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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 4 of 11  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RIV RIVERNORTH OPPORTUNITIES FD Financial Services 69,843.0 $820K 0.21% NEW $11.74 -2.7%
62 SPGI S&P GLOBAL INC Financial Services 1,569.0 $820K 0.21% NEW $522.59 -21.5%
63 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 2,649.0 $805K 0.21% NEW $303.89 +29.2%
64 JAAA JANUS DETROIT STR TR 15,738.0 $796K 0.21% NEW $50.58 +0.2%
65 HD HOME DEPOT INC Consumer Cyclical 2,262.0 $778K 0.20% NEW $344.10 -12.1%
66 XHB SPDR SERIES TRUST 7,524.0 $775K 0.20% NEW $102.96 -3.9%
67 GOOG ALPHABET INC Communication Services 2,454.0 $770K 0.20% NEW $313.81 +22.7%
68 KO COCA COLA CO Consumer Defensive 10,577.0 $739K 0.19% NEW $69.91 +17.2%
69 BAC BANK AMERICA CORP Financial Services 13,428.0 $739K 0.19% NEW $55.00 -6.9%
70 ESML ISHARES TR 15,894.0 $731K 0.19% NEW $45.98 +11.9%
71 DIS DISNEY WALT CO Communication Services 6,389.0 $727K 0.19% NEW $113.77 -10.1%
72 RSP INVESCO EXCHANGE TRADED FD T 3,722.0 $713K 0.19% NEW $191.56 +6.4%
73 AIG AMERICAN INTL GROUP INC Financial Services 8,258.0 $706K 0.18% NEW $85.55 -8.8%
74 MCK MCKESSON CORP Healthcare 848.0 $696K 0.18% NEW $820.29 -7.1%
75 JNJ JOHNSON & JOHNSON Healthcare 3,355.0 $694K 0.18% NEW $206.92 +11.2%
76 IUSB ISHARES TR 14,903.0 $694K 0.18% NEW $46.54 -1.6%
77 LOW LOWES COS INC Consumer Cyclical 2,815.0 $679K 0.18% NEW $241.16 -9.5%
78 FDX FEDEX CORP Industrials 2,349.0 $679K 0.18% NEW $288.86 +29.8%
79 WMT WALMART INC Consumer Defensive 6,071.0 $676K 0.18% NEW $111.41 +20.5%
80 SYK STRYKER CORPORATION Healthcare 1,817.0 $639K 0.17% NEW $351.47 -9.6%
Page 4 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%