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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 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 INTC INTEL CORP Technology 17,235.0 $761K 0.17% $44.13 +145.1%
62 BERKSHIRE HATHAWAY INC DEL 1,576.0 $755K 0.17% -195.0 -11.0% $479.20
63 HD HOME DEPOT INC Consumer Cyclical 2,294.0 $754K 0.17% +32.0 +1.4% $328.89 -8.8%
64 JAAA JANUS DETROIT STR TR 14,869.0 $749K 0.17% -869.0 -5.5% $50.37 +0.5%
65 AXP AMERICAN EXPRESS CO Financial Services 2,446.0 $740K 0.17% $302.48 +2.3%
66 XHB SPDR SERIES TRUST 7,470.0 $737K 0.17% -54.0 -0.7% $98.72 -3.9%
67 LLY ELI LILLY & CO Healthcare 779.0 $717K 0.16% +5.0 +0.7% $919.77 +7.4%
68 ESML ISHARES TR 15,226.0 $716K 0.16% -668.0 -4.2% $47.02 +7.4%
69 NOW SERVICENOW INC Technology 6,820.0 $713K 0.16% NEW $104.55 -1.1%
70 NVS NOVARTIS AG Healthcare 4,634.0 $708K 0.16% +522.0 +12.7% $152.75 -2.4%
71 NEE NEXTERA ENERGY INC Utilities 7,469.0 $694K 0.16% -461.0 -5.8% $92.88 +0.5%
72 MCK MCKESSON CORP Healthcare 799.0 $691K 0.16% -49.0 -5.8% $865.36 -10.3%
73 IVE ISHARES TR 3,231.0 $682K 0.15% -2K -43.2% $211.15 +6.3%
74 T AT&T INC Communication Services 23,492.0 $681K 0.15% +4K +23.3% $28.99 -15.7%
75 IWD ISHARES TR 3,105.0 $663K 0.15% -1K -29.7% $213.67 +8.4%
76 LOW LOWES COS INC Consumer Cyclical 2,807.0 $663K 0.15% $236.28 -7.7%
77 NFLX NETFLIX INC. Communication Services 6,881.0 $662K 0.15% +1K +25.5% $96.15 -6.8%
78 BAC BANK AMERICA CORP Financial Services 13,384.0 $652K 0.15% $48.75 +4.0%
79 GOOG ALPHABET INC Communication Services 2,249.0 $645K 0.15% -205.0 -8.3% $286.86 +37.0%
80 SPGI S&P GLOBAL INC Financial Services 1,507.0 $641K 0.14% -62.0 -4.0% $425.34 -1.9%
Page 4 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%