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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 9 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ISRG INTUITIVE SURGICAL INC Healthcare 591.0 $272K 0.06% -10.0 -1.7% $460.99 -4.2%
162 VO VANGUARD INDEX FDS 936.0 $269K 0.06% +181.0 +24.0% $287.18 -73.2%
163 IREN IREN LIMITED Financial Services 7,795.0 $267K 0.06% NEW $34.28 +39.3%
164 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 7,111.0 $266K 0.06% $37.44 +3.3%
165 PEP PEPSICO INC Consumer Defensive 1,714.0 $266K 0.06% NEW $155.33 -3.2%
166 APOS APOLLO GLOBAL MGMT INC Financial Services 2,388.0 $266K 0.06% +430.0 +22.0% $111.42 -76.7%
167 VRTX VERTEX PHARMACEUTICALS INC Healthcare 590.0 $263K 0.06% +29.0 +5.2% $446.54 -2.7%
168 ABT ABBOTT LABORATORIES Healthcare 2,541.0 $261K 0.06% -121.0 -4.5% $102.67 -13.9%
169 IEMG ISHARES INC 3,639.0 $254K 0.06% -672.0 -15.6% $69.75 +14.6%
170 WCMI FIRST TR EXCHANGE-TRADED FD 15,062.0 $253K 0.06% NEW $16.77 +11.6%
171 IEFA ISHARES TR 2,768.0 $251K 0.06% -1K -30.2% $90.53 +7.0%
172 ITOT ISHARES TR 1,754.0 $250K 0.06% NEW $142.41 +13.6%
173 BA BOEING CO Industrials 1,254.0 $250K 0.06% -195.0 -13.5% $199.03 +11.6%
174 BKLN INVESCO EXCH TRADED FD TR II 12,227.0 $250K 0.06% $20.41 +0.4%
175 IWO ISHARES TR 793.0 $249K 0.06% -445.0 -36.0% $313.81 +15.7%
176 PPL PPL CORP Utilities 6,509.0 $249K 0.06% -4K -35.0% $38.20 -7.7%
177 PHM PULTE GROUP INC Consumer Cyclical 2,114.0 $249K 0.06% -55.0 -2.5% $117.61 -5.6%
178 KR KROGER CO Consumer Defensive 3,405.0 $246K 0.06% NEW $72.36 -2.4%
179 DVN DEVON ENERGY CORP NEW Energy 4,865.0 $245K 0.06% NEW $50.32 -1.3%
180 NRK NUVEEN NY AMT FREE Financial Services 23,780.0 $243K 0.06% $10.21 +1.1%
Page 9 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%