StockDriftsStockDriftsTop 50 Opal Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PVAL | PUTNAM ETF TRUST | 16.45% | 1.57M | $72.8M | +1.89%(+29.15K) | $35.26(+40.20%) | 2026-03-31 | |
| LRGE | LEGG MASON ETF INVT | 11.27% | 662.9K | $49.8M | +9.94%(+59.94K) | $57.95(+42.03%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 9.73% | 198.1K | $43.0M | +2.76%(+5.32K) | $178.23(+30.24%) | 2026-03-31 | |
| GQGU | ADVISORS INNER CIRCLE FD III | 9.29% | 1.53M | $41.1M | +4341.30%(+1.49M) | $25.71(+3.38%) | 2026-03-31 | |
| ISTB | ISHARES TR | 4.56% | 416.1K | $20.2M | +2.97%(+12.00K) | $47.95(+0.64%) | 2026-03-31 | |
| JMST | J P MORGAN EXCHANGE TRADED F | 2.51% | 218.0K | $11.1M | +4.58%(+9.55K) | $50.69(+0.35%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.5% | 43.5K | $11.0M | +0.57%(+247) | $188.19(+51.01%) | 2026-03-31 | |
| XLI | SELECT SECTOR SPDR TR | 2.26% | 61.8K | $10.0M | +1.28%(+782) | $106.46(+61.95%) | 2026-03-31 | |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | 1.8% | 625.2K | $8.0M | +13.27%(+73.24K) | $16.41(-11.07%) | 2026-03-31 | |
| CWI | SPDR INDEX SHS FDS | 1.23% | 148.1K | $5.4M | +3.75%(+5.36K) | $28.12(+39.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.41% | +30.98% |
| Top 20 Holdings Unweighted | +7.80% | +25.26% |
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