Long-term investor
Opal Wealth Advisors, LLC @opalwealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001844201).
Record
- Tracked since 2025-06-30 (449 days), 113 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +1.1% · 1 year n/a · all +1.6%
- Max drawdown n/a · win rate 35% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 746729300 · 17.2% · long · since 2025-06-30
- 524682200 · 12.6% · long · since 2025-06-30
- 922908611 · 10.5% · long · since 2025-06-30
- 00775Y256 · 8.7% · long · since 2025-12-31
- 46432F859 · 4.3% · long · since 2025-06-30
- AAPL · 2.9% · long · since 2025-06-30
- 81369Y704 · 2.5% · long · since 2025-06-30
- 46641Q654 · 2.5% · long · since 2025-06-30
- NCDL · 1.7% · long · since 2025-06-30
- 78463X848 · 1.3% · long · since 2025-06-30
- 78464A409 · 1.2% · long · since 2025-06-30
- 316188309 · 1.1% · long · since 2025-06-30