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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 21  ·  404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MU MICRON TECHNOLOGY INC Technology 461.0 $156K 0.04% NEW $338.04 +101.6%
42 NRG NRG ENERGY INC Utilities 1,050.0 $153K 0.04% NEW $146.14 -14.1%
43 EWJ ISHARES INC 1,773.0 $150K 0.03% NEW $84.44 +6.9%
44 GILD GILEAD SCIENCES INC Healthcare 1,066.0 $149K 0.03% NEW $139.37 -7.0%
45 NXP NUVEEN SELECT TAX-FREE INCOM Financial Services 10,346.0 $148K 0.03% NEW $14.35 -2.0%
46 TJX TJX COS INC NEW Consumer Cyclical 912.0 $146K 0.03% NEW $159.70 -5.9%
47 BN BROOKFIELD CORP Financial Services 3,569.0 $144K 0.03% NEW $40.47 +9.4%
48 IAU ISHARES GOLD TR Financial Services 1,615.0 $142K 0.03% NEW $88.16 -4.4%
49 WELL WELLTOWER INC Real Estate 704.0 $139K 0.03% NEW $197.66 +7.6%
50 SPOT SPOTIFY TECHNOLOGY S A Communication Services 280.0 $136K 0.03% NEW $484.91 -8.2%
51 SNPS SYNOPSYS INC Technology 333.0 $132K 0.03% NEW $396.48 +25.7%
52 VNQ VANGUARD INDEX FDS 1,482.0 $131K 0.03% NEW $88.70 +7.4%
53 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 4,045.0 $129K 0.03% NEW $32.01 +3.2%
54 WDC WESTERN DIGITAL CORP Technology 469.0 $127K 0.03% NEW $270.49 +69.6%
55 QYLG GLOBAL X FDS 4,833.0 $125K 0.03% NEW $25.95 +11.7%
56 VST VISTRA CORP Utilities 832.0 $125K 0.03% NEW $150.37 -9.1%
57 VUG VANGUARD INDEX FDS 286.0 $125K 0.03% NEW $436.77 -80.2%
58 NVO NOVO-NORDISK A S Healthcare 3,397.0 $125K 0.03% NEW $36.75 +20.5%
59 LRCX LAM RESEARCH CORP Technology 583.0 $125K 0.03% NEW $213.66 +30.1%
60 AON AON PLC Financial Services 384.0 $124K 0.03% NEW $322.78 +0.3%
Page 3 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%