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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 4 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CALF PACER FDS TR 7,063.0 $317K 0.07% -608.0 -7.9% $44.87 +5.0%
62 JCI JOHNSON CONTROLS INTERNATION Industrials 2,417.0 $317K 0.07% -82.0 -3.3% $130.95 +4.9%
63 COF CAPITAL ONE FINL CORP Financial Services 1,716.0 $313K 0.07% -194.0 -10.2% $182.43 +2.6%
64 XLK SELECT SECTOR SPDR TR 2,352.0 $313K 0.07% -18.0 -0.8% $132.91 +30.3%
65 IUSB ISHARES TR 6,676.0 $308K 0.07% -8K -55.2% $46.19 -1.4%
66 JCPB J P MORGAN EXCHANGE TRADED F 6,472.0 $305K 0.07% -7K -51.9% $47.08 -1.7%
67 FVD FIRST TR EXCHANGE-TRADED FD 6,433.0 $303K 0.07% -502.0 -7.2% $47.03 +0.5%
68 URI UNITED RENTALS INC Industrials 407.0 $297K 0.07% -40.0 -8.9% $728.56 +29.6%
69 GS GOLDMAN SACHS GROUP INC Financial Services 347.0 $294K 0.07% -15.0 -4.1% $845.99 +11.9%
70 CME CME GROUP INC Financial Services 983.0 $290K 0.07% -90.0 -8.4% $295.35 +2.4%
71 LUV SOUTHWEST AIRLS CO Industrials 7,672.0 $288K 0.07% -1K -13.1% $37.57 +2.1%
72 GLD SPDR GOLD TR Financial Services 662.0 $285K 0.06% -6.0 -0.9% $430.29 -2.8%
73 LHX L3HARRIS TECHNOLOGIES INC Industrials 821.0 $283K 0.06% -10.0 -1.2% $345.15 -9.8%
74 ISRG INTUITIVE SURGICAL INC Healthcare 591.0 $272K 0.06% -10.0 -1.7% $460.99 -4.6%
75 ABT ABBOTT LABORATORIES Healthcare 2,541.0 $261K 0.06% -121.0 -4.5% $102.67 -13.5%
76 IEMG ISHARES INC 3,639.0 $254K 0.06% -672.0 -15.6% $69.75 +12.6%
77 IEFA ISHARES TR 2,768.0 $251K 0.06% -1K -30.2% $90.53 +5.3%
78 BA BOEING CO Industrials 1,254.0 $250K 0.06% -195.0 -13.5% $199.03 +8.0%
79 IWO ISHARES TR 793.0 $249K 0.06% -445.0 -36.0% $313.81 +12.6%
80 PPL PPL CORP Utilities 6,509.0 $249K 0.06% -4K -35.0% $38.20 -8.6%
Page 4 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%