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Jamie Bruno

Opal Wealth Advisors, Llc

Assets Managed
$442.392M
Holdings
606
Last Quarter
2026 - Q1
Filed Date
1mo 12d ago
Growth Rate
15.36%(2Q avg: 11.04%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Opal Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 606 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 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 442.392M in assets, with a quarterly growth rate of 15.36% and a 2-quarter average growth rate of 11.04%. The portfolio is managed by Jamie Bruno, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PVAL
Putnam Focused Lrg Cap Value
Recent Activity
Increased 1.9%
16.46%
$72.785M
1.569M shares@ $46.41 avg price
LRGE
Clrbrdg Lrg Cap Gwth Esg Etf
Recent Activity
Increased 9.95%
11.27%
$49.848M
662,875 shares@ $75.21 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Increased 2.76%
9.73%
$43.035M
198,088 shares@ $217.26 avg price
GQGU
Gqg Us Equity Etf
Recent Activity
Increased 4341.3%
9.3%
$41.111M
1.528M shares@ $26.91 avg price
ISTB
Ishares Core 1-5 Year Usd Bo
Recent Activity
Increased 2.97%
4.56%
$20.164M
416,095 shares@ $48.46 avg price
JMST
Jpm Ultra-short Muni Income
Recent Activity
Increased 4.59%
2.52%
$11.113M
217,995 shares@ $50.99 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.58%
2.5%
$11.049M
43,536 shares@ $253.8 avg price
XLI
Industrial Select Sect Spdr
Recent Activity
Increased 1.29%
2.26%
$9.997M
61,810 shares@ $161.74 avg price
NCDL
Nuveen Churchill Direct Lend
Recent Activity
Increased 13.27%
1.8%
$7.953M
625,215 shares@ $12.72 avg price
CWI
Spdr Msci Acwi Ex-us
Recent Activity
Increased 3.76%
1.23%
$5.42M
148,135 shares@ $36.59 avg price

1-10 of 606