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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 2 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVW ISHARES TR 6,887.0 $779K 0.18% -961.0 -12.2% $113.11 +18.9%
22 RIV RIVERNORTH OPPORTUNITIES FD Financial Services 68,577.0 $761K 0.17% -1K -1.8% $11.10 +1.7%
23 BERKSHIRE HATHAWAY INC DEL 1,576.0 $755K 0.17% -195.0 -11.0% $479.20
24 JAAA JANUS DETROIT STR TR 14,869.0 $749K 0.17% -869.0 -5.5% $50.37 +0.5%
25 XHB SPDR SERIES TRUST 7,470.0 $737K 0.17% -54.0 -0.7% $98.72 -3.9%
26 ESML ISHARES TR 15,226.0 $716K 0.16% -668.0 -4.2% $47.02 +7.4%
27 NEE NEXTERA ENERGY INC Utilities 7,469.0 $694K 0.16% -461.0 -5.8% $92.88 +0.5%
28 MCK MCKESSON CORP Healthcare 799.0 $691K 0.16% -49.0 -5.8% $865.36 -10.3%
29 IVE ISHARES TR 3,231.0 $682K 0.15% -2K -43.2% $211.15 +6.3%
30 IWD ISHARES TR 3,105.0 $663K 0.15% -1K -29.7% $213.67 +8.4%
31 GOOG ALPHABET INC Communication Services 2,249.0 $645K 0.15% -205.0 -8.3% $286.86 +37.0%
32 SPGI S&P GLOBAL INC Financial Services 1,507.0 $641K 0.14% -62.0 -4.0% $425.34 -1.9%
33 RSP INVESCO EXCHANGE TRADED FD T 3,314.0 $636K 0.14% -408.0 -11.0% $191.92 +5.1%
34 GCOW PACER FDS TR 13,540.0 $626K 0.14% -238.0 -1.7% $46.24 +0.8%
35 DIS DISNEY WALT CO Communication Services 6,182.0 $596K 0.14% -207.0 -3.2% $96.39 +7.8%
36 C CITIGROUP INC Financial Services 5,094.0 $578K 0.13% -128.0 -2.5% $113.41 +5.8%
37 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,313.0 $514K 0.12% -195.0 -12.9% $391.76 +89.1%
38 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,018.0 $500K 0.11% -59.0 -5.5% $491.53 -10.1%
39 ASML ASML HLDG NV Technology 378.0 $499K 0.11% -22.0 -5.5% $1320.83 +10.5%
40 UNP UNION PAC CORP Industrials 1,956.0 $475K 0.11% -134.0 -6.4% $242.62 +13.4%
Page 2 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%