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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 3 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VTI VANGUARD INDEX FDS 3,574.0 $1.3M 0.29% +128.0 +3.7% $370.04 +2.4%
42 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,571.0 $1.2M 0.27% -74.0 -2.8% $477.57 -13.4%
43 VTEB VANGUARD MUN BD FDS 24,145.0 $1.2M 0.26% +4K +18.5% $50.58 -2.1%
44 AVGO BROADCOM INC Technology 3,134.0 $1.2M 0.26% -75.0 -2.3% $377.69 +0.6%
45 SUSB ISHARES TR 46,827.0 $1.2M 0.25% +4K +10.3% $24.99 -0.5%
46 JPM JPMORGAN CHASE & CO Financial Services 3,519.0 $1.2M 0.25% +215.0 +6.5% $327.33 +11.0%
47 IBM INTERNATIONAL BUSINESS MACHS Technology 4,071.0 $1.1M 0.25% +81.0 +2.0% $281.21 -17.3%
48 PM PHILIP MORRIS INTL INC Consumer Defensive 6,312.0 $1.1M 0.25% -254.0 -3.9% $180.92 +3.7%
49 DGRO ISHARES TR 15,041.0 $1.1M 0.25% +204.0 +1.4% $75.79 +5.1%
50 FLTR VANECK ETF TRUST 42,824.0 $1.1M 0.24% -488.0 -1.1% $25.61 -0.2%
51 VIRTUS DIVIDEND INTEREST & P 68,075.0 $1.0M 0.22% -6K -8.2% $15.19
52 VSGX VANGUARD WORLD FD 11,975.0 $986K 0.21% $82.34 -0.2%
53 EVTR MORGAN STANLEY ETF TRUST 19,327.0 $980K 0.21% $50.71 -1.2%
54 AVUV AMERICAN CENTY ETF TR 7,575.0 $945K 0.20% -869.0 -10.3% $124.76 +1.6%
55 KO COCA COLA CO Consumer Defensive 11,621.0 $944K 0.20% +496.0 +4.5% $81.27 +9.3%
56 LLY ELI LILLY & CO Healthcare 786.0 $943K 0.20% +7.0 +0.9% $1199.43 +2.2%
57 IVW ISHARES TR 6,629.0 $912K 0.20% -258.0 -3.8% $137.53 +1.6%
58 ALL ALLSTATE CORP Financial Services 3,823.0 $910K 0.20% -87.0 -2.2% $237.94 +9.8%
59 GOOG ALPHABET INC Communication Services 2,460.0 $869K 0.19% +211.0 +9.4% $353.33 -3.4%
60 XHB SPDR SERIES TRUST 7,491.0 $866K 0.19% $115.56 -8.3%
Page 3 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%