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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 4 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 881.0 $850K 0.18% -432.0 -32.9% $965.00 -6.4%
62 ESML ISHARES TR 15,072.0 $843K 0.18% -154.0 -1.0% $55.93 -0.4%
63 AXP AMERICAN EXPRESS CO Financial Services 2,449.0 $828K 0.18% $338.25 +0.1%
64 BAC BANK OF AMER CORP Financial Services 14,502.0 $826K 0.18% +1K +8.3% $56.98 +12.7%
65 HD HOME DEPOT INC Consumer Cyclical 2,324.0 $820K 0.18% +30.0 +1.3% $352.68 -4.3%
66 QQQ INVESCO QQQ TR Financial Services 1,103.0 $812K 0.17% -337.0 -23.4% $736.41 -2.6%
67 NOW SERVICENOW INC Technology 8,118.0 $806K 0.17% +1K +19.0% $99.28 +20.4%
68 RIV RIVERNORTH OPPORTUNITIES FD Financial Services 68,882.0 $803K 0.17% $11.66 -6.0%
69 VZ VERIZON COMMUNICATIONS INC Communication Services 18,815.0 $797K 0.17% +758.0 +4.2% $42.34 +14.6%
70 ASML ASML HLDG NV Technology 394.0 $784K 0.17% +16.0 +4.2% $1989.44 -9.4%
71 JAAA JANUS DETROIT STR TR 14,551.0 $735K 0.16% -318.0 -2.1% $50.49 +0.2%
72 IVE ISHARES TR 3,070.0 $697K 0.15% -161.0 -5.0% $227.06 +4.2%
73 NVS NOVARTIS AG Healthcare 4,383.0 $687K 0.15% -251.0 -5.4% $156.72 -1.4%
74 RSP INVESCO EXCHANGE TRADED FD T 3,213.0 $684K 0.15% -101.0 -3.0% $212.77 +3.3%
75 SCHW SCHWAB CHARLES CORP Financial Services 7,324.0 $676K 0.15% +3K +65.8% $92.27 +21.0%
76 C CITIGROUP INC Financial Services 4,639.0 $649K 0.14% -455.0 -8.9% $139.96 -1.7%
77 ORCL ORACLE CORP Technology 4,377.0 $641K 0.14% +1K +34.3% $146.55 -2.6%
78 BERKSHIRE HATHAWAY INC DEL 1,261.0 $631K 0.14% -315.0 -20.0% $500.39
79 FDX FEDEX CORP Industrials 2,007.0 $628K 0.14% -277.0 -12.1% $313.13 +4.9%
80 LOW LOWES COS INC Consumer Cyclical 2,801.0 $618K 0.13% $220.49 -2.2%
Page 4 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%