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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 4 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IREN IREN LIMITED Financial Services 9,943.0 $455K 0.10% +2K +27.6% $45.73 -8.2%
62 DSM BNY MELLON STRATEGIC MUN BD Financial Services 71,035.0 $437K 0.09% +2K +2.3% $6.15 -5.2%
63 IUSB ISHARES TR 9,339.0 $431K 0.09% +3K +39.9% $46.15 -1.6%
64 AZN ASTRAZENECA PLC Healthcare 2,227.0 $422K 0.09% +29.0 +1.3% $189.62 -15.6%
65 IWF ISHARES TR 3,351.0 $416K 0.09% +3K +316.8% $124.17 -0.9%
66 WMT WALMART INC Consumer Defensive 3,631.0 $411K 0.09% +215.0 +6.3% $113.26 +1.7%
67 UTES ETFIS SER TR I 4,932.0 $403K 0.09% +454.0 +10.1% $81.74 -7.1%
68 IJR ISHARES TR 2,718.0 $403K 0.09% +70.0 +2.6% $148.32 -0.4%
69 CIBR FIRST TR EXCHANGE-TRADED FD 4,386.0 $394K 0.09% +929.0 +26.9% $89.85 +8.4%
70 MRK MERCK & CO INC Healthcare 2,998.0 $385K 0.08% +15.0 +0.5% $128.52 +5.2%
71 TXN TEXAS INSTRS INC Technology 1,287.0 $384K 0.08% +80.0 +6.6% $298.01 -8.6%
72 CAH CARDINAL HEALTH INC Healthcare 1,613.0 $383K 0.08% +47.0 +3.0% $237.56 -1.1%
73 VTV VANGUARD INDEX FDS 1,749.0 $381K 0.08% +181.0 +11.5% $217.93 +3.8%
74 HTAB HARTFORD FDS EXCHANGE TRADED 18,555.0 $356K 0.08% +633.0 +3.5% $19.18 -1.7%
75 CVS CVS HEALTH CORP Healthcare 3,379.0 $350K 0.08% +2K +106.8% $103.46 -8.3%
76 VO VANGUARD INDEX FDS 4,193.0 $338K 0.07% +3K +348.0% $80.57 +3.2%
77 AMD ADVANCED MICRO DEVICES INC Technology 577.0 $335K 0.07% +463.0 +406.1% $580.91 -16.6%
78 ANET ARISTA NETWORKS INC Technology 1,971.0 $335K 0.07% +682.0 +52.9% $169.88 +13.7%
79 EMBX VANECK FDS 6,453.0 $331K 0.07% +87.0 +1.4% $51.31 -0.4%
80 WCMI FIRST TR EXCHANGE-TRADED FD 16,680.0 $326K 0.07% +2K +10.7% $19.57 +0.6%
Page 4 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%