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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 11 of 21  ·  404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MET METLIFE INC Financial Services 702.0 $50K 0.01% NEW $70.72 +14.6%
202 EUFN ISHARES TR 1,424.0 $50K 0.01% NEW $34.85 +10.1%
203 GSK GSK PLC Healthcare 899.0 $50K 0.01% NEW $55.19 -7.5%
204 KMI KINDER MORGAN INC DEL Energy 1,460.0 $49K 0.01% NEW $33.53 +2.3%
205 MDLZ MONDELEZ INTL INC Consumer Defensive 847.0 $49K 0.01% NEW $57.62 +6.4%
206 DLR DIGITAL RLTY TR INC Real Estate 269.0 $48K 0.01% NEW $180.16 +3.4%
207 IWM ISHARES TR 195.0 $48K 0.01% NEW $248.00 +12.8%
208 LGND LIGAND PHARMACEUTICALS INC Healthcare 241.0 $48K 0.01% NEW $199.65 +4.1%
209 STRL STERLING INFRASTRUCTURE INC Industrials 117.0 $48K 0.01% NEW $407.27 +78.8%
210 PICK ISHARES INC 841.0 $48K 0.01% NEW $56.59 +10.8%
211 BOND PIMCO ETF TR 510.0 $47K 0.01% NEW $92.28 -1.2%
212 WCN WASTE CONNECTIONS INC Industrials 289.0 $47K 0.01% NEW $162.44 -3.1%
213 BIIB BIOGEN INC Healthcare 256.0 $47K 0.01% NEW $183.33 +2.4%
214 SITM SITIME CORP Technology 135.0 $47K 0.01% NEW $345.36 +100.9%
215 COPX GLOBAL X FDS 610.0 $47K 0.01% NEW $76.35 +7.8%
216 BDX BECTON DICKINSON & CO Healthcare 296.0 $47K 0.01% NEW $157.23 -6.5%
217 CSX CSX CORP Industrials 1,133.0 $47K 0.01% NEW $41.05 +12.3%
218 PNC PNC FINL SVCS GROUP INC Financial Services 223.0 $46K 0.01% NEW $208.09 +2.5%
219 REMX VANECK ETF TRUST 525.0 $46K 0.01% NEW $88.00 +8.2%
220 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 1,533.0 $46K 0.01% NEW $29.99 +14.5%
Page 11 of 21  ·  404 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%