SH |
| IJR | ISHARES TR | 3K | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 7K | $100K–$500K | SH |