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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 12 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DYNF BLACKROCK ETF TRUST 3,060.0 $178K 0.04% -307.0 -9.1% $58.18 +14.0%
222 VOE VANGUARD INDEX FDS 966.0 $178K 0.04% NEW $184.28 +4.4%
223 PG PROCTER & GAMBLE CO Consumer Defensive 1,221.0 $176K 0.04% NEW $144.50 -2.2%
224 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 3,285.0 $173K 0.04% $52.76 +14.3%
225 IBIT ISHARES BITCOIN TRUST ETF Financial Services 4,488.0 $172K 0.04% NEW $38.42 +14.5%
226 ISCG ISHARES TR 3,146.0 $172K 0.04% NEW $54.80 +10.7%
227 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 1,746.0 $172K 0.04% NEW $98.42 -3.1%
228 WCLD WISDOMTREE TR 6,231.0 $170K 0.04% NEW $27.32 +10.0%
229 XEL XCEL ENERGY INC Utilities 2,102.0 $167K 0.04% NEW $79.44 +0.4%
230 EFV ISHARES TR 2,195.0 $163K 0.04% NEW $74.35 +5.9%
231 SHW SHERWIN WILLIAMS CO Basic Materials 497.0 $159K 0.04% NEW $320.55 -6.7%
232 SE SEA LTD Consumer Cyclical 1,917.0 $159K 0.04% NEW $82.81 +5.4%
233 ANET ARISTA NETWORKS INC Technology 1,289.0 $158K 0.04% NEW $122.78 +14.4%
234 CNP CENTERPOINT ENERGY INC Utilities 3,622.0 $156K 0.04% NEW $43.16 -1.5%
235 MU MICRON TECHNOLOGY INC Technology 461.0 $156K 0.04% NEW $338.04 +106.7%
236 NRG NRG ENERGY INC Utilities 1,050.0 $153K 0.04% NEW $146.14 -15.3%
237 EWJ ISHARES INC 1,773.0 $150K 0.03% NEW $84.44 +8.0%
238 GILD GILEAD SCIENCES INC Healthcare 1,066.0 $149K 0.03% NEW $139.37 -6.4%
239 NXP NUVEEN SELECT TAX-FREE INCOM Financial Services 10,346.0 $148K 0.03% NEW $14.35 -1.2%
240 TJX TJX COS INC NEW Consumer Cyclical 912.0 $146K 0.03% NEW $159.70 -5.6%
Page 12 of 31  ·  606 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%