Opal Wealth Advisors, LLC

13F filer · CIK 0001844201

Reported Jul 20, 2026

Net seller this quarter

13F portfolio value$463MU.S. long equity reported on 13F

Positions1425 new · 303 closed

Net flow last quarter-$18.2MBuys minus sells

Top 10 positions weight10.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 20, 2026142 positions
AAPLApple Inc.	$13.5M	2.92%	0.00%	+7.2%	Q4 2020
NCDLNuveen Churchill Direct Lending Corp.	$7.88M	1.70%	1.28%	+1.5%	Q2 2024
NVDANvidia Corp	$4.81M	1.04%	0.00%	+8.0%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$4.5M	0.97%	Not reported	+12.0%	Q4 2020
AMZNAmazon Com Inc	$3.78M	0.82%	0.00%	+4.8%	Q4 2020
MSFTMicrosoft Corp	$3.34M	0.72%	0.00%	+0.6%	Q4 2020
GOOGLAlphabet Inc.	$2.9M	0.63%	0.00%	-2.7%	Q1 2021
TSLATesla, Inc.	$2.25M	0.49%	0.00%	+4.1%	Q4 2020
INTCIntel Corp	$2.17M	0.47%	0.00%	-9.7%	Q4 2021
ICEIntercontinental Exchange, Inc.	$1.9M	0.41%	0.00%	-2.4%	Q2 2024
CATCaterpillar Inc	$1.79M	0.39%	0.00%	-3.5%	Q2 2023
CSCOCisco Systems, Inc.	$1.77M	0.38%	0.00%	-15.3%	Q1 2021
UNHUnitedhealth Group Inc	$1.68M	0.36%	0.00%	+7.1%	Q4 2020
PSBDPalmer Square Capital BDC Inc.	$1.66M	0.36%	0.52%	+29.7%	Q4 2025
ABBVAbbVie Inc.	$1.55M	0.34%	0.00%	+35.6%	Q4 2020
VVisa Inc.	$1.51M	0.33%	0.00%	+1.0%	Q4 2020
XOMExxonMobil Holdings Corp	$1.44M	0.31%	0.00%	+33.7%	Q4 2020
GSGoldman Sachs Group Inc	$1.43M	0.31%	0.00%	+306.3%	Q2 2024
METAMeta Platforms, Inc.	$1.39M	0.30%	Not reported	+1.6%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.23M	0.27%	0.00%	-2.8%	Q4 2020
AVGOBroadcom Inc.	$1.18M	0.26%	0.00%	-2.3%	Q4 2021
JPMJPMorgan Chase & Co	$1.15M	0.25%	0.00%	+6.5%	Q4 2020
