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Portfolio (Quarterly) Guide ↗

Opal Wealth Advisors, LLC

· CIK 0001844201
13F Portfolio $463M AUM 224 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 110 Added 76 Reduced 390 Exited
Page 2 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHM SCHWAB STRATEGIC TR 61,246.0 $2.3M 0.49% +978.0 +1.6% $36.87 -2.2%
22 TSLA TESLA INC Consumer Cyclical 5,360.0 $2.3M 0.49% +211.0 +4.1% $420.60 -19.9%
23 UNH UNITEDHEALTH GROUP INC Healthcare 4,040.0 $1.7M 0.36% +268.0 +7.1% $415.65 -5.2%
24 PSBD PALMER SQUARE CAPITAL BDC IN Financial Services 159,240.0 $1.7M 0.36% +36K +29.7% $10.42 -1.7%
25 ABBV ABBVIE INC Healthcare 6,171.0 $1.6M 0.34% +2K +35.6% $251.65 +2.9%
26 V VISA INC Financial Services 4,402.0 $1.5M 0.33% +43.0 +1.0% $343.09 +6.2%
27 XOM EXXON MOBIL CORP Energy 10,563.0 $1.4M 0.31% +3K +33.7% $136.72 +21.1%
28 GS GOLDMAN SACHS GROUP INC Financial Services 1,410.0 $1.4M 0.31% +1K +306.3% $1011.37 +2.9%
29 META META PLATFORMS INC Communication Services 2,474.0 $1.4M 0.30% +38.0 +1.6% $563.29 -3.5%
30 IVV ISHARES TR 1,791.0 $1.3M 0.29% +517.0 +40.6% $748.91 +2.9%
31 VTI VANGUARD INDEX FDS 3,574.0 $1.3M 0.29% +128.0 +3.7% $370.04 +2.4%
32 VTEB VANGUARD MUN BD FDS 24,145.0 $1.2M 0.26% +4K +18.5% $50.58 -2.1%
33 SUSB ISHARES TR 46,827.0 $1.2M 0.25% +4K +10.3% $24.99 -0.5%
34 JPM JPMORGAN CHASE & CO Financial Services 3,519.0 $1.2M 0.25% +215.0 +6.5% $327.33 +11.0%
35 IBM INTERNATIONAL BUSINESS MACHS Technology 4,071.0 $1.1M 0.25% +81.0 +2.0% $281.21 -17.3%
36 DGRO ISHARES TR 15,041.0 $1.1M 0.25% +204.0 +1.4% $75.79 +5.1%
37 KO COCA COLA CO Consumer Defensive 11,621.0 $944K 0.20% +496.0 +4.5% $81.27 +9.3%
38 LLY ELI LILLY & CO Healthcare 786.0 $943K 0.20% +7.0 +0.9% $1199.43 +2.3%
39 GOOG ALPHABET INC Communication Services 2,460.0 $869K 0.19% +211.0 +9.4% $353.33 -3.4%
40 BAC BANK OF AMER CORP Financial Services 14,502.0 $826K 0.18% +1K +8.3% $56.98 +12.7%
Page 2 of 6  ·  110 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.8%
Financial Services 26.7%
Healthcare 10.2%
Consumer Cyclical 7.9%
Industrials 6.8%
Communication Services 6.7%
Consumer Defensive 3.8%
Energy 2.4%
Utilities 2.2%
Basic Materials 0.9%