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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 8 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EMBX VANECK FDS 6,366.0 $319K 0.07% -723.0 -10.2% $50.11 +2.0%
142 CALF PACER FDS TR 7,063.0 $317K 0.07% -608.0 -7.9% $44.87 +6.6%
143 JCI JOHNSON CONTROLS INTERNATION Industrials 2,417.0 $317K 0.07% -82.0 -3.3% $130.95 +3.4%
144 COF CAPITAL ONE FINL CORP Financial Services 1,716.0 $313K 0.07% -194.0 -10.2% $182.43 -0.2%
145 XLK SELECT SECTOR SPDR TR 2,352.0 $313K 0.07% -18.0 -0.8% $132.91 +33.3%
146 IUSB ISHARES TR 6,676.0 $308K 0.07% -8K -55.2% $46.19 -0.9%
147 VTV VANGUARD INDEX FDS 1,568.0 $308K 0.07% +307.0 +24.4% $196.20 +6.2%
148 JCPB J P MORGAN EXCHANGE TRADED F 6,472.0 $305K 0.07% -7K -51.9% $47.08 -1.1%
149 FVD FIRST TR EXCHANGE-TRADED FD 6,433.0 $303K 0.07% -502.0 -7.2% $47.03 +0.9%
150 URI UNITED RENTALS INC Industrials 407.0 $297K 0.07% -40.0 -8.9% $728.56 +27.3%
151 CTVA CORTEVA INC Basic Materials 3,535.0 $296K 0.07% +34.0 +1.0% $83.71 -5.6%
152 GS GOLDMAN SACHS GROUP INC Financial Services 347.0 $294K 0.07% -15.0 -4.1% $845.99 +9.8%
153 CME CME GROUP INC Financial Services 983.0 $290K 0.07% -90.0 -8.4% $295.35 +2.4%
154 LUV SOUTHWEST AIRLS CO Industrials 7,672.0 $288K 0.07% -1K -13.1% $37.57 -0.6%
155 GLD SPDR GOLD TR Financial Services 662.0 $285K 0.06% -6.0 -0.9% $430.29 -4.4%
156 LHX L3HARRIS TECHNOLOGIES INC Industrials 821.0 $283K 0.06% -10.0 -1.2% $345.15 -10.7%
157 PFE PFIZER INC Healthcare 9,957.0 $280K 0.06% +986.0 +11.0% $28.08 -8.6%
158 PANW PALO ALTO NETWORKS INC Technology 1,719.0 $276K 0.06% +117.0 +7.3% $160.32 +49.8%
159 CGMS CAPITAL GRP FIXED INCM ETF T 10,102.0 $275K 0.06% +53.0 +0.5% $27.23 +0.7%
160 REGN REGENERON PHARMACEUTICALS Healthcare 354.0 $274K 0.06% +11.0 +3.2% $772.86 -18.4%
Page 8 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%