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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 5 of 11  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NEE NEXTERA ENERGY INC Utilities 7,930.0 $637K 0.17% NEW $80.28 +12.2%
82 JCPB J P MORGAN EXCHANGE TRADED F 13,445.0 $637K 0.17% NEW $47.35 -1.7%
83 INTC INTEL CORP Technology 17,153.0 $633K 0.17% NEW $36.90 +200.3%
84 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,077.0 $624K 0.16% NEW $579.45 -22.7%
85 ORCL ORACLE CORP Technology 3,149.0 $614K 0.16% NEW $194.91 -6.9%
86 C CITIGROUP INC Financial Services 5,222.0 $609K 0.16% NEW $116.69 +6.9%
87 FXE INVESCO CURRENCYSHARES EURO Financial Services 5,570.0 $604K 0.16% NEW $108.46 -1.1%
88 VZ VERIZON COMMUNICATIONS INC Communication Services 14,676.0 $598K 0.16% NEW $40.73 +17.2%
89 RTX RTX CORPORATION Industrials 3,180.0 $583K 0.15% NEW $183.39 -4.9%
90 QCOM QUALCOMM INC Technology 3,362.0 $575K 0.15% NEW $171.05 +14.4%
91 GCOW PACER FDS TR 13,778.0 $568K 0.15% NEW $41.22 +13.0%
92 NVS NOVARTIS AG Healthcare 4,112.0 $567K 0.15% NEW $137.87 +9.1%
93 COWZ PACER FDS TR 8,653.0 $521K 0.14% NEW $60.17 +5.6%
94 NFLX NETFLIX INC Communication Services 5,484.0 $514K 0.13% NEW $93.76 -4.7%
95 TBIL RBB FD INC 10,295.0 $513K 0.13% NEW $49.88 +0.1%
96 DSM BNY MELLON STRATEGIC MUN BD Financial Services 81,005.0 $500K 0.13% NEW $6.17 -2.8%
97 UNP UNION PAC CORP Industrials 2,090.0 $483K 0.13% NEW $231.32 +17.4%
98 FFA FIRST TR ENHANCED EQUITY INC Financial Services 21,776.0 $480K 0.12% NEW $22.02 +3.1%
99 T AT&T INC Communication Services 19,058.0 $473K 0.12% NEW $24.84 +0.6%
100 COF CAPITAL ONE FINL CORP Financial Services 1,910.0 $463K 0.12% NEW $242.36 -24.9%
Page 5 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%