Opal Wealth Advisors, LLC
Filing Date
Global Rank
#5,336
/ 8,605
▲ 508
· as of Mar 2026
Top Industry
Asset Management
13.0%
3Y Alpha vs SPY
-4.6%
Period ended 3 months ago
Filed Apr 14, 2026 · 3mo
22 quarters · since Dec 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+57.0%
SPY
+76.5%
Annualised alpha
-4.6%
Max drawdown
−19.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
424 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
9.3%
−2.2 pts
Top 5
25.1%
−6.1 pts
Top 10
34.7%
−9.0 pts
HHI
208
Diversified−99
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 25.6% | $30,267,509 |
| Financial Services | 24.1% | $28,446,827 |
| Healthcare | 10.1% | $11,921,441 |
| Industrials | 8.5% | $9,994,241 |
| Consumer Cyclical | 7.5% | $8,921,656 |
| Communication Services | 6.2% | $7,355,010 |
| Unclassified | 4.8% | $5,712,753 |
| Consumer Defensive | 4.1% | $4,884,624 |
| Energy | 4.0% | $4,691,580 |
| Utilities | 2.7% | $3,224,705 |
| Basic Materials | 1.7% | $1,990,357 |
| Real Estate | 0.7% | $840,613 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NCDL | Nuveen Churchill Direct Lending Corp. | +73,241 | 625,215 | $7,952,734 | |
| PSBD | Palmer Square Capital BDC Inc. | +46,475 | 122,809 | $1,199,843 | |
| BFLY | Butterfly Network, Inc. | +21,339 | 58,018 | $234,392 | |
| IBRX | ImmunityBio, Inc. | +9,319 | 23,644 | $181,349 | |
| T | At&T Inc. | +4,434 | 23,492 | $681,033 | |
| VZ | Verizon Communications Inc | +3,381 | 18,057 | $906,461 | |
| ALL | Allstate Corp | +1,816 | 3,910 | $810,699 | |
| NFLX | Netflix Inc | +1,397 | 6,881 | $661,608 | |
| PFE | Pfizer Inc | +986 | 9,957 | $279,592 | |
| CSCO | Cisco Systems, Inc. | +564 | 17,757 | $1,377,765 | |
| KO | Coca Cola Co | +548 | 11,125 | $846,056 | |
| NVS | Novartis AG | +522 | 4,634 | $707,843 | |
| APO | Apollo Global Management, Inc. | +430 | 2,388 | $266,070 | |
| COP | Conocophillips | +401 | 2,624 | $346,368 | |
| CI | Cigna Group | +343 | 1,414 | $377,184 | |
| UBER | Uber Technologies, Inc | +339 | 4,494 | $323,253 | |
| CVX | Chevron Corp | +321 | 2,945 | $609,320 | |
| PGR | Progressive Corp/Oh/ | +291 | 2,226 | $441,282 | |
| AAPL | Apple Inc. | +247 | 43,536 | $11,049,001 | |
| AMZN | Amazon Com Inc | +227 | 15,118 | $3,148,625 | |
| SNY | Sanofi | +188 | 4,619 | $222,543 | |
| NVDA | Nvidia Corp | +173 | 22,251 | $3,880,574 | |
| AVGO | Broadcom Inc. | +153 | 3,209 | $993,217 | |
| NAN | Nuveen New York Quality Municipal Income Fund | +143 | 12,564 | $140,088 | |
| V | Visa Inc. | +135 | 4,359 | $1,317,464 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DSM | Bny Mellon Strategic Municipal Bond Fund, Inc. | −11,541 | 69,464 | $417,478 | |
| AIG | American International Group, Inc. | −5,419 | 2,839 | $213,634 | |
| FXE | Invesco CurrencyShares Euro Trust | −4,728 | 842 | $89,832 | |
| PPL | PPL Corp | −3,500 | 6,509 | $248,643 | |
| WMT | Walmart Inc. | −2,655 | 3,416 | $424,540 | |
| XOM | Exxon Mobil Corp | −1,815 | 7,903 | $1,340,822 | |
| RIV | Rivernorth Opportunities Fund, Inc. | −1,266 | 68,577 | $761,204 | |
| LUV | Southwest Airlines Co | −1,154 | 7,672 | $288,237 | |
| FFA | First Trust Enhanced Equity Income Fund | −660 | 21,116 | $430,766 | |
| ACN | Accenture plc | −541 | 205 | $40,649 | |
| ENB | Enbridge Inc | −540 | 4,421 | $239,352 | |
| CRM | Salesforce, Inc. | −521 | 479 | $89,414 | |
| MSFT | Microsoft Corp | −498 | 8,897 | $3,293,402 | |
| AEP | American Electric Power Co Inc | −470 | 2,642 | $346,313 | |
| NEE | Nextera Energy Inc | −461 | 7,469 | $693,720 | |
| NFJ | Virtus Dividend, Interest & Premium Strategy Fund | −389 | 74,131 | $934,791 | |
| FCX | Freeport-Mcmoran Inc | −388 | 6,855 | $402,936 | |
| SPY | Spdr S&P 500 ETF Trust | −379 | 5,380 | $3,498,829 | |
| GM | General Motors Co | −376 | 4,630 | $344,935 | |
| VLO | Valero Energy Corp/Tx | −342 | 1,589 | $392,610 | |
| PM | Philip Morris International Inc. | −342 | 6,566 | $1,085,622 | |
| SHOP | Shopify Inc. | −326 | 972 | $115,298 | |
| GOOGL | Alphabet Inc. | −320 | 8,339 | $2,397,962 | |
| AWK | American Water Works Company, Inc. | −262 | 1,610 | $219,104 | |
| DUK | Duke Energy CORP | −252 | 3,180 | $416,389 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NOW | ServiceNow, Inc. | 6,820 | $713,031 | |
| AZN | Astrazeneca PLC | 2,198 | $433,489 | |
| OXY | Occidental Petroleum Corp /De/ | 5,948 | $386,620 | |
| USO | United States Oil Fund, LP | 2,508 | $319,143 | |
| IREN | IREN Ltd | 7,795 | $267,212 | |
| PEP | Pepsico Inc | 1,714 | $266,167 | |
| KR | Kroger Co | 3,405 | $246,385 | |
| DVN | Devon Energy Corp/De | 4,865 | $244,806 | |
| TXN | Texas Instruments Inc | 1,207 | $234,326 | |
| CL | Colgate Palmolive Co | 2,574 | $219,382 | |
| EXC | Exelon Corp | 4,474 | $219,315 | |
| CARR | CARRIER GLOBAL Corp | 3,677 | $207,051 | |
| TMUS | T-Mobile US, Inc. | 972 | $204,149 | |
