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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 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 8,116.0 $2.9M 0.63% -223.0 -2.7% $357.35 -3.7%
22 JPIE J P MORGAN EXCHANGE TRADED F 58,411.0 $2.7M 0.58% +5K +8.6% $46.05 -0.4%
23 MUNI PIMCO ETF TR 47,529.0 $2.5M 0.54% $52.60 -1.7%
24 GVI ISHARES TR 23,104.0 $2.5M 0.53% +2K +11.0% $106.09 -0.7%
25 SCHM SCHWAB STRATEGIC TR 61,246.0 $2.3M 0.49% +978.0 +1.6% $36.87 -2.2%
26 TSLA TESLA INC Consumer Cyclical 5,360.0 $2.3M 0.49% +211.0 +4.1% $420.60 -19.9%
27 INTC INTEL CORP Technology 15,559.0 $2.2M 0.47% -2K -9.7% $139.63 -30.8%
28 EVSD MORGAN STANLEY ETF TRUST 38,822.0 $2.0M 0.43% $50.85 +0.1%
29 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 15,424.0 $1.9M 0.41% -374.0 -2.4% $123.11 +26.9%
30 CAT CATERPILLAR INC Industrials 1,681.0 $1.8M 0.39% -61.0 -3.5% $1065.14 -21.1%
31 CSCO CISCO SYS INC Technology 15,039.0 $1.8M 0.38% -3K -15.3% $117.46 -5.0%
32 UNH UNITEDHEALTH GROUP INC Healthcare 4,040.0 $1.7M 0.36% +268.0 +7.1% $415.65 -5.2%
33 PSBD PALMER SQUARE CAPITAL BDC IN Financial Services 159,240.0 $1.7M 0.36% +36K +29.7% $10.42 -1.7%
34 ABBV ABBVIE INC Healthcare 6,171.0 $1.6M 0.34% +2K +35.6% $251.65 +2.9%
35 V VISA INC Financial Services 4,402.0 $1.5M 0.33% +43.0 +1.0% $343.09 +6.2%
36 XOM EXXON MOBIL CORP Energy 10,563.0 $1.4M 0.31% +3K +33.7% $136.72 +21.1%
37 GS GOLDMAN SACHS GROUP INC Financial Services 1,410.0 $1.4M 0.31% +1K +306.3% $1011.37 +2.9%
38 SHM SPDR SERIES TRUST 29,063.0 $1.4M 0.30% $47.97 -0.6%
39 META META PLATFORMS INC Communication Services 2,474.0 $1.4M 0.30% +38.0 +1.6% $563.29 -3.5%
40 IVV ISHARES TR 1,791.0 $1.3M 0.29% +517.0 +40.6% $748.91 +2.9%
Page 2 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%