Opal Wealth Advisors, LLC: 13F holdings
CIK 18442012026Q2
| Positions | 224 |
|---|
| Reported value | $463.0m |
|---|
| Filed | 2026-07-20 |
|---|
Change since last quarter
| Positions | 224 (-382 vs prior quarter) |
|---|
| Reported value | $463.0m (+4.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PVAL PUTNAM ETF TRUST | 1,562,614 | $79.6m | 17.2% |
| LRGE LEGG MASON ETF INVT | 681,595 | $58.4m | 12.6% |
| VBR VANGUARD INDEX FDS | 199,493 | $48.5m | 10.5% |
| ADVISORS INNER CIRCLE FD III | 1,594,863 | $40.5m | 8.7% |
| ISTB ISHARES TR | 414,929 | $20.0m | 4.3% |
| AAPL APPLE INC | 46,669 | $13.5m | 2.9% |
| XLI SELECT SECTOR SPDR TR | 62,150 | $11.5m | 2.5% |
| JMST J P MORGAN EXCHANGE TRADED F | 224,850 | $11.5m | 2.5% |
| NUVEEN CHURCHILL DIRECT LEND | 634,271 | $7.9m | 1.7% |
| CWI SPDR INDEX SHS FDS | 151,249 | $6.2m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1844201")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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