Opal Wealth Advisors, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $348 Million distributed in 567 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Putnam ETF Tr Putnam Focused L with a value of $59.6M, Legg Mason ETF Invt Tr Clearbr with a value of $45.2M, Vanguard Small Cap Value ETF with a value of $35.9M, Ihares Core 1 5 Years Usd Bond with a value of $18.6M, and Apple Inc. with a value of $12.2M.
Examining the 13F form we can see an increase of $33.5M in the current position value, from $314M to 348M.
Opal Wealth Advisors, LLC is based out at Jericho, NY
Below you can find more details about Opal Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$348 Million
ETFs: $183 Million
Technology: $32.1 Million
Financial Services: $18.8 Million
Healthcare: $11.6 Million
Consumer Cyclical: $9.13 Million
Industrials: $8.99 Million
Communication Services: $8.54 Million
Consumer Defensive: $5.21 Million
Other: $8.43 Million
Stock Holdings Table Market Cap. of $200 Billions or more
