Opal Wealth Advisors, LLC

Position in NCDL — Nuveen Churchill Direct Lending Corp.

CIK 1844201 JERICHO, NY

Position in NCDL

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$7,877,645

-$75,089 QoQ

Shares Held

634,271

+1.4% QoQ

Ownership

1.28%

of shares outstanding

% of Portfolio

6.90%

of 13F equity value

Holder Rank

of 17 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Opal Wealth Advisors, LLC holds $13,845,378 across 12 Asset Management names. NCDL ranks #1 (56.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NCDL	Nuveen Churchill Direct Lending Corp. This page	634,271	$7,877,645
2	PSBD	Palmer Square Capital BDC Inc.	159,240	$1,659,280
3	NFJ	Virtus Dividend, Interest & Premium Strategy Fund	68,075	$1,034,059
4	RIV	Rivernorth Opportunities Fund, Inc.	68,882	$803,164
5	MEGI	NYLI CBRE Global Infrastructure Megatrends Term Fund	32,471	$493,559
6	FFA	First Trust Enhanced Equity Income Fund	20,626	$461,197
7	DSM	Bny Mellon Strategic Municipal Bond Fund, Inc.	71,035	$436,865
8	APO	Apollo Global Management, Inc.	2,373	$280,749

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,877,645	634,271	+1.4%	Shares	Sole	2026-07-20
2026-03-31	$7,952,734	625,215	+13.3%	Shares	Sole	2026-04-14
2025-12-31	$7,363,333	551,974	+5.0%	Shares	Sole	2026-01-26
2025-09-30	$7,252,176	525,520	+5.4%	Shares	Sole	2025-10-24
2025-06-30	$8,073,224	498,655	+46.3%	Shares	Sole	2025-07-14
2025-03-31	$5,788,346	340,892	-14.8%	Shares	Sole	2025-04-16
2024-12-31	$6,715,876	400,231	+105.6%	Shares	Sole	2025-01-29
2024-09-30	$3,390,593	194,638	+184.1%	Shares	Sole	2024-10-15
2024-06-30	$1,192,021	68,507	—	Shares	Sole	2024-07-12
No filing history on record for this holder in this stock.