Opal Wealth Advisors, LLC - Portfolio Stock Holdings
Opal Wealth Advisors, LLC disclosed 612 stock positions in a recent SEC 13F filing. $462,997,402 of stock holdings were filed, with the largest holdings including PVAL, LRGE, and VBR. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,238,191,462 and has 20 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
612Est. Stock Holding Value:
$462,997,402Top Stock Holdings By Sector
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Portfolio Stock Holdings - Opal Wealth Advisors, LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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