| BP | Bp PLC | 4,253 | $199,891 | |
| LMT | Lockheed Martin Corp | 327 | $197,635 | |
| IR | Ingersoll Rand Inc. | 2,432 | $194,851 | |
| MA | Mastercard Inc | 380 | $189,870 | |
| BX | Blackstone Inc. | 1,603 | $184,328 | |
| BXSL | Blackstone Secured Lending Fund | 7,619 | $180,494 | |
| CINF | Cincinnati Financial Corp | 1,133 | $178,277 | |
| PG | PROCTER & GAMBLE Co | 1,221 | $176,361 | |
| IBIT | iShares Bitcoin Trust ETF | 4,488 | $172,428 | |
| BJ | BJ's Wholesale Club Holdings, Inc. | 1,746 | $171,841 | |
| XEL | Xcel Energy Inc | 2,102 | $166,982 | |
| SHW | Sherwin Williams Co | 497 | $159,313 | |
| No positions match the current search. | ||||
424 positions ·
$118,251,316 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 424 positions by value
· page 1 of 9
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 43,536 | $11,049,001 | 9.34% | |
| NCDL |
Nuveen Churchill Direct Lending Corp.
Financial Services
|
Added | 625,215 | $7,952,734 | 6.73% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 22,251 | $3,880,574 | 3.28% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 5,380 | $3,498,829 | 2.96% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 8,897 | $3,293,402 | 2.79% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 15,118 | $3,148,625 | 2.66% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Added | 15,798 | $2,484,709 | 2.10% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 8,339 | $2,397,962 | 2.03% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 5,149 | $1,914,140 | 1.62% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,436 | $1,393,708 | 1.18% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 17,757 | $1,377,765 | 1.17% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 7,903 | $1,340,822 | 1.13% | |
| V |
Visa Inc.
Financial Services
|
Added | 4,359 | $1,317,464 | 1.11% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 1,742 | $1,234,137 | 1.04% | |
| PSBD |
Palmer Square Capital BDC Inc.
Financial Services
|
Added | 122,809 | $1,199,843 | 1.01% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 6,566 | $1,085,622 | 0.92% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 3,772 | $1,020,665 | 0.86% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 3,209 | $993,217 | 0.84% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 4,552 | $990,014 | 0.84% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 3,304 | $971,904 | 0.82% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 3,990 | $967,136 | 0.82% | |
| NFJ |
Virtus Dividend, Interest & Premium Strategy Fund
Financial Services
|
Reduced | 74,131 | $934,791 | 0.79% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 18,057 | $906,461 | 0.77% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 2,645 | $893,877 | 0.76% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 11,125 | $846,056 | 0.72% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 1,440 | $831,139 | 0.70% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 3,398 | $830,607 | 0.70% | |
| ALL |
Allstate Corp
Financial Services
|
Added | 3,910 | $810,699 | 0.69% | |
| RIV |
Rivernorth Opportunities Fund, Inc.
Financial Services
|
Reduced | 68,577 | $761,204 | 0.64% | |
| INTC |
Intel Corp
Technology
|
Added | 17,235 | $760,580 | 0.64% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,576 | $755,219 | 0.64% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 2,294 | $754,473 | 0.64% | |
| AXP |
American Express Co
Financial Services
|
Added | 2,446 | $739,866 | 0.63% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 779 | $716,500 | 0.61% | |
| NOW |
ServiceNow, Inc.
Technology
|
NEW | 6,820 | $713,031 | 0.60% | |
| NVS |
Novartis AG
Healthcare
|
Added | 4,634 | $707,843 | 0.60% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 7,469 | $693,720 | 0.59% | |
| MCK |
Mckesson Corp
Healthcare
|
Reduced | 799 | $691,422 | 0.58% | |
| T |
At&T Inc.
Communication Services
|
Added | 23,492 | $681,033 | 0.58% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 2,807 | $663,237 | 0.56% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 6,881 | $661,608 | 0.56% | |
| FDX |
Fedex Corp
Industrials
|
Reduced | 2,284 | $655,531 | 0.55% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 13,384 | $652,470 | 0.55% | |
| RTX |
RTX Corp
Industrials
|
Added | 3,272 | $631,168 | 0.53% | |
| CVX |
Chevron Corp
Energy
|
Added | 2,945 | $609,320 | 0.52% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Reduced | 1,507 | $606,421 | 0.51% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 1,816 | $596,719 | 0.50% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 6,182 | $595,821 | 0.50% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 5,094 | $577,710 | 0.49% | |
| HON |
Honeywell International Inc
Industrials
|
Added | 2,311 | $547,829 | 0.46% |