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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 6 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 UNP UNION PAC CORP Industrials 1,956.0 $475K 0.11% -134.0 -6.4% $242.62 +13.4%
102 MO ALTRIA GROUP INC Consumer Defensive 6,836.0 $451K 0.10% -95.0 -1.4% $65.99 +11.7%
103 AMLP ALPS ETF TR 8,569.0 $451K 0.10% +209.0 +2.5% $52.64 +4.2%
104 CGXU CAPITAL GROUP INTL FOCUS EQT 15,218.0 $449K 0.10% +1K +8.9% $29.49 +9.9%
105 VYMI VANGUARD WHITEHALL FDS 4,733.0 $446K 0.10% +191.0 +4.2% $94.24 +4.7%
106 PGR PROGRESSIVE CORP Financial Services 2,226.0 $441K 0.10% +291.0 +15.0% $198.24 +2.9%
107 AZN ASTRAZENECA PLC Healthcare 2,198.0 $433K 0.10% NEW $197.22 -6.4%
108 FFA FIRST TR ENHANCED EQUITY Financial Services 21,116.0 $431K 0.10% -660.0 -3.0% $20.40 +9.6%
109 QCOM QUALCOMM INC Technology 3,324.0 $428K 0.10% -38.0 -1.1% $128.78 +58.1%
110 WMT WALMART INC Consumer Defensive 3,416.0 $425K 0.10% -3K -43.7% $124.28 +7.3%
111 DSM BNY MELLON STRATEGIC MUN BD Financial Services 69,464.0 $417K 0.09% -12K -14.2% $6.01 -0.7%
112 NSC NORFOLK SOUTHN CORP Industrials 1,454.0 $417K 0.09% -50.0 -3.3% $287.00 +11.5%
113 DUK DUKE ENERGY CORP NEW Utilities 3,180.0 $416K 0.09% -252.0 -7.3% $130.93 -6.2%
114 SCHW SCHWAB CHARLES CORP Financial Services 4,417.0 $415K 0.09% -131.0 -2.9% $93.98 -1.7%
115 VB VANGUARD INDEX FDS 1,578.0 $413K 0.09% +312.0 +24.6% $261.97 +6.5%
116 NOC NORTHROP GRUMMAN CORP Industrials 594.0 $405K 0.09% -71.0 -10.7% $682.24 -19.4%
117 ITW ILLINOIS TOOL WKS INC Industrials 1,556.0 $405K 0.09% $260.31 -4.2%
118 FCX FREEPORT MCMORAN INC Basic Materials 6,855.0 $403K 0.09% -388.0 -5.4% $58.78 +2.9%
119 BLK BLACKROCK INC Financial Services 416.0 $400K 0.09% +11.0 +2.7% $961.71 +7.8%
120 PLD PROLOGIS INC. Real Estate 2,992.0 $395K 0.09% -61.0 -2.0% $132.17 +7.7%
Page 6 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%