BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NOC NORTHROP GRUMMAN CORP Industrials 574.0 $292K 0.06% -20.0 -3.4% $509.31 +15.7%
62 GDX VANECK ETF TRUST 3,873.0 $292K 0.06% -54.0 -1.4% $75.46 +17.9%
63 CTVA CORTEVA INC Basic Materials 3,392.0 $287K 0.06% -143.0 -4.0% $84.69 -8.0%
64 PHM PULTE GROUP INC Consumer Cyclical 2,087.0 $286K 0.06% -27.0 -1.3% $137.21 -8.1%
65 GWW WW GRAINGER INC Industrials 207.0 $282K 0.06% -3.0 -1.4% $1360.40 -3.4%
66 APOS APOLLO GLOBAL MGMT INC Financial Services 2,373.0 $281K 0.06% -15.0 -0.6% $118.31 -78.5%
67 JCPB J P MORGAN EXCHANGE TRADED F 5,647.0 $265K 0.06% -825.0 -12.8% $46.94 -1.7%
68 CARR CARRIER GLOBAL CORPORATION Industrials 3,457.0 $254K 0.06% -220.0 -6.0% $73.35 -16.3%
69 CGMS CAPITAL GRP FIXED INCM ETF T 8,707.0 $238K 0.05% -1K -13.8% $27.33 -0.7%
70 IEMG ISHARES INC 2,854.0 $236K 0.05% -785.0 -21.6% $82.83 -3.9%
71 LHX L3HARRIS TECHNOLOGIES INC Industrials 788.0 $229K 0.05% -33.0 -4.0% $290.59 -3.8%
72 ABT ABBOTT LABORATORIES Healthcare 2,481.0 $225K 0.05% -60.0 -2.4% $90.74 +24.2%
73 REGN REGENERON PHARMACEUTICALS Healthcare 340.0 $212K 0.05% -14.0 -4.0% $623.76 +29.9%
74 ABNB AIRBNB INC Consumer Cyclical 1,452.0 $208K 0.04% -205.0 -12.4% $143.10 +28.1%
75 EXC EXELON CORP Utilities 4,322.0 $201K 0.04% -152.0 -3.4% $46.62 -2.8%
76 LYG LLOYDS BANKING GROUP PLC Financial Services 14,139.0 $82K 0.02% -413.0 -2.8% $5.83 +3.9%
Page 4 of 4  ·  76 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%