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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 13 of 21  ·  404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DOCN DIGITALOCEAN HLDGS INC Technology 476.0 $41K 0.01% NEW $85.78 +86.2%
242 CCI CROWN CASTLE INC Real Estate 498.0 $40K 0.01% NEW $81.31 +13.4%
243 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 147.0 $40K 0.01% NEW $275.18 -9.6%
244 MLI MUELLER INDS INC Industrials 364.0 $40K 0.01% NEW $110.80 +20.6%
245 GDDY GODADDY INC Technology 485.0 $40K 0.01% NEW $82.67 +10.2%
246 ARES ARES MANAGEMENT CORPORATION Financial Services 367.0 $40K 0.01% NEW $109.10 +12.5%
247 IDA IDACORP INC Utilities 280.0 $40K 0.01% NEW $142.97 -1.1%
248 USB US BANCORP Financial Services 763.0 $40K 0.01% NEW $52.04 +4.5%
249 PRF INVESCO EXCHANGE TRADED FD T 826.0 $39K 0.01% NEW $47.53 +10.5%
250 MFC MANULIFE FINL CORP Financial Services 1,135.0 $39K 0.01% NEW $34.44 +11.9%
251 SLV ISHARES SILVER TR Financial Services 570.0 $39K 0.01% NEW $68.14 +0.8%
252 ECL ECOLAB INC Basic Materials 146.0 $39K 0.01% NEW $266.02 -6.5%
253 WTFC WINTRUST FINL CORP Financial Services 277.0 $38K 0.01% NEW $138.94 +7.7%
254 WEC WEC ENERGY GROUP INC Utilities 332.0 $38K 0.01% NEW $115.77 -4.4%
255 MTDR MATADOR RES CO Energy 607.0 $38K 0.01% NEW $63.18 -5.1%
256 MSCI MSCI INC Financial Services 71.0 $38K 0.01% NEW $539.01 +8.2%
257 IQVIA HLDGS INC 224.0 $38K 0.01% NEW $170.54
258 SRE SEMPRA Utilities 387.0 $38K 0.01% NEW $97.17 -6.1%
259 SNOW SNOWFLAKE INC Technology 249.0 $38K 0.01% NEW $150.82 +8.7%
260 NDAQ NASDAQ INC Financial Services 442.0 $38K 0.01% NEW $84.89 +6.5%
Page 13 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%