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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 6 of 21  ·  404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ATO ATMOS ENERGY CORP Utilities 470.0 $87K 0.02% NEW $184.84 -4.8%
102 CGBL CAPITAL GROUP CORE BALANCED 2,516.0 $87K 0.02% NEW $34.41 +7.5%
103 PBR PETROLEO BRASILEIRO S A Energy 4,167.0 $86K 0.02% NEW $20.75 -1.6%
104 CMCSA COMCAST CORP NEW Communication Services 2,970.0 $85K 0.02% NEW $28.71 -13.6%
105 ICICI BANK LIMITED 3,280.0 $85K 0.02% NEW $25.90
106 BAB INVESCO EXCH TRADED FD TR II 3,143.0 $85K 0.02% NEW $26.96 -1.8%
107 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 1,109.0 $84K 0.02% NEW $76.16 +4.9%
108 QQQM INVESCO EXCH TRADED FD TR II 353.0 $84K 0.02% NEW $237.62 +23.6%
109 GD GENERAL DYNAMICS CORP Industrials 243.0 $83K 0.02% NEW $342.71 -0.7%
110 FERG FERGUSON ENTERPRISES INC Industrials 354.0 $83K 0.02% NEW $233.26 -5.0%
111 ARKW ARK ETF TR 684.0 $82K 0.02% NEW $120.61 +20.1%
112 SBUX STARBUCKS CORP Consumer Cyclical 913.0 $82K 0.02% NEW $89.59 +18.7%
113 IFRA ISHARES TR 1,428.0 $82K 0.02% NEW $57.20 +5.3%
114 NEBIUS GROUP N.V. 782.0 $81K 0.02% NEW $103.76
115 ACGL ARCH CAP GROUP LTD Financial Services 845.0 $81K 0.02% NEW $95.99 +0.9%
116 CRWV COREWEAVE INC Technology 1,024.0 $79K 0.02% NEW $77.47 +28.8%
117 MLPX GLOBAL X FDS 1,070.0 $79K 0.02% NEW $73.94 +3.4%
118 DE DEERE & CO Industrials 140.0 $79K 0.02% NEW $563.99 -1.0%
119 WM WASTE MGMT INC DEL Industrials 343.0 $79K 0.02% NEW $229.79 -3.2%
120 GOVT ISHARES TR 3,428.0 $79K 0.02% NEW $22.91 -1.3%
Page 6 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%