Opal Wealth Advisors, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    jericho, NY
  • CIK
    0001844201
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

532

$324.42M
PVAL, LRGE, VBR, ISTB
13F-HR
Apr 16, 2025
000184782025000005

191

$333.16M
PVAL, LRGE, VBR, ISTB
13F-HR
Jan 28, 2025
000184420125000001

189

$319.26M
PVAL, LRGE, VBR, ISTB
13F-HR
Oct 15, 2024
000184420124000007

1,241

$311.40M
PVAL, LRGE, VBR, ISTB
13F-HR
Jul 12, 2024
000184420124000005

350

$294.85M
PVAL, LRGE, VBR, ISTB
13F-HR
Apr 11, 2024
000184420124000004

170

$253.84M
LRGE, ISTB, VBR, JMUB
13F-HR
Jan 22, 2024
000184420124000001

142

$170.90M
VBR, LRGE, ISTB, SCHM
13F-HR
Oct 18, 2023
000184420123000005

145

$200.46M
KRE, LRGE, ISTB, SCHM
13F-HR
Jul 27, 2023
000184420123000004

114

$171.26M
KRE, LRGE, ISTB, SCHM
13F-HR
Apr 19, 2023
000184420123000003

126

$181.35M
KRE, LRGE, ISTB, SCHM
13F-HR
Feb 3, 2023
000184420123000002

101

$137.02M
KRE, ISTB, LRGE, SCHM
13F-HR
Oct 17, 2022
000184420122000005

110

$151.24M
KRE, ISTB, LRGE, SCHM
13F-HR
Aug 10, 2022
000184420122000004

104

$114.89M
LRGE, SCHM, KRE, XLB
13F-HR
May 9, 2022
000184420122000003

127

$158.08M
LRGE, SCHM, KRE, XLB
13F-HR
Jan 31, 2022
000184420122000001

82

$104.04M
LRGE, SCHM, KRE, XLI
13F-HR
Nov 5, 2021
000184420121000004

85

$107.46M
LRGE, SCHM, KRE, XLI
13F-HR
Aug 2, 2021
000184420121000003

82

$92.01M
LRGE, KRE, SCHM, GDX
13F-HR
Apr 29, 2021
000184420121000002

73

$79.77M
LRGE, KRE, SCHM, GDX
13F-HR
Feb 11, 2021
000184420121000001