Holdings of Opal Wealth Advisors, LLC
533 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 61.8 % of the equity sleeve
Sector breakdown
- Technology 7.4 %
- Financials 3.5 %
- Health care 2.8 %
- Industrials 2.4 %
- Consumer discretionary 2.1 %
- Communication 2.0 %
- Consumer staples 1.3 %
- Energy 0.9 %
- Funds 0.9 %
- Utilities 0.8 %
- Materials 0.3 %
- Real estate 0.2 %
- Unattributed 75.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.3 %
- TW 0.2 %
- GB 0.2 %
- NL 0.1 %
- FR 0.1 %
- DK 0.0 %
- BR 0.0 %
- IN 0.0 %
- DE 0.0 %
- IL 0.0 %
- KY 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 515 | 379.4M $ | 99.29 % |
| 2 | TW | 1 | 893.9K $ | 0.23 % |
| 3 | GB | 9 | 624.7K $ | 0.16 % |
| 4 | NL | 1 | 499.3K $ | 0.13 % |
| 5 | FR | 1 | 222.5K $ | 0.06 % |
| 6 | DK | 1 | 124.8K $ | 0.03 % |
| 7 | BR | 1 | 86.5K $ | 0.02 % |
| 8 | IN | 1 | 85K $ | 0.02 % |
| 9 | DE | 1 | 71.7K $ | 0.02 % |
| 10 | IL | 1 | 69.1K $ | 0.02 % |
| 11 | KY | 1 | 30.5K $ | 0.01 % |