Opal Wealth Advisors, LLC

CIK

1844201

Location

JERICHO, NY

Portfolio Value

Small $118,564,530

Diversification

Diversified

Filing Date

Global Rank

#5,326 / 8,588 ▲ 509

Top Industry

Asset Management 12.9%

3Y Alpha vs SPY

-5.0%

Period ended 3 months ago

Filed Apr 14, 2026 · 2mo

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+55.8%

SPY

+76.8%

Annualised alpha

-5.0%

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, 2025

Top Position

9.3%

−2.2 pts

Top 5

25.0%

−6.1 pts

Top 10

34.6%

−8.9 pts

HHI

207

Diversified−98

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.5%	$30,292,687	75
Financial Services	24.0%	$28,481,393	86
Healthcare	10.1%	$11,921,441	53
Industrials	8.6%	$10,146,917	64
Consumer Cyclical	7.6%	$8,990,368	32
Communication Services	6.2%	$7,355,010	14
Unclassified	4.8%	$5,744,835	14
Consumer Defensive	4.1%	$4,884,624	17
Energy	4.0%	$4,691,580	22
Utilities	2.7%	$3,224,705	19
Basic Materials	1.7%	$1,990,357	18
Real Estate	0.7%	$840,613	10

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
CRWD	CrowdStrike Holdings, Inc.	636	$298,131
UMAC	Unusual Machines, Inc.	10,000	$127,400
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

424 positions · $118,564,530 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 101–150 of 424 positions by value · page 3 of 9

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IREN	IREN Ltd Financial Services	NEW	7,795	NEW	$267,212	NEW	0.23%
AB	Alliancebernstein Holding L.P. Financial Services	Held	7,111	0	$266,235	−2.7%	0.22%
PEP	Pepsico Inc Consumer Defensive	NEW	1,714	NEW	$266,167	NEW	0.22%
APO	Apollo Global Management, Inc. Financial Services	Added	2,388	+430	$266,070	−6.1%	0.22%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	590	+29	$263,458	+3.6%	0.22%
ABT	Abbott Laboratories Healthcare	Reduced	2,541	-121	$260,884	−21.8%	0.22%
BA	Boeing Co Industrials	Reduced	1,254	-195	$249,583	−20.7%	0.21%
PPL	PPL Corp Utilities	Reduced	6,509	-3,500	$248,643	−29.1%	0.21%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	Reduced	2,114	-55	$248,627	−2.2%	0.21%
KR	Kroger Co Consumer Defensive	NEW	3,405	NEW	$246,385	NEW	0.21%
DVN	Devon Energy Corp/De Energy	NEW	4,865	NEW	$244,806	NEW	0.21%
NRK	Nuveen New York Amt-Free Quality Municipal Income Fund Financial Services	Held	23,780	0	$242,793	+1.2%	0.20%
ENB	Enbridge Inc Energy	Reduced	4,421	-540	$239,352	+0.9%	0.20%
BFLY	Butterfly Network, Inc. Healthcare	Added	58,018	+21,339	$234,392	+68.2%	0.20%
TXN	Texas Instruments Inc Technology	NEW	1,207	NEW	$234,326	NEW	0.20%
INTU	Intuit Inc. Technology	Added	536	+17	$231,755	−32.6%	0.20%
DOV	DOVER Corp Industrials	Held	1,110	0	$231,379	+6.8%	0.20%
GEV	GE Vernova Inc. Industrials	Reduced	264	-71	$230,445	+5.3%	0.19%
GWW	W.W. Grainger, Inc. Industrials	Added	210	+6	$229,070	+11.3%	0.19%
SNY	Sanofi Healthcare	Added	4,619	+188	$222,543	+3.6%	0.19%
CL	Colgate Palmolive Co Consumer Defensive	NEW	2,574	NEW	$219,382	NEW	0.19%
EXC	Exelon Corp Utilities	NEW	4,474	NEW	$219,315	NEW	0.18%
AWK	American Water Works Company, Inc. Utilities	Reduced	1,610	-262	$219,104	−10.3%	0.18%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Added	1,239	+5	$214,904	−6.1%	0.18%
AIG	American International Group, Inc. Financial Services	Reduced	2,839	-5,419	$213,634	−69.8%	0.18%
ABNB	Airbnb, Inc. Consumer Cyclical	Reduced	1,657	-60	$209,245	−10.2%	0.18%
CARR	CARRIER GLOBAL Corp Industrials	NEW	3,677	NEW	$207,051	NEW	0.17%
TMUS	T-Mobile US, Inc. Communication Services	NEW	972	NEW	$204,149	NEW	0.17%
BP	Bp PLC Energy	NEW	4,253	NEW	$199,891	NEW	0.17%
LMT	Lockheed Martin Corp Industrials	NEW	327	NEW	$197,635	NEW	0.17%
IR	Ingersoll Rand Inc. Industrials	NEW	2,432	NEW	$194,851	NEW	0.16%
MA	Mastercard Inc Financial Services	NEW	380	NEW	$189,870	NEW	0.16%
BX	Blackstone Inc. Financial Services	NEW	1,603	NEW	$184,328	NEW	0.16%
IBRX	ImmunityBio, Inc. Healthcare	Added	23,644	+9,319	$181,349	+539.4%	0.15%
BXSL	Blackstone Secured Lending Fund Financial Services	NEW	7,619	NEW	$180,494	NEW	0.15%
MKL	Markel Group Inc. Financial Services	Reduced	94	-10	$179,922	−19.5%	0.15%
CINF	Cincinnati Financial Corp Financial Services	NEW	1,133	NEW	$178,277	NEW	0.15%
PG	PROCTER & GAMBLE Co Consumer Defensive	NEW	1,221	NEW	$176,361	NEW	0.15%
GBTC	Grayscale Bitcoin Trust ETF	Held	3,285	0	$173,316	−22.8%	0.15%
IBIT	iShares Bitcoin Trust ETF	NEW	4,488	NEW	$172,428	NEW	0.15%
BJ	BJ's Wholesale Club Holdings, Inc. Consumer Defensive	NEW	1,746	NEW	$171,841	NEW	0.14%
XEL	Xcel Energy Inc Utilities	NEW	2,102	NEW	$166,982	NEW	0.14%
SHW	Sherwin Williams Co Basic Materials	NEW	497	NEW	$159,313	NEW	0.13%
SE	Sea Ltd Consumer Cyclical	NEW	1,917	NEW	$158,746	NEW	0.13%
ANET	Arista Networks, Inc. Technology	NEW	1,289	NEW	$158,263	NEW	0.13%
CNP	Centerpoint Energy Inc Utilities	NEW	3,622	NEW	$156,325	NEW	0.13%
MU	Micron Technology Inc Technology	NEW	461	NEW	$155,744	NEW	0.13%
NRG	Nrg Energy, Inc. Utilities	NEW	1,050	NEW	$153,447	NEW	0.13%
GILD	Gilead Sciences, Inc. Healthcare	NEW	1,066	NEW	$148,568	NEW	0.13%
NXP	Nuveen Select Tax Free Income Portfolio Financial Services	NEW	10,346	NEW	$148,465	NEW	0.13%