Opal Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Jericho, NY
Holdings as of
3/31/2026
Date filed
4/14/2026
Form type
13F-HR
Num holdings
606
Total value ($000)
$442,392
Net value change ($000)
+58,886 (15.4%)
New positions
404
Sold out positions
4
Turnover %
6.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GQGU 40,267 4771.0%
PVAL 2,630 3.7%
VBR 2,209 5.4%
EVSD 981 98.4%
NOW 713 NEW
NCDL 590 8.0%
XLI 530 5.6%
JMST 495 4.7%
ISTB 464 2.4%
AZN 433 NEW
Top Reduces (Value $000, Stocks/ETFs)
IVV -4,673 -84.9%
NYF -1,792 -84.6%
JMUB -1,656 -35.4%
VTEB -1,425 -58.4%
MSFT -1,251 -27.5%
IWF -1,021 -74.9%
AAPL -720 -6.1%
IVE -525 -43.5%
FXE -514 -85.1%
AIG -492 -69.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type