What does Opal Wealth Advisors, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Opal Wealth Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

PUTNAM ETF TRUST

$73M1.6M16.5%

LEGG MASON ETF INVT

$50M663K11.3%

VANGUARD INDEX FDS

$43M198K9.7%

ADVISORS INNER CIRCLE FD III

$41M1.5M9.3%

ISHARES TR

$20M416K4.6%

J P MORGAN EXCHANGE TRADED F

$11M218K2.5%

APPLE INC

$11M44K2.5%

SELECT SECTOR SPDR TR

$10M62K2.3%

NUVEEN CHURCHILL DIRECT LEND

$8M625K1.8%

SPDR INDEX SHS FDS

$5M148K1.2%

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