Opal Wealth Advisors, LLC
All 13F Filings
- Location
- Jericho, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 442,392
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 159.7 K | 36.1% | 0 | 128.7 K | -128.7 K |
| ETFs | 282.7 K | 63.9% | 208 K | 0 | 208 K |
| Other | 31 | 0.0% | 0 | 20.36 K | -20.36 K |
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Fund Snapshot
Q1 2026
Latest filed
4/14/2026
Total value ($000)
442,392
Holdings
606
QoQ value change ($000)
58,886
(15.4%)
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.