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Opal Wealth Advisors, LLC

13F
Opal Wealth Advisors, LLC
Last update 2025-07-15 566 Stocks (66 new)
Value $361.00 Mil Turnover 9 %
Countries:
Top Holdings: PVAL(16.54%)LRGE(12.62%)VBR(9.95%)ISTB(5.16%)AAPL(3.38%)
Summary Stock Picks Current Portfolio
Opal Wealth Advisors, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
PVAL
Putnam Focused Large Cap Value ETF
1,482,253
59,631.0
+3.69%
16.540
+0.59%
1.680
+13.79%
+11.92%
3,718.3
 
LRGE
ClearBridge Large Cap Growth ESG ETF
ClearBridge Large Cap Growth ESG ETF
573,799
45,508.0
+2.67%
12.620
+0.33%
10.410
+15.58%
+6.76%
435.2
 
VBR
Vanguard Small Cap Value ETF
184,022
35,886.1
+6.44%
9.950
+0.60%
0.130
+13.78%
+3.46%
28,922.5
 
ISTB
iShares Core 1-5 Year USD Bond ETF
382,554
18,611.3
+3.77%
5.160
+0.19%
0.420
+1.17%
+3.56%
4,420.4
 
AAPL
Apple Inc
59,407
12,188.5
+2.66%
3.380
+0.09%
0.000
+2.27%
-14.43%
3,192,682.2
Hardware
JMST
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
189,697
9,659.4
-1.93%
2.680
-0.06%
0.240
+1.13%
+1.97%
4,169.4
 
XLI
Industrial Select Sector SPDR
59,732
8,811.7
+2.75%
2.440
+0.07%
0.040
+19.32%
+17.19%
22,840.3
 
NCDL
Nuveen Churchill Direct Lending Corp
Nuveen Churchill Direct Lending Corp
498,655
8,073.2
+46.28%
2.240
+0.71%
0.990
+9.34%
+7.13%
851.3
Asset Management
MSFT
Microsoft Corp
10,044
4,995.9
+10.00%
1.390
+0.13%
0.000
+30.62%
+21.67%
3,797,138.0
Software
CWI
SPDR MSCI ACWI ex-US ETF
137,921
4,504.5
+3.42%
1.250
+0.04%
0.240
+12.02%
+20.89%
1,941.4
 

Opal Wealth Advisors, LLC's Historical Top Holdings Breakdowns

Opal Wealth Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY
SPDR S&P 500 ETF Trust
2025-06-30
Sold Out
Sold Out
-1.13%
●
496.48 ($571.44) 617.85
$634.42
11.02%
Sold Out
0
-6,555
NCDL
Nuveen Churchill Direct Lending Corp
Nuveen Churchill Direct Lending Corp
2025-06-30
Add
Add
+0.71%
●
14.65 ($15.85) 17.07
$16.93
6.81%
Add 46.28%
498,655
157,763
JPIE
JPMorgan Income ETF
2025-06-30
New Buy
New Buy
+0.62%
●
45.12 ($45.82) 46.32
$46.17
0.76%
New holding
48,433
48,433
VBR
Vanguard Small Cap Value ETF
2025-06-30
Add
Add
+0.60%
●
162.76 ($185.12) 195.77
$202.76
9.53%
Add 6.44%
184,022
11,130
PVAL
Putnam Focused Large Cap Value ETF
2025-06-30
Add
Add
+0.59%
●
33.6 ($37.7) 40.23
$41.29
9.52%
Add 3.69%
1,482,253
52,744
JMUB
JPMorgan Municipal ETF
2025-06-30
Add
Add
+0.57%
●
48.46 ($49.41) 50.2
$49.19
-0.45%
Add 265.08%
57,485
41,739
GVI
iShares Intermediate Government/Credit Bond ETF
iShares Intermediate Government/Credit Bond ETF
2025-06-30
Reduce
Reduce
-0.53%
●
104.82 ($105.77) 106.79
$106.20
0.41%
Reduce -46.54%
18,459
-16,070
LRGE
ClearBridge Large Cap Growth ESG ETF
ClearBridge Large Cap Growth ESG ETF
2025-06-30
Add
Add
+0.33%
●
62.75 ($72.7) 79.31
$80.35
10.52%
Add 2.67%
573,799
14,929
IJR
iShares Core S&P Small-Cap ETF
2025-06-30
Reduce
Reduce
-0.27%
●
90.56 ($103.39) 109.49
$112.32
8.64%
Reduce -75.07%
2,762
-8,318
ICE
Intercontinental Exchange Inc
2025-06-30
Reduce
Reduce
-0.22%
●
151.62 ($171.84) 183.47
$183.58
6.83%
Reduce -21.29%
15,591
-4,216

Opal Wealth Advisors, LLC Total Holding History ($B)

To

Opal Wealth Advisors, LLC's Asset Allocation

To

Opal Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Opal Wealth Advisors, LLC's Hypothetical Growth since 2025-06-30

Opal Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Opal Wealth Advisors, LLC's Holdings Heat Map

Size field:

Opal Wealth Advisors, LLC's Holdings Bubble Chart

Opal Wealth Advisors, LLC News

  • 1

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