IBMInternational Business Machines Corp	$1.14M	0.25%	0.00%	+2.0%	Q2 2023
PMPhilip Morris International Inc.	$1.14M	0.25%	0.00%	-3.9%	Q2 2022
NFJVirtus Dividend, Interest & Premium Strategy Fund	$1.03M	0.22%	Not reported	-8.2%	Q1 2021
KOCoca Cola Co	$944K	0.20%	0.00%	+4.5%	Q3 2022
LLYELI LILLY & Co	$943K	0.20%	0.00%	+0.9%	Q1 2023
ALLAllstate Corp	$910K	0.20%	0.00%	-2.2%	Q2 2024
GOOGAlphabet Inc.	$869K	0.19%	Not reported	+9.4%	Q4 2020
STXSeagate Technology Holdings plc	$850K	0.18%	0.00%	-32.9%	Q2 2024
AXPAmerican Express Co	$828K	0.18%	0.00%	+0.1%	Q2 2023
BACBank of America Corp	$826K	0.18%	0.00%	+8.4%	Q4 2020
HDHome Depot, Inc.	$820K	0.18%	0.00%	+1.3%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$812K	0.18%	Not reported	-23.4%	Q4 2021
NOWServiceNow, Inc.	$806K	0.17%	0.00%	+19.0%	Q2 2023
RIVRivernorth Opportunities Fund, Inc.	$803K	0.17%	Not reported	+0.4%	Q2 2025
VZVerizon Communications Inc	$797K	0.17%	0.00%	+4.2%	Q4 2020
ASMLAsml Holding NV	$784K	0.17%	0.00%	+4.2%	Q4 2020
NVSNovartis AG	$687K	0.15%	0.00%	-5.4%	Q4 2021
SCHWSchwab Charles Corp	$676K	0.15%	0.00%	+65.8%	Q2 2024
CCitigroup Inc	$649K	0.14%	0.00%	-8.9%	Q2 2024
ORCLOracle Corp	$641K	0.14%	0.00%	+34.3%	Q4 2021
BRK.BBerkshire Hathaway Inc	$631K	0.14%	Not reported	-20.0%	Q4 2021
FDXFedex Corp	$628K	0.14%	0.00%	-12.1%	Q2 2023
LOWLowes Companies Inc	$618K	0.13%	0.00%	-0.2%	Q2 2023
RTXRTX Corp	$609K	0.13%	0.00%	-1.9%	Q2 2021
DISWalt Disney Co	$585K	0.13%	0.00%	-1.7%	Q4 2020
NEENextera Energy Inc	$581K	0.13%	0.00%	-11.4%	Q2 2024
SYKStryker Corp	$575K	0.12%	0.00%	+0.6%	Q2 2023
UNPUnion Pacific Corp	$569K	0.12%	0.00%	+6.9%	Q2 2023

