Notify me when Opal Wealth Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 206 | $383,505,550 | +$26,373,607 | -$8,811,142 | +$17,562,465 | PVAL, LRGE, VBR, ISTB, AAPL | 13F-HR | 23 Jan 2026, 17:49 |
| Q3 2025 | 195 | $359,349,344 | +$17,816,438 | -$37,453,746 | -$19,637,308 | PVAL, LRGE, VBR, ISTB, AAPL | 13F-HR | 24 Oct 2025, 13:57 |
| Q2 2025 | 567 | $360,540,778 | +$32,013,729 | -$15,216,988 | +$16,796,741 | PVAL, LRGE, VBR, ISTB, AAPL | 13F-HR | 14 Jul 2025, 17:14 |
| Q1 2025 | 531 | $324,383,366 | +$57,736,190 | -$57,712,411 | +$23,779 | PVAL, LRGE, VBR, ISTB, AAPL | 13F-HR | 16 Apr 2025, 16:57 |
| Q4 2024 | 191 | $333,163,095 | +$23,903,488 | -$8,354,435 | +$15,549,053 | PVAL, LRGE, VBR, ISTB, AAPL | 13F-HR | 28 Jan 2025, 18:34 |
| Q3 2024 | 189 | $319,259,349 | +$26,287,737 | -$32,910,459 | -$6,622,722 | PVAL, LRGE, VBR, ISTB, AAPL | 13F-HR | 15 Oct 2024, 16:05 |
| Q2 2024 | 1,240 | $311,401,919 | +$37,125,174 | -$19,419,706 | +$17,705,468 | PVAL, LRGE, VBR, ISTB, JMUB | 13F-HR | 12 Jul 2024, 16:09 |
| Q1 2024 | 349 | $294,847,820 | +$61,256,495 | -$32,820,376 | +$28,436,119 | PVAL, LRGE, VBR, ISTB, JMUB | 13F-HR | 11 Apr 2024, 17:15 |
| Q4 2023 | 170 | $253,842,785 | +$81,306,355 | -$14,925,714 | +$66,380,641 | LRGE, ISTB, VBR, JMUB, SCHM | 13F-HR | 19 Jan 2024, 21:30 |
| Q3 2023 | 142 | $170,894,801 | +$40,831,200 | -$64,833,108 | -$24,001,908 | VBR, LRGE, ISTB, SCHM, XLI | 13F-HR | 18 Oct 2023, 14:40 |
| Q2 2023 | 145 | $200,458,735 | +$24,705,959 | -$2,702,300 | +$22,003,659 | SHM, LRGE, ISTB, SCHM, XLI | 13F-HR | 27 Jul 2023, 11:06 |
| Q1 2023 | 114 | $171,261,345 | +$10,519,050 | -$28,163,368 | -$17,644,318 | SHM, LRGE, ISTB, SCHM, XLI | 13F-HR | 19 Apr 2023, 13:21 |
| Q4 2022 | 126 | $181,354,526 | +$49,198,703 | -$11,587,227 | +$37,611,476 | SHM, LRGE, ISTB, SCHM, XLI | 13F-HR | 03 Feb 2023, 15:45 |
| Q3 2022 | 101 | $137,016,000 | +$12,620,252 | -$19,594,745 | -$6,974,493 | SHM, ISTB, LRGE, SCHM, XLB | 13F-HR | 17 Oct 2022, 15:42 |
| Q2 2022 | 110 | $151,241,000 | +$68,057,422 | -$10,862,180 | +$57,195,242 | SHM, ISTB, LRGE, SCHM, XHB | 13F-HR | 10 Aug 2022, 16:47 |
| Q1 2022 | 104 | $114,889,000 | +$6,407,847 | -$38,462,552 | -$32,054,705 | LRGE, SCHM, XHB, XLB, XLI | 13F-HR | 09 May 2022, 12:31 |
| Q4 2021 | 127 | $158,077,000 | +$51,499,777 | -$5,872,079 | +$45,627,698 | LRGE, SCHM, XHB, XLB, XLI | 13F-HR | 31 Jan 2022, 12:51 |
| Q3 2021 | 82 | $104,043,000 | +$8,487,923 | -$10,536,278 | -$2,048,355 | LRGE, SCHM, XHB, XLI, XLB | 13F-HR | 05 Nov 2021, 16:08 |
| Q2 2021 | 85 | $107,460,000 | +$18,691,820 | -$9,848,171 | +$8,843,649 | LRGE, SCHM, XHB, XLI, XLB | 13F-HR | 02 Aug 2021, 10:59 |
| Q1 2021 | 82 | $92,006,000 | +$12,850,565 | -$4,131,668 | +$8,718,897 | LRGE, XHB, SCHM, GDX, AAPL | 13F-HR | 28 Apr 2021, 18:25 |
| Q4 2020 | 73 | $79,769,000 | $0 | $0 | $0 | LRGE, XHB, SCHM, GDX, AAPL | 13F-HR | 10 Feb 2021, 19:22 |