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Opal Wealth Advisors, LLC

Q3 2025 13F Holdings

  • Location
    jericho, NY
  • Num holdings

    195

  • Value ($000)

    $359,349

  • Date Filed
    10/24/2025
  • Form type
    13F-HR
  • CIK
    0001844201
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
P
PVAL

PUTNAM ETF TRUST

FOCUSED LAR CAP
746729300
$64.65M
18 %

1,513,333

L
LRGE

LEGG MASON ETF INVT

CLEARBRIDGE LRG
524682200
$48.89M
14 %

586,517

V
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
922908611
$39.2M
11 %

187,821

I
ISTB

ISHARES TR

CORE 1 5 YR USD
46432F859
$19.06M
5 %

390,344

A
AAPL

APPLE INC

COM
037833100
$11.55M
3 %

45,368

J
JMST

J P MORGAN EXCHANGE TRADED F

ULTRA SHT MUNCPL
46641Q654
$10.5M
3 %

205,713

X
XLI

SELECT SECTOR SPDR TR

INDL
81369Y704
$9.25M
3 %

59,980

N
NCDL

NUVEEN CHURCHILL DIRECT LEND

COM SHS
67090S108
$7.25M
2 %

525,520

C
CWI

SPDR INDEX SHS FDS

MSCI ACWI EXUS
78463X848
$5.07M
1 %

145,131

M
MSFT

MICROSOFT CORP

COM
594918104
$5.05M
1 %

9,747

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