Opal Wealth Advisors, LLC
All 13F Filings
- Location
- Jericho, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 462,998
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 224 | 462,998 | 13F-HR | Opal Wealth Advisors, LLC |
| Q1 2026 | 4/14/2026 | 606 | 442,392 | 13F-HR | Opal Wealth Advisors, LLC |
| Q4 2025 | 1/26/2026 | 206 | 383,506 | 13F-HR | Opal Wealth Advisors, LLC |
| Q3 2025 | 10/24/2025 | 195 | 359,349 | 13F-HR | Opal Wealth Advisors, LLC |
| Q2 2025 | 7/14/2025 | 567 | 360,541 | 13F-HR | Opal Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 113 K | 24.4% | 0 | 46.7 K | -46.7 K |
| ETFs | 350 K | 75.6% | 67.32 K | 0 | 67.32 K |
| Other | 0 | 0.0% | 0 | 31 | -31 |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
462,998
Holdings
224
QoQ value change ($000)
20,606
(4.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.