Sign In
test

Jamie Bruno

Opal Wealth Advisors, Llc

Assets Managed
$462.998M
Holdings
224
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
4.66%(2Q avg: 10.01%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Opal Wealth Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 224 positions.

Assets under management

The assets under management (AUM) of Opal Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 462.998M in assets, with a quarterly growth rate of 4.66% and a 2-quarter average growth rate of 10.01%. The portfolio is managed by Jamie Bruno, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PVAL
Putnam Focused Lrg Cap Value
Recent Activity
Decreased -0.38%
17.2%
$79.615M
1.563M shares@ $50.96 avg price
LRGE
Clrbrdg Lrg Cap Gwth Esg Etf
Recent Activity
Increased 2.83%
12.62%
$58.385M
681,595 shares@ $85.66 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Increased 0.71%
10.47%
$48.475M
199,493 shares@ $243.0 avg price
GQGU
Gqg Us Equity Etf
Recent Activity
Increased 4.4%
8.75%
$40.51M
1.595M shares@ $25.4 avg price
ISTB
Ishares Core 1-5 Year Usd Bo
Recent Activity
Decreased -0.28%
4.33%
$20.02M
414,929 shares@ $48.26 avg price
AAPL
Apple Inc
Recent Activity
Increased 7.2%
2.92%
$13.504M
46,669 shares@ $289.37 avg price
XLI
Industrial Select Sect Spdr
Recent Activity
Increased 0.56%
2.49%
$11.512M
62,150 shares@ $185.24 avg price
JMST
Jpm Ultra-short Muni Income
Recent Activity
Increased 3.15%
2.48%
$11.467M
224,850 shares@ $51.0 avg price
NCDL
Nuveen Churchill Direct Lend
Recent Activity
Increased 1.45%
1.71%
$7.878M
634,271 shares@ $12.43 avg price
CWI
Spdr Msci Acwi Ex-us
Recent Activity
Increased 2.11%
1.33%
$6.151M
151,249 shares@ $40.68 avg price

1-10 of 224