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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 5 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RSP INVESCO EXCHANGE TRADED FD T 3,314.0 $636K 0.14% -408.0 -11.0% $191.92 +5.1%
82 RTX RTX CORPORATION Industrials 3,272.0 $631K 0.14% +92.0 +2.9% $192.89 -8.8%
83 GCOW PACER FDS TR 13,540.0 $626K 0.14% -238.0 -1.7% $46.24 +0.8%
84 CVX CHEVRON CORPORATION Energy 2,945.0 $609K 0.14% +321.0 +12.2% $206.91 -5.2%
85 SYK STRYKER CORPORATION Healthcare 1,816.0 $597K 0.14% $328.59 -4.7%
86 DIS DISNEY WALT CO Communication Services 6,182.0 $596K 0.14% -207.0 -3.2% $96.39 +7.8%
87 JGRO J P MORGAN EXCHANGE TRADED F 6,867.0 $580K 0.13% +2K +52.6% $84.52 +13.4%
88 C CITIGROUP INC Financial Services 5,094.0 $578K 0.13% -128.0 -2.5% $113.41 +5.8%
89 COWZ PACER FDS TR 8,691.0 $544K 0.12% $62.56 +1.2%
90 TBIL RBB FD INC 10,724.0 $535K 0.12% +429.0 +4.2% $49.86 +0.2%
91 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 531.0 $529K 0.12% +3.0 +0.6% $996.43 +5.3%
92 HON HONEYWELL INTL INC Industrials 2,311.0 $522K 0.12% +57.0 +2.5% $226.02 -3.9%
93 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,313.0 $514K 0.12% -195.0 -12.9% $391.76 +89.1%
94 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,018.0 $500K 0.11% -59.0 -5.5% $491.53 -10.1%
95 ASML ASML HLDG NV Technology 378.0 $499K 0.11% -22.0 -5.5% $1320.83 +10.5%
96 AMGN AMGEN INC Healthcare 1,397.0 $492K 0.11% $351.85 -6.0%
97 VOO VANGUARD INDEX FDS 822.0 $491K 0.11% +246.0 +42.7% $597.55 +12.9%
98 ORCL ORACLE CORP Technology 3,260.0 $480K 0.11% +111.0 +3.5% $147.11 +26.9%
99 DIVO AMPLIFY ETF TR 10,681.0 $479K 0.11% +552.0 +5.5% $44.85 +1.4%
100 MEGI NYLI CBRE GBL INFR MEGTRNDS Financial Services 32,471.0 $477K 0.11% $14.69 +2.8%
Page 5 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%