Opal Wealth Advisors, LLC
Q2 2025 13F Holdings
- Locationjericho, NY
- Num holdings
567
- Value ($000)
$360,541
- Date Filed07/14/2025
- Form type13F-HR
- CIK0001844201
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
PVAL PUTNAM ETF TRUST | FOCUSED LAR CAP | 746729300 | $59.63M | 17 % | 1,482,253 | ||
LRGE LEGG MASON ETF INVT | CLEARBRIDEG LR | 524682200 | $45.51M | 13 % | 573,799 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $35.89M | 10 % | 184,022 | ||
ISTB ISHARES TR | CORE 1 5 YR USD | 46432F859 | $18.61M | 5 % | 382,554 | ||
AAPL APPLE INC | COM | 037833100 | $12.19M | 3 % | 59,407 | ||
JMST J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 | $9.66M | 3 % | 189,697 | ||
XLI SELECT SECTOR SPDR TR | INDL | 81369Y704 | $8.81M | 2 % | 59,732 | ||
NCDL NUVEEN CHURCHILL DIRECT LEND | COM SHS | 67090S108 | $8.07M | 2 % | 498,655 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.00M | 1 % | 10,044 | ||
CWI SPDR INDEX SHS FDS | MSCI ACWI EXUS | 78463X848 | $4.50M | 1 % | 137,921 |
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