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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	ASTRAZENECA PLC	—	4,465	$410K	0.11%	SOLD
2	AGGY	WISDOMTREE TR	—	8,900	$392K	0.10%	SOLD
3	CRWD	CROWDSTRIKE HLDGS INC	Technology	636	$298K	0.08%	SOLD
4	UMAC	UNUSUAL MACHS INC	Financial Services	10,000	$127K	0.03%	SOLD

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%