Q1 2026Reported Apr 14, 2026438 positions
AAPLApple Inc.	$11M	2.50%	0.00%	+0.6%	Q4 2020
NCDLNuveen Churchill Direct Lending Corp.	$7.95M	1.80%	1.27%	+13.3%	Q2 2024
NVDANvidia Corp	$3.88M	0.88%	0.00%	+0.8%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$3.5M	0.79%	Not reported	-6.6%	Q4 2020
MSFTMicrosoft Corp	$3.29M	0.74%	0.00%	-5.3%	Q4 2020
AMZNAmazon Com Inc	$3.15M	0.71%	0.00%	+1.5%	Q4 2020
ICEIntercontinental Exchange, Inc.	$2.48M	0.56%	0.00%	0.0%	Q2 2024
GOOGLAlphabet Inc.	$2.4M	0.54%	0.00%	-3.7%	Q1 2021
TSLATesla, Inc.	$1.91M	0.43%	0.00%	-2.1%	Q4 2020
METAMeta Platforms, Inc.	$1.39M	0.32%	Not reported	+3.2%	Q4 2020
CSCOCisco Systems, Inc.	$1.38M	0.31%	0.00%	+3.3%	Q1 2021
XOMExxonMobil Holdings Corp	$1.34M	0.30%	0.00%	-18.7%	Q4 2020
VVisa Inc.	$1.32M	0.30%	0.00%	+3.2%	Q4 2020
CATCaterpillar Inc	$1.23M	0.28%	0.00%	-1.0%	Q2 2023
PSBDPalmer Square Capital BDC Inc.	$1.2M	0.27%	0.39%	+60.9%	Q4 2025
PMPhilip Morris International Inc.	$1.09M	0.25%	0.00%	-5.0%	Q2 2022
UNHUnitedhealth Group Inc	$1.02M	0.23%	0.00%	+2.8%	Q4 2020
AVGOBroadcom Inc.	$993K	0.22%	0.00%	+5.0%	Q4 2021
ABBVAbbVie Inc.	$990K	0.22%	0.00%	-1.8%	Q4 2020
JPMJPMorgan Chase & Co	$972K	0.22%	0.00%	-1.8%	Q4 2020
IBMInternational Business Machines Corp	$967K	0.22%	0.00%	-1.4%	Q2 2023
NFJVirtus Dividend, Interest & Premium Strategy Fund	$935K	0.21%	Not reported	-0.5%	Q1 2021
VZVerizon Communications Inc	$906K	0.20%	0.00%	+23.0%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$894K	0.20%	0.00%	-0.2%	Q4 2020
KOCoca Cola Co	$846K	0.19%	0.00%	+5.2%	Q3 2022
QQQInvesco QQQ Trust, Series 1	$831K	0.19%	Not reported	+1.3%	Q4 2021
JNJJohnson & Johnson	$831K	0.19%	0.00%	+1.3%	Q4 2020
FDXFedex Corp	$814K	0.18%	0.00%	-2.8%	Q2 2023
ALLAllstate Corp	$811K	0.18%	0.00%	+86.7%	Q2 2024
RIVRivernorth Opportunities Fund, Inc.	$761K	0.17%	Not reported	-1.8%	Q2 2025
INTCIntel Corp	$761K	0.17%	0.00%	+0.5%	Q4 2021
BRK.BBerkshire Hathaway Inc	$755K	0.17%	Not reported	-11.0%	Q4 2021
HDHome Depot, Inc.	$754K	0.17%	0.00%	+1.4%	Q4 2020
AXPAmerican Express Co	$740K	0.17%	0.00%	+0.3%	Q2 2023
LLYELI LILLY & Co	$717K	0.16%	0.00%	+0.7%	Q1 2023
NOWServiceNow, Inc.	$713K	0.16%	0.00%	Not reported	Q2 2023
NVSNovartis AG	$708K	0.16%	0.00%	+12.7%	Q4 2021
NEENextera Energy Inc	$694K	0.16%	0.00%	-5.8%	Q2 2024
MCKMckesson Corp	$691K	0.16%	0.00%	-5.8%	Q4 2021
TAt&T Inc.	$681K	0.15%	0.00%	+23.3%	Q1 2021
LOWLowes Companies Inc	$663K	0.15%	0.00%	-0.3%	Q2 2023
NFLXNetflix Inc	$662K	0.15%	0.00%	+25.5%	Q4 2021
BACBank of America Corp	$652K	0.15%	0.00%	-0.3%	Q4 2020
GOOGAlphabet Inc.	$645K	0.15%	Not reported	-8.4%	Q4 2020
SPGIS&P Global Inc.	$641K	0.14%	0.00%	-4.0%	Q1 2023
RTXRTX Corp	$631K	0.14%	0.00%	+2.9%	Q2 2021
CVXChevron Corp	$609K	0.14%	0.00%	+12.2%	Q1 2021
SYKStryker Corp	$597K	0.13%	0.00%	-0.1%	Q2 2023
DISWalt Disney Co	$596K	0.13%	0.00%	-3.2%	Q4 2020
CCitigroup Inc	$578K	0.13%	0.00%	-2.5%	Q2 2024

