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Portfolio (Quarterly) Guide ↗

Opal Wealth Advisors, LLC

· CIK 0001844201
13F Portfolio $442M AUM 606 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 404 New 80 Added 98 Reduced 4 Exited
Page 3 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CVX CHEVRON CORPORATION Energy 2,945.0 $609K 0.14% +321.0 +12.2% $206.91 -5.2%
42 JGRO J P MORGAN EXCHANGE TRADED F 6,867.0 $580K 0.13% +2K +52.6% $84.52 +13.4%
43 TBIL RBB FD INC 10,724.0 $535K 0.12% +429.0 +4.2% $49.86 +0.2%
44 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 531.0 $529K 0.12% +3.0 +0.6% $996.43 +5.3%
45 HON HONEYWELL INTL INC Industrials 2,311.0 $522K 0.12% +57.0 +2.5% $226.02 -3.9%
46 VOO VANGUARD INDEX FDS 822.0 $491K 0.11% +246.0 +42.7% $597.55 +12.9%
47 ORCL ORACLE CORP Technology 3,260.0 $480K 0.11% +111.0 +3.5% $147.11 +26.9%
48 DIVO AMPLIFY ETF TR 10,681.0 $479K 0.11% +552.0 +5.5% $44.85 +1.4%
49 AMLP ALPS ETF TR 8,569.0 $451K 0.10% +209.0 +2.5% $52.64 +4.2%
50 CGXU CAPITAL GROUP INTL FOCUS EQT 15,218.0 $449K 0.10% +1K +8.9% $29.49 +9.9%
51 VYMI VANGUARD WHITEHALL FDS 4,733.0 $446K 0.10% +191.0 +4.2% $94.24 +4.7%
52 PGR PROGRESSIVE CORP Financial Services 2,226.0 $441K 0.10% +291.0 +15.0% $198.24 +2.9%
53 VB VANGUARD INDEX FDS 1,578.0 $413K 0.09% +312.0 +24.6% $261.97 +6.5%
54 BLK BLACKROCK INC Financial Services 416.0 $400K 0.09% +11.0 +2.7% $961.71 +7.8%
55 CI THE CIGNA GROUP Healthcare 1,414.0 $377K 0.09% +343.0 +32.0% $266.75 +9.2%
56 MRK MERCK & CO INC Healthcare 2,983.0 $359K 0.08% +32.0 +1.1% $120.29 -6.4%
57 UTES ETFIS SER TR I 4,478.0 $358K 0.08% +743.0 +19.9% $79.90 -3.6%
58 LIN LINDE PLC Basic Materials 714.0 $354K 0.08% +7.0 +1.0% $495.76 +3.0%
59 COP CONOCOPHILLIPS Energy 2,624.0 $346K 0.08% +401.0 +18.0% $132.00 -5.7%
60 ETN EATON CORP PLC Industrials 966.0 $346K 0.08% +120.0 +14.2% $357.67 +6.8%
Page 3 of 4  ·  80 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 27.8%
Technology 25.9%
Healthcare 10.0%
Industrials 8.4%
Consumer Cyclical 7.7%
Communication Services 6.7%
Energy 4.1%
Consumer Defensive 4.1%
Utilities 3.0%
Basic Materials 1.6%