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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 4 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HTAB HARTFORD FDS EXCHANGE TRADED 17,922.0 $341K 0.08% +350.0 +2.0% $19.00 -0.7%
62 CAH CARDINAL HEALTH INC Healthcare 1,566.0 $331K 0.07% +28.0 +1.8% $211.31 -5.2%
63 UBER UBER TECHNOLOGIES INC Technology 4,494.0 $323K 0.07% +339.0 +8.2% $71.93 +4.4%
64 VTV VANGUARD INDEX FDS 1,568.0 $308K 0.07% +307.0 +24.4% $196.20 +5.5%
65 CTVA CORTEVA INC Basic Materials 3,535.0 $296K 0.07% +34.0 +1.0% $83.71 -3.1%
66 PFE PFIZER INC Healthcare 9,957.0 $280K 0.06% +986.0 +11.0% $28.08 -9.8%
67 PANW PALO ALTO NETWORKS INC Technology 1,719.0 $276K 0.06% +117.0 +7.3% $160.32 +54.4%
68 CGMS CAPITAL GRP FIXED INCM ETF T 10,102.0 $275K 0.06% +53.0 +0.5% $27.23 +0.2%
69 REGN REGENERON PHARMACEUTICALS Healthcare 354.0 $274K 0.06% +11.0 +3.2% $772.86 -18.5%
70 VO VANGUARD INDEX FDS 936.0 $269K 0.06% +181.0 +24.0% $287.18 -73.5%
71 APOS APOLLO GLOBAL MGMT INC Financial Services 2,388.0 $266K 0.06% +430.0 +22.0% $111.42 -76.8%
72 VRTX VERTEX PHARMACEUTICALS INC Healthcare 590.0 $263K 0.06% +29.0 +5.2% $446.54 -2.2%
73 BFLY BUTTERFLY NETWORK INC Healthcare 58,018.0 $234K 0.05% +21K +58.2% $4.04 +1.5%
74 INTU INTUIT Technology 536.0 $232K 0.05% +17.0 +3.3% $432.38 -6.8%
75 GWW WW GRAINGER INC Industrials 210.0 $229K 0.05% +6.0 +2.9% $1090.81 +16.0%
76 SNY SANOFI SA Healthcare 4,619.0 $223K 0.05% +188.0 +4.2% $48.18 -9.6%
77 CIBR FIRST TR EXCHANGE-TRADED FD 3,457.0 $217K 0.05% +522.0 +17.8% $62.68 +28.3%
78 DSTL ETF SER SOLUTIONS 3,578.0 $207K 0.05% +65.0 +1.9% $57.88 +0.2%
79 IMMUNITYBIO INC 23,644.0 $181K 0.04% +9K +65.0% $7.67
80 NAN NUVEEN NY DIVI ADV Financial Services 12,564.0 $140K 0.03% +143.0 +1.1% $11.15 +1.0%
Page 4 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%