Opal Wealth Advisors, LLC
Q3 2025 13F Holdings
- Locationjericho, NY
- Num holdings
195
- Value ($000)
$359,349
- Date Filed10/24/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
PVAL PUTNAM ETF TRUST | FOCUSED LAR CAP | 746729300 | $64.65M | 18 % | 1,513,333 | ||
LRGE LEGG MASON ETF INVT | CLEARBRIDGE LRG | 524682200 | $48.89M | 14 % | 586,517 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $39.20M | 11 % | 187,821 | ||
ISTB ISHARES TR | CORE 1 5 YR USD | 46432F859 | $19.06M | 5 % | 390,344 | ||
AAPL APPLE INC | COM | 037833100 | $11.55M | 3 % | 45,368 | ||
JMST J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 | $10.50M | 3 % | 205,713 | ||
XLI SELECT SECTOR SPDR TR | INDL | 81369Y704 | $9.25M | 3 % | 59,980 | ||
NCDL NUVEEN CHURCHILL DIRECT LEND | COM SHS | 67090S108 | $7.25M | 2 % | 525,520 | ||
CWI SPDR INDEX SHS FDS | MSCI ACWI EXUS | 78463X848 | $5.07M | 1 % | 145,131 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.05M | 1 % | 9,747 |
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