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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 9 of 20  ·  390 positions
# Ticker Company Sector Shares Value ↓ % Port Status
161 UNILEVER PLC 1,006 $57K 0.01% SOLD
162 MOD MODINE MFG CO Consumer Cyclical 264 $57K 0.01% SOLD
163 EW EDWARDS LIFESCIENCES CORP Healthcare 714 $57K 0.01% SOLD
164 MLM MARTIN MARIETTA MATLS INC Basic Materials 97 $57K 0.01% SOLD
165 NXPI NXP SEMICONDUCTORS N V Technology 289 $57K 0.01% SOLD
166 RGTI RIGETTI COMPUTING INC Technology 4,000 $56K 0.01% SOLD
167 AME AMETEK INC Industrials 261 $56K 0.01% SOLD
168 PII POLARIS INC Consumer Cyclical 1,026 $56K 0.01% SOLD
169 SLYV SPDR SERIES TRUST 585 $55K 0.01% SOLD
170 EFX EQUIFAX INC Industrials 302 $54K 0.01% SOLD
171 A AGILENT TECHNOLOGIES INC Healthcare 475 $54K 0.01% SOLD
172 QDPL PACER FDS TR 1,348 $54K 0.01% SOLD
173 BROS DUTCH BROS INC Consumer Cyclical 1,060 $54K 0.01% SOLD
174 SLYG SPDR SERIES TRUST 552 $53K 0.01% SOLD
175 FORTINET INC 650 $53K 0.01% SOLD
176 APLD APPLIED DIGITAL CORP Technology 2,230 $53K 0.01% SOLD
177 TEL TE CONNECTIVITY PLC Technology 252 $53K 0.01% SOLD
178 WFC WELLS FARGO & CO Financial Services 659 $52K 0.01% SOLD
179 PAYX PAYCHEX INC Industrials 552 $51K 0.01% SOLD
180 UHAL U HAUL HOLDING COMPANY Industrials 1,058 $51K 0.01% SOLD
Page 9 of 20  ·  390 positions
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%