Q4 2025Reported Jan 26, 2026132 positions
AAPLApple Inc.	$11.8M	3.07%	0.00%	-4.6%	Q4 2020
NCDLNuveen Churchill Direct Lending Corp.	$7.36M	1.92%	1.12%	+5.0%	Q2 2024
MSFTMicrosoft Corp	$4.54M	1.18%	0.00%	-3.6%	Q4 2020
NVDANvidia Corp	$4.12M	1.07%	0.00%	+0.5%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$3.93M	1.02%	Not reported	-2.7%	Q4 2020
AMZNAmazon Com Inc	$3.44M	0.90%	0.00%	+16.3%	Q4 2020
GOOGLAlphabet Inc.	$2.71M	0.71%	0.00%	-6.2%	Q1 2021
ICEIntercontinental Exchange, Inc.	$2.56M	0.67%	0.00%	-1.9%	Q2 2024
TSLATesla, Inc.	$2.37M	0.62%	0.00%	-5.5%	Q4 2020
METAMeta Platforms, Inc.	$1.56M	0.41%	Not reported	-7.9%	Q4 2020
VVisa Inc.	$1.48M	0.39%	0.00%	-13.6%	Q4 2020
CSCOCisco Systems, Inc.	$1.32M	0.35%	0.00%	+5.6%	Q1 2021
UNHUnitedhealth Group Inc	$1.21M	0.32%	0.00%	-4.8%	Q4 2020
IBMInternational Business Machines Corp	$1.2M	0.31%	0.00%	-0.4%	Q2 2023
XOMExxonMobil Holdings Corp	$1.17M	0.30%	0.00%	+1.2%	Q4 2020
PMPhilip Morris International Inc.	$1.11M	0.29%	0.00%	-13.3%	Q2 2022
JPMJPMorgan Chase & Co	$1.08M	0.28%	0.00%	-10.0%	Q4 2020
ABBVAbbVie Inc.	$1.06M	0.28%	0.00%	+0.6%	Q4 2020
AVGOBroadcom Inc.	$1.06M	0.28%	0.00%	+5.5%	Q4 2021
CATCaterpillar Inc	$1.01M	0.26%	0.00%	+0.3%	Q2 2023
NFJVirtus Dividend, Interest & Premium Strategy Fund	$961K	0.25%	Not reported	-1.0%	Q1 2021
PSBDPalmer Square Capital BDC Inc.	$931K	0.24%	0.24%	New	Q4 2025
AXPAmerican Express Co	$902K	0.24%	0.00%	-0.3%	Q2 2023
BRK.BBerkshire Hathaway Inc	$890K	0.23%	Not reported	+40.7%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$874K	0.23%	Not reported	+5.9%	Q4 2021
LLYELI LILLY & Co	$832K	0.22%	0.00%	-0.6%	Q1 2023
RIVRivernorth Opportunities Fund, Inc.	$820K	0.21%	Not reported	+67.1%	Q2 2025
SPGIS&P Global Inc.	$820K	0.21%	0.00%	+0.9%	Q1 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$805K	0.21%	0.00%	+7.7%	Q4 2020
HDHome Depot, Inc.	$778K	0.20%	0.00%	-0.2%	Q4 2020
GOOGAlphabet Inc.	$770K	0.20%	Not reported	+5.9%	Q4 2020
KOCoca Cola Co	$739K	0.19%	0.00%	-9.2%	Q3 2022
BACBank of America Corp	$739K	0.19%	0.00%	-5.2%	Q4 2020
DISWalt Disney Co	$727K	0.19%	0.00%	-0.9%	Q4 2020
AIGAmerican International Group, Inc.	$706K	0.18%	0.00%	+0.4%	Q2 2024
MCKMckesson Corp	$696K	0.18%	0.00%	-11.3%	Q4 2021
JNJJohnson & Johnson	$694K	0.18%	0.00%	+7.8%	Q4 2020
LOWLowes Companies Inc	$679K	0.18%	0.00%	Not reported	Q2 2023
FDXFedex Corp	$679K	0.18%	0.00%	-0.8%	Q2 2023
WMTWalmart Inc.	$676K	0.18%	0.00%	-3.3%	Q2 2022
SYKStryker Corp	$639K	0.17%	0.00%	-0.2%	Q2 2023
NEENextera Energy Inc	$637K	0.17%	0.00%	+1.4%	Q2 2024
INTCIntel Corp	$633K	0.17%	0.00%	-2.3%	Q4 2021
TMOThermo Fisher Scientific Inc.	$624K	0.16%	0.00%	-9.0%	Q4 2020
ORCLOracle Corp	$614K	0.16%	0.00%	+0.3%	Q4 2021
CCitigroup Inc	$609K	0.16%	0.00%	-3.1%	Q2 2024
FXEInvesco CurrencyShares Euro Trust	$604K	0.16%	0.12%	Not reported	Q3 2025
VZVerizon Communications Inc	$598K	0.16%	0.00%	-22.3%	Q4 2020
RTXRTX Corp	$583K	0.15%	0.00%	-5.4%	Q2 2021
QCOMQualcomm Inc	$575K	0.15%	0.00%	-0.8%	Q4 2020

