Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Opal Wealth Advisors, LLC (CIK 1844201) reported $442.4M across 604 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PVAL ($72.8M, 16.45%), LRGE ($49.8M, 11.27%), VBR ($43.0M, 9.73%), ARMIX ($41.1M, 9.29%), ISTB ($20.2M, 4.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PVAL | PUTNAM ETF TRUST | $72.8M | 16.45% | 1.6M | Added |
| 2 | LRGE | LEGG MASON ETF INVT | $49.8M | 11.27% | 662,875 | Added |
| 3 | VBR | VANGUARD INDEX FDS | $43.0M | 9.73% | 198,088 | Added |
| 4 | ARMIX | ADVISORS INNER CIRCLE FD III | $41.1M | 9.29% | 1.5M | Added |
| 5 | ISTB | ISHARES TR | $20.2M | 4.56% | 416,095 | Added |
| 6 | JMST | J P MORGAN EXCHANGE TRADED F | $11.1M | 2.51% | 217,995 | Added |
| 7 | AAPL | APPLE INC | $11.0M | 2.50% | 43,536 | Added |
| 8 | XLI | SELECT SECTOR SPDR TR | $10.0M | 2.26% | 61,810 | Added |
| 9 | NCDL | NUVEEN CHURCHILL DIRECT LEND | $8.0M | 1.80% | 625,215 | Added |
| 10 | CWI | SPDR INDEX SHS FDS | $5.4M | 1.23% | 148,135 | Added |
| 11 | FBND | FIDELITY MERRIMACK STR TR | $4.8M | 1.07% | 104,211 | Added |
| 12 | SPYG | SPDR SERIES TRUST | $4.4M | 0.99% | 44,510 | Added |
| 13 | MOAT | VANECK ETF TRUST | $4.1M | 0.93% | 42,452 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $3.9M | 0.88% | 22,251 | Added |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $3.5M | 0.79% | 5,380 | Trimmed |
| 16 | SPYV | SPDR SERIES TRUST | $3.3M | 0.74% | 58,057 | Added |
| 17 | MSFT | MICROSOFT CORP | $3.3M | 0.74% | 8,897 | Trimmed |
| 18 | AMZN | AMAZON COM INC | $3.1M | 0.71% | 15,118 | Added |
| 19 | SPSM | SPDR SERIES TRUST | $3.1M | 0.70% | 64,243 | Added |
| 20 | JMUB | J P MORGAN EXCHANGE TRADED F | $3.0M | 0.68% | 60,414 | Trimmed |
| 21 | MUNI | PIMCO ETF TR | $2.5M | 0.56% | 47,613 | Trimmed |
| 22 | JPIE | J P MORGAN EXCHANGE TRADED F | $2.5M | 0.56% | 53,804 | Added |
| 23 | ICE | INTERCONTINENTAL EXCHANGE IN | $2.5M | 0.56% | 15,798 | Added |
| 24 | GOOGL | ALPHABET INC | $2.4M | 0.54% | 8,339 | Trimmed |
| 25 | GVI | ISHARES TR | $2.2M | 0.50% | 20,817 | Added |
Source: SEC Form 13F filings · as of 2026-03-31