Opal Wealth Advisors, LLC - Portfolio overview
Opal Wealth Advisors, LLC has 611 reported holdings in this dataset, with the latest filing dated 2026-04-14.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- PVAL - PUTNAM ETF TRUST, 16.40%
- LRGE - LEGG MASON ETF INVT, 11.23%
- VBR - VANGUARD INDEX FDS, 9.70%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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