Opal Wealth Advisors, LLC
Opal Wealth Advisors, LLC reported 224 positions worth $463.0M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: PVAL (17.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | PVAL | SH | $79.6M | 17.20% | 1,562,614 | — | — | |
| ▸ 2 | LRGE | SH | $58.4M | 12.61% | 681,595 | — | — | |
| ▸ 3 | VBR | SH | $48.5M | 10.47% | 199,493 | — | — | |
| ▸ 4 | GQGU | SH | $40.5M | 8.75% | 1,594,863 | — | — | |
| ▸ 5 | ISTB | SH | $20.0M | 4.32% | 414,929 | — | — | |
| ▸ 6 | AAPL | SH | $13.5M | 2.92% | 46,669 | — | — | |
| ▸ 7 | XLI | SH | $11.5M | 2.49% | 62,150 | — | — | |
| ▸ 8 | JMST | SH | $11.5M | 2.48% | 224,850 | — | — | |
| ▸ 9 | NCDL | SH | $7.9M | 1.70% | 634,271 | — | — | |
| ▸ 10 | CWI | SH | $6.2M | 1.33% | 151,249 | — | — |
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Frequently Asked Questions
What stocks does Opal Wealth Advisors, LLC hold as of Q2 2026?
Opal Wealth Advisors, LLC reported 224 positions worth $463.0M in its Q2 2026 13F filing. Largest positions: PVAL (17.2%), LRGE (12.6%), VBR (10.5%), GQGU (8.7%) and ISTB (4.3%).
What did Opal Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Opal Wealth Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.