Instuitional Investor - Opal Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Opal Wealth Advisors, Llc |
| Portfolio Value | $442,392,185 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Putnam Etf Trust | 1,568,637 | $72,784,761 | 16.45% | |
| 2. | Legg Mason Etf Invt | 662,875 | $49,848,236 | 11.27% | |
| 3. | Vanguard Index Fds - SM CP VAL ETF | 198,088 | $43,034,683 | 9.73% | |
| 4. | Advisors Inner Circle Fd Iii | 1,527,718 | $41,110,887 | 9.29% | |
| 5. | VLUE | 416,095 | $20,163,942 | 4.56% |