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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 1 of 21  ·  404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NOW SERVICENOW INC Technology 6,820.0 $713K 0.16% NEW $104.55 -1.1%
2 AZN ASTRAZENECA PLC Healthcare 2,198.0 $433K 0.10% NEW $197.22 -6.4%
3 OXY OCCIDENTAL PETE CORP Energy 5,948.0 $387K 0.09% NEW $65.00 -8.2%
4 USO UNITED STS OIL FD LP Financial Services 2,508.0 $319K 0.07% NEW $127.25 +17.3%
5 IREN IREN LIMITED Financial Services 7,795.0 $267K 0.06% NEW $34.28 +47.2%
6 PEP PEPSICO INC Consumer Defensive 1,714.0 $266K 0.06% NEW $155.33 -4.0%
7 WCMI FIRST TR EXCHANGE-TRADED FD 15,062.0 $253K 0.06% NEW $16.77 +9.7%
8 ITOT ISHARES TR 1,754.0 $250K 0.06% NEW $142.41 +12.3%
9 KR KROGER CO Consumer Defensive 3,405.0 $246K 0.06% NEW $72.36 -5.6%
10 DVN DEVON ENERGY CORP NEW Energy 4,865.0 $245K 0.06% NEW $50.32 -1.3%
11 AB ACTIVE ETFS INC 9,631.0 $240K 0.05% NEW $24.95
12 TXN TEXAS INSTRS INC Technology 1,207.0 $234K 0.05% NEW $194.08 +54.9%
13 CL COLGATE PALMOLIVE CO Consumer Defensive 2,574.0 $219K 0.05% NEW $85.24 +5.6%
14 EXC EXELON CORP Utilities 4,474.0 $219K 0.05% NEW $49.02 -10.3%
15 QUAL ISHARES TR 1,112.0 $213K 0.05% NEW $191.81 +9.3%
16 CARR CARRIER GLOBAL CORPORATION Industrials 3,677.0 $207K 0.05% NEW $56.30 +9.1%
17 TMUS T-MOBILE US INC Communication Services 972.0 $204K 0.05% NEW $209.97 -9.2%
18 VEA VANGUARD TAX-MANAGED FDS 3,151.0 $202K 0.05% NEW $64.08 +7.7%
19 BP BP PLC Energy 4,253.0 $200K 0.04% NEW $47.00 -1.8%
20 CGHM CAPITAL GRP FIXED INCM ETF T 7,808.0 $198K 0.04% NEW $25.32 +0.1%
Page 1 of 21  ·  404 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%