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Portfolio (Quarterly) Guide ↗

Opal Wealth Advisors, LLC

· CIK 0001844201
13F Portfolio $384M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 206 New
Page 10 of 11  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ENB ENBRIDGE INC Energy 4,961.0 $237K 0.06% NEW $47.83 +19.3%
182 CTVA CORTEVA INC Basic Materials 3,501.0 $235K 0.06% NEW $67.03 +17.4%
183 ABNB AIRBNB INC Consumer Cyclical 1,717.0 $233K 0.06% NEW $135.72 -0.8%
184 MRSH MARSH & MCLENNAN COS INC Financial Services 1,234.0 $229K 0.06% NEW $185.52 -11.6%
185 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 3,285.0 $225K 0.06% NEW $68.36 -12.2%
186 MKL MARKEL GROUP INC Financial Services 104.0 $224K 0.06% NEW $2149.65 -13.8%
187 PFE PFIZER INC Healthcare 8,971.0 $223K 0.06% NEW $24.90 +3.5%
188 VO VANGUARD INDEX FDS 755.0 $219K 0.06% NEW $290.22 -73.5%
189 GEV GE VERNOVA INC Utilities 335.0 $219K 0.06% NEW $653.64 +58.4%
190 ICOW PACER FDS TR 5,611.0 $217K 0.06% NEW $38.68 +15.8%
191 DOV DOVER CORP Industrials 1,110.0 $217K 0.06% NEW $195.24 +7.5%
192 SNY SANOFI SA Healthcare 4,431.0 $215K 0.06% NEW $48.46 -8.0%
193 CIBR FIRST TR EXCHANGE TRADED FD 2,935.0 $210K 0.06% NEW $71.45 +13.3%
194 SHOP SHOPIFY INC Technology 1,298.0 $209K 0.05% NEW $160.97 -35.3%
195 COP CONOCOPHILLIPS Energy 2,223.0 $208K 0.05% NEW $93.61 +31.2%
196 DSTL ETF SER SOLUTIONS 3,513.0 $207K 0.05% NEW $58.91 -1.2%
197 GWW WW GRAINGER INC Industrials 204.0 $206K 0.05% NEW $1009.05 +23.8%
198 IMCG ISHARES TR 2,572.0 $205K 0.05% NEW $79.84 +11.7%
199 DYNF BLACKROCK ETF TRUST 3,367.0 $205K 0.05% NEW $60.81 +8.9%
200 ACN ACCENTURE PLC IRELAND Technology 746.0 $200K 0.05% NEW $268.30 -33.4%
Page 10 of 11  ·  206 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 29.4%
Technology 29.2%
Healthcare 9.4%
Consumer Cyclical 8.6%
Communication Services 7.3%
Industrials 7.0%
Consumer Defensive 3.3%
Energy 2.3%
Utilities 2.2%
Basic Materials 0.9%