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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHP SCHWAB STRATEGIC TR 10,828.0 $287K 0.06% NEW $26.50 -2.2%
2 HONEYWELL INTL INC 1,145.0 $256K 0.06% NEW $223.81
3 HONEYWELL AEROSPACE INC 1,151.0 $254K 0.06% NEW $221.08
4 KEEL KEEL INFRASTRUCTURE CORP Technology 10,000.0 $57K 0.01% NEW $5.74 -37.5%
5 DNN DENISON MINES CORP Energy 15,855.0 $49K 0.01% NEW $3.06 +0.2%
6 JFB JFB CONSTR HLDGS Real Estate 10,000.0 $48K 0.01% NEW $4.81 -11.6%
7 GT BIOPHARMA INC 81,811.0 $40K 0.01% NEW $0.49
8 BBAI BIGBEAR AI HLDGS INC Technology 10,000.0 $37K 0.01% NEW $3.67 -13.6%

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%