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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 29 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 672.0 $24K 0.01% NEW $35.44 -4.3%
562 LMAT LEMAITRE VASCULAR INC Healthcare 217.0 $24K 0.01% NEW $109.17 -7.6%
563 ACLS AXCELIS TECHNOLOGIES INC Technology 254.0 $24K 0.01% NEW $93.08 +53.9%
564 SONY SONY GROUP CORP Technology 1,139.0 $24K 0.01% NEW $20.70 +9.7%
565 EFA ISHARES TR 241.0 $23K 0.01% NEW $97.13 +4.9%
566 ALB ALBEMARLE CORP Basic Materials 130.0 $23K 0.01% NEW $179.88 -6.1%
567 TFC TRUIST FINL CORP Financial Services 508.0 $23K 0.01% NEW $45.94 +2.4%
568 AMD ADVANCED MICRO DEVICES INC Technology 114.0 $23K 0.01% NEW $203.44 +103.5%
569 VMC VULCAN MATLS CO Basic Materials 85.0 $23K 0.01% NEW $272.31 -2.2%
570 FISV FISERV INC Technology 408.0 $23K 0.01% NEW $55.80 +1.5%
571 KEYS KEYSIGHT TECHNOLOGIES INC Technology 80.0 $23K 0.01% NEW $282.38 +20.6%
572 FNF FIDELITY NATL FINL INC Financial Services 487.0 $23K 0.01% NEW $46.38 +6.7%
573 BNDX VANGUARD CHARLOTTE FDS 470.0 $23K 0.01% NEW $48.05 -1.0%
574 BOOT BOOT BARN HLDGS INC Consumer Cyclical 154.0 $23K 0.01% NEW $146.36 -3.3%
575 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 244.0 $23K 0.01% NEW $92.31 -0.6%
576 PSNL PERSONALIS INC Healthcare 3,500.0 $22K 0.01% NEW $6.37 +5.5%
577 SXI STANDEX INTL CORP Industrials 87.0 $22K 0.01% NEW $254.86 -1.4%
578 ACIW ACI WORLDWIDE INC Technology 539.0 $22K 0.01% NEW $41.01 +3.8%
579 SR SPIRE INC Utilities 244.0 $22K 0.01% NEW $90.52 -4.8%
580 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 75.0 $22K 0.01% NEW $292.76 +34.6%
Page 29 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%