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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 1 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 5,380.0 $3.5M 0.79% -379.0 -6.6% $650.39 +12.8%
2 MSFT MICROSOFT CORP Technology 8,897.0 $3.3M 0.74% -498.0 -5.3% $370.18 +14.4%
3 JMUB J P MORGAN EXCHANGE TRADED F 60,414.0 $3.0M 0.68% -32K -34.8% $49.99 -0.3%
4 MUNI PIMCO ETF TR 47,613.0 $2.5M 0.56% -2K -3.7% $52.19 -0.6%
5 GOOGL ALPHABET INC Communication Services 8,339.0 $2.4M 0.54% -320.0 -3.7% $287.57 +38.0%
6 TSLA TESLA INC Consumer Cyclical 5,149.0 $1.9M 0.43% -111.0 -2.1% $371.75 +10.3%
7 XOM EXXON MOBIL CORP Energy 7,903.0 $1.3M 0.30% -2K -18.7% $169.66 -5.4%
8 CAT CATERPILLAR INC Industrials 1,742.0 $1.2M 0.28% -18.0 -1.0% $708.48 +21.4%
9 VTI VANGUARD INDEX FDS 3,446.0 $1.1M 0.25% -872.0 -20.2% $320.81 +12.2%
10 FLTR VANECK ETF TRUST 43,312.0 $1.1M 0.25% -3K -7.3% $25.48 +0.2%
11 PM PHILIP MORRIS INTL INC Consumer Defensive 6,566.0 $1.1M 0.24% -342.0 -5.0% $165.34 +15.8%
12 VTEB VANGUARD MUN BD FDS 20,374.0 $1.0M 0.23% -28K -58.0% $49.89 -0.4%
13 ABBV ABBVIE INC Healthcare 4,552.0 $990K 0.22% -85.0 -1.8% $217.49 -1.7%
14 JPM JPMORGAN CHASE & CO Financial Services 3,304.0 $972K 0.22% -59.0 -1.8% $294.16 +2.2%
15 IBM INTERNATIONAL BUSINESS MACHS Technology 3,990.0 $967K 0.22% -58.0 -1.4% $242.39 -8.1%
16 VIRTUS DIVIDEND INTEREST & P 74,131.0 $935K 0.21% -389.0 -0.5% $12.61
17 AVUV AMERICAN CENTY ETF TR 8,444.0 $933K 0.21% -2K -22.3% $110.47 +6.1%
18 VSGX VANGUARD WORLD FD 11,975.0 $859K 0.19% -631.0 -5.0% $71.73 +9.2%
19 IVV ISHARES TR 1,274.0 $832K 0.19% -7K -84.2% $653.21 +12.9%
20 FDX FEDEX CORP Industrials 2,284.0 $814K 0.18% -65.0 -2.8% $356.18 +3.8%
Page 1 of 5  ·  98 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%