Opal Wealth Advisors, LLC
Top Portfolio Positions
424 positions ·
$118,564,530 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
43,536 | $11,049,001 | 9.32% | |
| NCDL |
Nuveen Churchill Direct Lending Corp.
Financial Services
|
625,215 | $7,952,734 | 6.71% | |
| NVDA |
Nvidia Corp
Technology
|
22,251 | $3,880,574 | 3.27% | |
| SPY |
Spdr S&P 500 ETF Trust
|
5,380 | $3,498,829 | 2.95% | |
| MSFT |
Microsoft Corp
Technology
|
8,897 | $3,293,402 | 2.78% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
15,118 | $3,148,625 | 2.66% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
15,798 | $2,484,709 | 2.10% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,339 | $2,397,962 | 2.02% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
5,149 | $1,914,140 | 1.61% | |
| META |
Meta Platforms, Inc.
Communication Services
|
2,436 | $1,393,708 | 1.18% |
Portfolio Trend
22 quarters · across all stocks
Holdings in NBB
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $116,338 | 7,429 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $117,526 | 7,429 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $119,012 | 7,429 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $106,212 | 6,848 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $193,706 | 12,644 | Shares | Sole | 2024-04-11 | |
| 2023-09-30 | $189,514 | 13,043 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $204,644 | 13,043 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $210,253 | 13,043 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $208,166 | 13,043 | Shares | Sole | 2023-02-03 | |
| No 13F history on record for this holder in this stock. | ||||||