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Opal Wealth Advisors, LLC

SEC CIK
0001844201
Latest filing
Jul 20, 2026

AAPL holding history

Apple Inc. in every 13F filed by Opal Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
46,669
Value
$13.5M
% of portfolio
2.9%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Opal Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202646,669$13.5M2.9%+3,133+7.2%AddedHolders
Q1 202643,536$11.0M2.5%+247+0.6%AddedHolders
Q4 202543,289$11.8M3.1%−2,079−4.6%ReducedHolders
Q3 202545,368$11.6M3.2%−14,039−23.6%ReducedHolders
Q2 202559,407$12.2M3.4%+1,538+2.7%AddedHolders
Q1 202557,869$12.9M4.0%−2,353−3.9%ReducedHolders
Q4 202460,222$15.1M4.5%+2,174+3.7%AddedHolders
Q3 202458,048$13.5M4.2%+26,121+81.8%AddedHolders
Q2 202431,927$6.72M2.2%+2,496+8.5%AddedHolders
Q1 202429,431$5.05M1.7%−814−2.7%ReducedHolders
Q4 202330,245$5.82M2.3%+1,096+3.8%AddedHolders
Q3 202329,149$4.99M2.9%+1,347+4.8%AddedHolders
Q2 202327,802$5.39M2.7%+11,369+69.2%AddedHolders
Q1 202316,433$2.71M1.6%+235+1.5%AddedHolders
Q4 202216,198$2.10M1.2%−82−0.5%ReducedHolders
Q3 202216,280$2.25M1.6%−2,267−12.2%ReducedHolders
Q2 202218,547$2.54M1.7%+133+0.7%AddedHolders
Q1 202218,414$3.21M2.8%−229−1.2%ReducedHolders
Q4 202118,643$3.31M2.1%+1,859+11.1%AddedHolders
Q3 202116,784$2.38M2.3%−9,237−35.5%ReducedHolders
Q2 202126,021$3.56M3.3%+5,177+24.8%AddedHolders
Q1 202120,844$2.55M2.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.