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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 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MUNI PIMCO ETF TR 47,613.0 $2.5M 0.56% -2K -3.7% $52.19 -0.6%
22 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 15,798.0 $2.5M 0.56% $157.28 -0.8%
23 JPIE J P MORGAN EXCHANGE TRADED F 53,804.0 $2.5M 0.56% +3K +5.3% $46.07 -0.6%
24 GOOGL ALPHABET INC Communication Services 8,339.0 $2.4M 0.54% -320.0 -3.7% $287.57 +38.0%
25 GVI ISHARES TR 20,817.0 $2.2M 0.50% +1K +6.9% $106.68 -1.2%
26 EVSD MORGAN STANLEY ETF TRUST 38,822.0 $2.0M 0.45% +19K +100.3% $50.94 -0.2%
27 TSLA TESLA INC Consumer Cyclical 5,149.0 $1.9M 0.43% -111.0 -2.1% $371.75 +10.3%
28 SCHM SCHWAB STRATEGIC TR 60,268.0 $1.9M 0.42% +858.0 +1.4% $30.96 +8.4%
29 META META PLATFORMS INC Communication Services 2,436.0 $1.4M 0.32% +75.0 +3.2% $572.13 +6.8%
30 SHM SPDR SERIES TRUST 29,133.0 $1.4M 0.32% $47.83 -0.4%
31 CSCO CISCO SYS INC Technology 17,757.0 $1.4M 0.31% +564.0 +3.3% $77.59 +53.2%
32 XOM EXXON MOBIL CORP Energy 7,903.0 $1.3M 0.30% -2K -18.7% $169.66 -5.4%
33 V VISA INC Financial Services 4,359.0 $1.3M 0.30% +135.0 +3.2% $302.24 +10.1%
34 CAT CATERPILLAR INC Industrials 1,742.0 $1.2M 0.28% -18.0 -1.0% $708.48 +21.4%
35 PSBD PALMER SQUARE CAPITAL BDC IN Financial Services 122,809.0 $1.2M 0.27% +46K +60.9% $9.77 +9.2%
36 VTI VANGUARD INDEX FDS 3,446.0 $1.1M 0.25% -872.0 -20.2% $320.81 +12.2%
37 FLTR VANECK ETF TRUST 43,312.0 $1.1M 0.25% -3K -7.3% $25.48 +0.2%
38 PM PHILIP MORRIS INTL INC Consumer Defensive 6,566.0 $1.1M 0.24% -342.0 -5.0% $165.34 +15.8%
39 SUSB ISHARES TR 42,439.0 $1.1M 0.24% +3K +6.7% $25.07 -0.8%
40 DGRO ISHARES TR 14,837.0 $1.0M 0.23% +166.0 +1.1% $70.18 +4.8%
Page 2 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%