Fund Holdings — Opal Wealth Advisors, LLC

Total Portfolio Value
$442.39M
Total Bought
$85.44M
Total Sold
$23.58M
Net Transaction
+$61.85M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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ADVISORS INNER CIRCLE FD III
GQG US EQUIT ETF
34,3981,527,718+1,493,32084441,1119.29%+40,266
PUTNAM ETF TRUST1,539,4911,568,637+29,14670,15572,78516.45%+2,630
VANGUARD INDEX FDS192,768198,088+5,32040,82643,0359.73%+2,208
MORGAN STANLEY ETF TRUST
EATO VA DURA ETF
19,37938,822+19,4439971,9780.45%+981
SERVICENOW INC(NOW)06,820+6,82007130.16%+713
NUVEEN CHURCHILL DIRECT LEND(NCDL)551,974625,215+73,2417,3637,9531.80%+589
SELECT SECTOR SPDR TR
ST STR INDL ETF
61,02861,810+7829,4679,9972.26%+530
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
208,448217,995+9,54710,61811,1132.51%+495
ISHARES TR
CORE 1 5 YR USD
404,099416,095+11,99619,70020,1644.56%+464
ASTRAZENECA PLC(AZN)02,198+2,19804330.10%+433
OCCIDENTAL PETE CORP(OXY)05,948+5,94803870.09%+387
ALLSTATE CORP(ALL)2,0943,910+1,8164368110.18%+375
UNITED STS OIL FD LP(USO)02,508+2,50803190.07%+319
VERIZON COMMUNICATIONS INC(VZ)14,67618,057+3,3815989060.20%+309
SPDR INDEX SHS FDS
ST STR ACWI ETF
142,778148,135+5,3575,1295,4201.23%+292
PALMER SQUARE CAPITAL BDC IN(PSBD)76,334122,809+46,4759311,2000.27%+269
IREN LIMITED
ORDINARY SHARES
07,795+7,79502670.06%+267
PEPSICO INC(PEP)01,714+1,71402660.06%+266
FIDELITY MERRIMACK STR TR97,527104,211+6,6844,4904,7541.07%+264
ISHARES TR01,754+1,75402500.06%+250
KROGER CO(KR)03,405+3,40502460.06%+246
DEVON ENERGY CORP NEW(DVN)04,865+4,86502450.06%+245
AB ACTIVE ETFS INC
NEW YO INTER ETF
09,631+9,63102400.05%+240
SPDR SERIES TRUST
ST STR SP600 SML
61,19664,243+3,0472,8683,1040.70%+237
TEXAS INSTRS INC(TXN)01,207+1,20702340.05%+234
CATERPILLAR INC(CAT)1,7601,742-181,0081,2340.28%+226
COLGATE PALMOLIVE CO(CL)02,574+2,57402190.05%+219
EXELON CORP(EXC)04,474+4,47402190.05%+219
ISHARES TR
MSCI USA QLT FCT
01,112+1,11202130.05%+213
CHEVRON CORPORATION(CVX)2,6242,945+3214006090.14%+209
AT&T INC(T)19,05823,492+4,4344736810.15%+208
CARRIER GLOBAL CORPORATION(CARR)03,677+3,67702070.05%+207
T-MOBILE US INC(TMUS)0972+97202040.05%+204
LEGG MASON ETF INVT602,940662,875+59,93549,64449,84811.27%+204
VANGUARD TAX-MANAGED FDS03,151+3,15102020.05%+202
BP PLC(BP)04,253+4,25302000.05%+200
CAPITAL GRP FIXED INCM ETF T
MUN HIGH ETF
07,808+7,80801980.04%+198
LOCKHEED MARTIN CORP(LMT)0327+32701980.04%+198
INGERSOLL RAND INC(IR)02,432+2,43201950.04%+195
SPDR SERIES TRUST
ST STR P500VAL
54,46858,057+3,5893,0943,2850.74%+191
SPDR SERIES TRUST
ST STR BLO 1 ETF
02,076+2,07601900.04%+190
MASTERCARD INCORPORATED(MA)0380+38001900.04%+190
BLACKSTONE INC(BX)01,603+1,60301840.04%+184
ALPS ETF TR
STRATEGIC INCOME
07,995+7,99501830.04%+183
