Opal Wealth Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the firm’s contact information, including its address at 2 Jericho Plaza Suite 208 in Jericho, New York, and identifies Jamie Bruno as the Chief Compliance Officer.
The report details a portfolio consisting of 225 individual securities. The holdings include a mix of large-cap technology companies, such as Apple Inc., Microsoft Corporation, and NVIDIA Corporation, alongside major industrial and consumer staples firms like Berkshire Hathaway Inc., Chevron Corporation, and Coca-Cola Co.
A significant portion of the portfolio is allocated to exchange-traded funds (ETFs) and mutual funds, including the Invesco QQQ Trust, the iShares Core S&P 500 ETF, and various funds managed by Invesco and J.P. Morgan. The filing also lists several specialized ETFs, such as the Grayscale Bitcoin Trust ETF and the VanEck Morningstar Wide Moat ETF.
The report includes specific share counts for individual positions, with Apple Inc. holding the largest number of shares at 52,045, followed by Microsoft Corporation with 10,912 shares. Other notable positions include NVIDIA Corporation with 25,825 shares and Tesla Inc. with 5,291 shares.