Q3 2025Reported Oct 24, 2025131 positions
AAPLApple Inc.	$11.6M	3.21%	0.00%	-23.6%	Q4 2020
NCDLNuveen Churchill Direct Lending Corp.	$7.25M	2.02%	1.06%	+5.4%	Q2 2024
MSFTMicrosoft Corp	$5.05M	1.40%	0.00%	-3.0%	Q4 2020
NVDANvidia Corp	$4.1M	1.14%	0.00%	-5.0%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$3.94M	1.10%	Not reported	-5.1%	Q4 2020
AMZNAmazon Com Inc	$2.81M	0.78%	0.00%	-2.7%	Q4 2020
ICEIntercontinental Exchange, Inc.	$2.71M	0.75%	0.00%	+3.3%	Q2 2024
TSLATesla, Inc.	$2.48M	0.69%	0.00%	-4.2%	Q4 2020
GOOGLAlphabet Inc.	$2.24M	0.62%	0.00%	-3.2%	Q1 2021
METAMeta Platforms, Inc.	$1.88M	0.52%	Not reported	+2.6%	Q4 2020
VVisa Inc.	$1.67M	0.46%	0.00%	-5.1%	Q4 2020
UNHUnitedhealth Group Inc	$1.33M	0.37%	0.00%	-42.3%	Q4 2020
PMPhilip Morris International Inc.	$1.29M	0.36%	0.00%	+8.2%	Q2 2022
JPMJPMorgan Chase & Co	$1.18M	0.33%	0.00%	-2.3%	Q4 2020
IBMInternational Business Machines Corp	$1.15M	0.32%	0.00%	+12.7%	Q2 2023
CSCOCisco Systems, Inc.	$1.11M	0.31%	0.00%	-2.6%	Q1 2021
XOMExxonMobil Holdings Corp	$1.08M	0.30%	0.00%	-2.0%	Q4 2020
ABBVAbbVie Inc.	$1.07M	0.30%	0.00%	-6.9%	Q4 2020
NFJVirtus Dividend, Interest & Premium Strategy Fund	$979K	0.27%	Not reported	+19.3%	Q1 2021
AVGOBroadcom Inc.	$956K	0.27%	0.00%	+5.4%	Q4 2021
HDHome Depot, Inc.	$918K	0.26%	0.00%	-2.5%	Q4 2020
ORCLOracle Corp	$883K	0.25%	0.00%	+9.6%	Q4 2021
CATCaterpillar Inc	$838K	0.23%	0.00%	-6.9%	Q2 2023
VZVerizon Communications Inc	$831K	0.23%	0.00%	+5.8%	Q4 2020
TAt&T Inc.	$827K	0.23%	0.00%	+6.4%	Q1 2021
NFLXNetflix Inc	$813K	0.23%	0.00%	-26.8%	Q4 2021
AXPAmerican Express Co	$813K	0.23%	0.00%	-5.9%	Q2 2023
QQQInvesco QQQ Trust, Series 1	$806K	0.22%	Not reported	-3.7%	Q4 2021
KOCoca Cola Co	$773K	0.22%	0.00%	+3.7%	Q3 2022
SPGIS&P Global Inc.	$757K	0.21%	0.00%	+2.4%	Q1 2023
MCKMckesson Corp	$739K	0.21%	0.00%	-0.7%	Q4 2021
DISWalt Disney Co	$738K	0.21%	0.00%	-0.5%	Q4 2020
BACBank of America Corp	$731K	0.20%	0.00%	-11.1%	Q4 2020
LOWLowes Companies Inc	$707K	0.20%	0.00%	+0.3%	Q2 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$687K	0.19%	0.00%	-2.7%	Q4 2020
SYKStryker Corp	$673K	0.19%	0.00%	-3.6%	Q2 2023
WMTWalmart Inc.	$647K	0.18%	0.00%	-11.2%	Q2 2022
AIGAmerican International Group, Inc.	$646K	0.18%	0.00%	+3.3%	Q2 2024
BRK.BBerkshire Hathaway Inc	$633K	0.18%	Not reported	+7.2%	Q4 2021
FXEInvesco CurrencyShares Euro Trust	$604K	0.17%	0.12%	New	Q3 2025
LLYELI LILLY & Co	$594K	0.17%	0.00%	-34.6%	Q1 2023
NEENextera Energy Inc	$590K	0.16%	0.00%	+1.9%	Q2 2024
INTCIntel Corp	$589K	0.16%	0.00%	+0.2%	Q4 2021
JNJJohnson & Johnson	$577K	0.16%	0.00%	+47.0%	Q4 2020
TMOThermo Fisher Scientific Inc.	$574K	0.16%	0.00%	-0.7%	Q4 2020
GOOGAlphabet Inc.	$564K	0.16%	Not reported	-0.1%	Q4 2020
QCOMQualcomm Inc	$564K	0.16%	0.00%	-0.2%	Q4 2020
RTXRTX Corp	$562K	0.16%	0.00%	-10.8%	Q2 2021
FDXFedex Corp	$558K	0.16%	0.00%	+0.3%	Q2 2023
CCitigroup Inc	$547K	0.15%	0.00%	-25.1%	Q2 2024

Premium opens every quarter this fund has filed