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 151–200 of 206
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GS | GOLDMAN SACHS GROUP INC | 362 | $100K–$500K | SH |
| CAH | CARDINAL HEALTH INC | 2K | $100K–$500K | SH |
| BA | BOEING CO | 1K | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP | 2K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 3K | $100K–$500K | SH |
| LIN | LINDE PLC | 707 | $100K–$500K | SH |
| JCI | JOHNSON CTLS INTL PLC | 2K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 636 | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 2K | $100K–$500K | SH |
| UTES | ETFIS SER TR I | 4K | $100K–$500K | SH |
| CI | THE CIGNA GROUP | 1K | $100K–$500K | SH |
| CME | CME GROUP INC | 1K | $100K–$500K | SH |
| MUB | ISHARES TR | 3K | $100K–$500K | SH |
| IEMG | ISHARES INC | 4K | $100K–$500K | SH |
| APO | APOLLO GLOBAL MGMT INC | 2K | $100K–$500K | SH |
| SPGP | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 10K | $100K–$500K | SH |
| AB | ALLIANCEBERNSTEIN HLDG L P | 7K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 846 | $100K–$500K | SH |
| CRM | SALESFORCE INC | 1K | $100K–$500K | SH |
| REGN | REGENERON PHARMACEUTICALS | 343 | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 668 | $100K–$500K | SH |
| BKLN | INVESCO EXCH TRADED FD TR II | 12K | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 2K | $100K–$500K | SH |
| PHM | PULTE GROUP INC | 2K | $100K–$500K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 561 | $100K–$500K | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 2K | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 831 | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| NRK | NUVEEN NEW YORK AMT QLT MUNI | 24K | $100K–$500K | SH |
| ENB | ENBRIDGE INC | 5K | $100K–$500K | SH |
| CTVA | CORTEVA INC | 4K | $100K–$500K | SH |
| ABNB | AIRBNB INC | 2K | $100K–$500K | SH |
| MRSH | MARSH & MCLENNAN COS INC | 1K | $100K–$500K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 3K | $100K–$500K | SH |
| MKL | MARKEL GROUP INC | 104 | $100K–$500K | SH |
| PFE | PFIZER INC | 9K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 755 | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 335 | $100K–$500K | SH |
| ICOW | PACER FDS TR | 6K | $100K–$500K | SH |
| DOV | DOVER CORP | 1K | $100K–$500K | SH |
| SNY | SANOFI SA | 4K | $100K–$500K | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 3K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 1K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 2K | $100K–$500K | SH |
| DSTL | ETF SER SOLUTIONS | 4K | $100K–$500K | SH |
| GWW | WW GRAINGER INC | 204 | $100K–$500K | SH |
| IMCG | ISHARES TR | 3K | $100K–$500K | SH |
| DYNF | BLACKROCK ETF TRUST | 3K | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND | 746 | $100K–$500K | SH |