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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 3 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UNH UNITEDHEALTH GROUP INC Healthcare 3,772.0 $1.0M 0.23% +104.0 +2.8% $270.60 +44.5%
42 VTEB VANGUARD MUN BD FDS 20,374.0 $1.0M 0.23% -28K -58.0% $49.89 -0.4%
43 AVGO BROADCOM INC Technology 3,209.0 $993K 0.22% +153.0 +5.0% $309.46 +32.8%
44 ABBV ABBVIE INC Healthcare 4,552.0 $990K 0.22% -85.0 -1.8% $217.49 -1.7%
45 EVTR MORGAN STANLEY ETF TRUST 19,327.0 $981K 0.22% $50.75 -1.2%
46 JPM JPMORGAN CHASE & CO Financial Services 3,304.0 $972K 0.22% -59.0 -1.8% $294.16 +2.2%
47 IBM INTERNATIONAL BUSINESS MACHS Technology 3,990.0 $967K 0.22% -58.0 -1.4% $242.39 -8.1%
48 VIRTUS DIVIDEND INTEREST & P 74,131.0 $935K 0.21% -389.0 -0.5% $12.61
49 AVUV AMERICAN CENTY ETF TR 8,444.0 $933K 0.21% -2K -22.3% $110.47 +6.1%
50 VZ VERIZON COMMUNICATIONS INC Communication Services 18,057.0 $906K 0.20% +3K +23.0% $50.20 -6.9%
51 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,645.0 $894K 0.20% $337.95 +17.2%
52 VSGX VANGUARD WORLD FD 11,975.0 $859K 0.19% -631.0 -5.0% $71.73 +9.2%
53 KO COCA COLA CO Consumer Defensive 11,125.0 $846K 0.19% +548.0 +5.2% $76.05 +6.8%
54 IVV ISHARES TR 1,274.0 $832K 0.19% -7K -84.2% $653.21 +12.9%
55 QQQ INVESCO QQQ TR Financial Services 1,440.0 $831K 0.19% +18.0 +1.3% $577.19 +21.5%
56 JNJ JOHNSON & JOHNSON Healthcare 3,398.0 $831K 0.19% +43.0 +1.3% $244.43 -6.3%
57 FDX FEDEX CORP Industrials 2,284.0 $814K 0.18% -65.0 -2.8% $356.18 +3.8%
58 ALL ALLSTATE CORP Financial Services 3,910.0 $811K 0.18% +2K +86.7% $207.34 +8.3%
59 IVW ISHARES TR 6,887.0 $779K 0.18% -961.0 -12.2% $113.11 +18.9%
60 RIV RIVERNORTH OPPORTUNITIES FD Financial Services 68,577.0 $761K 0.17% -1K -1.8% $11.10 +1.7%
Page 3 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%