BLACKSTONE SECD LENDING FD(BXSL)07,619+7,61901800.04%+180
CINCINNATI FINL CORP(CINF)01,133+1,13301780.04%+178
VANGUARD INDEX FDS0966+96601780.04%+178
PROCTER & GAMBLE CO(PG)01,221+1,22101760.04%+176
ISHARES BITCOIN TRUST ETF(IBIT)04,488+4,48801720.04%+172
ISHARES TR03,146+3,14601720.04%+172
BJS WHSL CLUB HLDGS INC(BJ)01,746+1,74601720.04%+172
EXXON MOBIL CORP9,7187,903-1,8151,1691,3410.30%+171
WISDOMTREE TR(WT)06,231+6,23101700.04%+170
XCEL ENERGY INC(XEL)02,102+2,10201670.04%+167
ISHARES TR02,195+2,19501630.04%+163
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
4,5006,867+2,3674185800.13%+163
SHERWIN WILLIAMS CO(SHW)0497+49701590.04%+159
SEA LTD(SE)01,917+1,91701590.04%+159
ARISTA NETWORKS INC(ANET)01,289+1,28901580.04%+158
CENTERPOINT ENERGY INC(CNP)03,622+3,62201560.04%+156
MICRON TECHNOLOGY INC(MU)0461+46101560.04%+156
NRG ENERGY INC(NRG)01,050+1,05001530.03%+153
IMMUNITYBIO INC(IBRX)14,32523,644+9,319281810.04%+153
ISHARES INC
MSCI JAPAN ETF
01,773+1,77301500.03%+150
GILEAD SCIENCES INC(GILD)01,066+1,06601490.03%+149
NUVEEN SELECT TAX-FREE INCOM(NXP)010,346+10,34601480.03%+148
NETFLIX INC.(NFLX)5,4846,881+1,3975146620.15%+147
TJX COS INC NEW(TJX)0912+91201460.03%+146
BROOKFIELD CORP(BN)03,569+3,56901440.03%+144
ISHARES GOLD TR(IAU)01,615+1,61501420.03%+142
NOVARTIS AG(NVS)4,1124,634+5225677080.16%+141
WELLTOWER INC(WELL)0704+70401390.03%+139
CONOCOPHILLIPS(COP)2,2232,624+4012083460.08%+138
JOHNSON & JOHNSON(JNJ)3,3553,398+436948310.19%+136
SPOTIFY TECHNOLOGY S A(SPOT)0280+28001360.03%+136
FEDEX CORP(FDX)2,3492,284-656798140.18%+135
SYNOPSYS INC(SNPS)0333+33301320.03%+132
VANGUARD INDEX FDS01,482+1,48201310.03%+131
VANGUARD INDEX FDS576822+2463614910.11%+130
ISHARES TR19,47820,817+1,3392,0912,2210.50%+130
CHIPOTLE MEXICAN GRILL INC(CMG)04,045+4,04501290.03%+129
INTEL CORP(INTC)17,15317,235+826337610.17%+128
WESTERN DIGITAL CORP(WDC)0469+46901270.03%+127
GLOBAL X FDS
NASDQ 100 CVRDGW
04,833+4,83301250.03%+125
VISTRA CORP(VST)0832+83201250.03%+125
VANGUARD INDEX FDS0286+28601250.03%+125
NOVO-NORDISK A S(NVO)03,397+3,39701250.03%+125
LAM RESEARCH CORP(LRCX)0583+58301250.03%+125
AON PLC(AON)0384+38401240.03%+124
HERSHEY CO(HSY)0595+59501240.03%+124
BRISTOL-MYERS SQUIBB CO(BMY)02,031+2,03101230.03%+123
FRANCO NEV CORP(FNV)0487+48701200.03%+120
MEDTRONIC PLC(MDT)01,382+1,38201200.03%+120
CVS HEALTH CORP(CVS)01,634+1,63401170.03%+117
APPLIED MATLS INC0342+34201170.03%+117
VANGUARD INDEX FDS0386+38601170.03%+117
NUVEEN TAXABLE MUNICPAL INM(NBB)07,429+7,42901160.03%+116
RBB FUND TRUST
FIRST EAGLE GBL
02,444+2,44401150.03%+115
DANAHER CORP DEL(DHR)0605+60501150.03%+115
EVERSOURCE ENERGY(ES)01,653+1,65301150.03%+115
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Opal Wealth Advisors, LLC — 13F Holdings — Q1 2026 | TickerTrail