Holdings
Opal Wealth Advisors, LLC
As of Sep 30, 2026, Opal Wealth Advisors, LLC reported 210 positions worth US$460M. Largest: Putnam Focused Large Cap Value ETF, Vanguard Morningstar Small-Cap Value ETF and GQG US Equity ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Putnam Focused Large Cap Value ETF | 1.56M | US$81.8M | new | Sep 30, 2026 |
| Vanguard Morningstar Small-Cap Value ETF | 195K | US$45.1M | new | Sep 30, 2026 |
| GQG US Equity ETF | 1.7M | US$44.8M | new | Sep 30, 2026 |
| Vanguard Morningstar Growth ETF | 411K | US$37M | new | Sep 30, 2026 |
| ClearBridge Large Cap Growth Select ETF | 291K | US$26.3M | new | Sep 30, 2026 |
| iShares Core 1-5 Year USD Bond ETF | 446K | US$21.1M | new | Sep 30, 2026 |
| Apple Inc | 52,045 | US$17.3M | +5,376 | Sep 30, 2026 |
| State Street Industrial Select Sector SPDR ETF | 62,824 | US$10.5M | new | Sep 30, 2026 |
| Nuveen Churchill Direct Lending Corp. | 647K | US$7.27M | +12,522 | Sep 30, 2026 |
| State Street SPDR MSCI ACWI ex-US ETF | 160K | US$6.48M | new | Sep 30, 2026 |