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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 10 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MTUM ISHARES TR 741.0 $254K 0.06% +341.0 +85.2% $342.83 -9.0%
182 CARR CARRIER GLOBAL CORPORATION Industrials 3,457.0 $254K 0.06% -220.0 -6.0% $73.35 -16.3%
183 LRCX LAM RESEARCH CORP Technology 585.0 $253K 0.06% $433.33 -24.3%
184 VEA VANGUARD TAX-MANAGED FDS 3,550.0 $253K 0.06% +399.0 +12.7% $71.25 +1.6%
185 IMCG ISHARES TR 2,572.0 $253K 0.06% $98.30 +0.1%
186 DOV DOVER CORP Industrials 1,110.0 $249K 0.05% $224.28 -9.5%
187 MUB ISHARES TR 2,312.0 $249K 0.05% +395.0 +20.6% $107.62 -2.1%
188 BX BLACKSTONE INC Financial Services 2,098.0 $247K 0.05% +495.0 +30.9% $117.65 +19.5%
189 SPGP INVESCO EXCHANGE TRADED FD T 2,018.0 $247K 0.05% +28.0 +1.4% $122.29 +4.0%
190 GLD SPDR GOLD TR Financial Services 667.0 $246K 0.05% +5.0 +0.8% $368.38 +8.2%
191 PFE PFIZER INC Healthcare 10,181.0 $245K 0.05% +224.0 +2.2% $24.08 +13.2%
192 AB ACTIVE ETFS INC 9,699.0 $244K 0.05% +68.0 +0.7% $25.13
193 CGMS CAPITAL GRP FIXED INCM ETF T 8,707.0 $238K 0.05% -1K -13.8% $27.33 -0.7%
194 EFG ISHARES TR 1,912.0 $238K 0.05% +63.0 +3.4% $124.44 +0.3%
195 DYNF BLACKROCK ETF TRUST 3,486.0 $237K 0.05% +426.0 +13.9% $68.01 +2.4%
196 CL COLGATE PALMOLIVE CO Consumer Defensive 2,586.0 $237K 0.05% $91.67 -0.2%
197 IEMG ISHARES INC 2,854.0 $236K 0.05% -785.0 -21.6% $82.83 -3.9%
198 ICOW PACER FDS TR 5,637.0 $235K 0.05% $41.63 +7.3%
199 IMMUNITYBIO INC 26,574.0 $233K 0.05% +3K +12.4% $8.76
200 VUG VANGUARD INDEX FDS 2,699.0 $233K 0.05% +2K +843.7% $86.15 +2.0%
Page 10 of 12  ·  224 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%