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Portfolio (Quarterly) Guide ↗

Opal Wealth Advisors, LLC

· CIK 0001844201
13F Portfolio $463M AUM 224 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 110 Added 76 Reduced 390 Exited
Page 6 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IMMUNITYBIO INC 26,574.0 $233K 0.05% +3K +12.4% $8.76
102 VUG VANGUARD INDEX FDS 2,699.0 $233K 0.05% +2K +843.7% $86.15 +2.0%
103 NEBIUS GROUP N.V. 798.0 $220K 0.05% +16.0 +2.0% $276.17
104 HSY HERSHEY CO Consumer Defensive 1,242.0 $218K 0.05% +647.0 +108.7% $175.45 +4.6%
105 DSTL ETF SER SOLUTIONS 3,599.0 $216K 0.05% +21.0 +0.6% $59.90 +13.6%
106 MCD MCDONALDS CORP Consumer Cyclical 780.0 $211K 0.05% +488.0 +167.1% $270.31 -1.2%
107 CGHM CAPITAL GRP FIXED INCM ETF T 7,882.0 $204K 0.04% +74.0 +0.9% $25.85 -1.9%
108 VIG VANGUARD SPECIALIZED FUNDS 861.0 $204K 0.04% +500.0 +138.5% $236.62 +3.3%
109 PWB INVESCO EXCHANGE TRADED FD T 1,201.0 $202K 0.04% +728.0 +153.9% $168.46 -5.7%
110 NAN NUVEEN NY DIVI ADV Financial Services 12,704.0 $149K 0.03% +140.0 +1.1% $11.73 -5.6%
Page 6 of 6  ·  110 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
Technology 31.8%
Financial Services 26.7%
Healthcare 10.2%
Consumer Cyclical 7.9%
Industrials 6.8%
Communication Services 6.7%
Consumer Defensive 3.8%
Energy 2.4%
Utilities 2.2%
Basic Materials 0.9%