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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 5 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GEV GE VERNOVA INC Utilities 273.0 $320K 0.07% +9.0 +3.4% $1173.75 -14.4%
82 PEP PEPSICO INC Consumer Defensive 2,336.0 $316K 0.07% +622.0 +36.3% $135.39 +3.5%
83 ISRG INTUITIVE SURGICAL INC Healthcare 778.0 $309K 0.07% +187.0 +31.6% $397.68 -1.6%
84 ITOT ISHARES TR 1,767.0 $290K 0.06% +13.0 +0.7% $164.27 +2.5%
85 IEFA ISHARES TR 2,971.0 $287K 0.06% +203.0 +7.3% $96.57 +3.4%
86 NRG NRG ENERGY INC Utilities 1,915.0 $280K 0.06% +865.0 +82.4% $146.06 -20.9%
87 AMAT APPLIED MATLS INC Technology 383.0 $277K 0.06% +41.0 +12.0% $722.50 -28.8%
88 VOE VANGUARD INDEX FDS 1,375.0 $272K 0.06% +409.0 +42.3% $197.60 +5.7%
89 VYM VANGUARD WHITEHALL FDS 1,708.0 $270K 0.06% +323.0 +23.3% $158.03 +4.8%
90 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,992.0 $262K 0.06% +382.0 +23.7% $131.58 +3.6%
91 MTUM ISHARES TR 741.0 $254K 0.06% +341.0 +85.2% $342.83 -9.0%
92 VEA VANGUARD TAX-MANAGED FDS 3,550.0 $253K 0.06% +399.0 +12.7% $71.25 +1.6%
93 MUB ISHARES TR 2,312.0 $249K 0.05% +395.0 +20.6% $107.62 -2.1%
94 BX BLACKSTONE INC Financial Services 2,098.0 $247K 0.05% +495.0 +30.9% $117.65 +19.5%
95 SPGP INVESCO EXCHANGE TRADED FD T 2,018.0 $247K 0.05% +28.0 +1.4% $122.29 +4.0%
96 GLD SPDR GOLD TR Financial Services 667.0 $246K 0.05% +5.0 +0.8% $368.38 +8.2%
97 PFE PFIZER INC Healthcare 10,181.0 $245K 0.05% +224.0 +2.2% $24.08 +13.2%
98 AB ACTIVE ETFS INC 9,699.0 $244K 0.05% +68.0 +0.7% $25.13
99 EFG ISHARES TR 1,912.0 $238K 0.05% +63.0 +3.4% $124.44 +0.3%
100 DYNF BLACKROCK ETF TRUST 3,486.0 $237K 0.05% +426.0 +13.9% $68.01 +2.4%
Page 5 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%