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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 14 of 21  ·  404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PJT PJT PARTNERS INC Financial Services 268.0 $37K 0.01% NEW $139.72 +10.1%
262 QXO QXO INC Industrials 1,911.0 $37K 0.01% NEW $19.42 -17.9%
263 SNN SMITH & NEPHEW PLC Healthcare 1,156.0 $37K 0.01% NEW $31.78 -3.0%
264 CELH CELSIUS HLDGS INC Consumer Defensive 1,029.0 $37K 0.01% NEW $35.48 -19.3%
265 IESC IES HOLDINGS INC Industrials 76.0 $36K 0.01% NEW $476.47 +34.2%
266 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 163.0 $36K 0.01% NEW $222.07 +61.6%
267 PPLT ABRDN PLATINUM ETF TRUST Financial Services 200.0 $36K 0.01% NEW $178.23 -90.2%
268 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 4,700.0 $35K 0.01% NEW $7.54 +3.3%
269 ILMN ILLUMINA INC Healthcare 282.0 $35K 0.01% NEW $123.26 +14.9%
270 HLN HALEON PLC Healthcare 3,431.0 $34K 0.01% NEW $10.01 -8.1%
271 TIP ISHARES TR 307.0 $34K 0.01% NEW $110.36 +0.0%
272 SPMD SPDR SERIES TRUST 568.0 $34K 0.01% NEW $59.22 +7.8%
273 LDUR PIMCO ETF TR 351.0 $34K 0.01% NEW $95.82 -0.4%
274 FN FABRINET Technology 64.0 $33K 0.01% NEW $521.53 +30.0%
275 VXUS VANGUARD STAR FDS 432.0 $33K 0.01% NEW $77.11 +9.2%
276 INVH INVITATION HOMES INC Real Estate 1,320.0 $33K 0.01% NEW $24.85 +15.4%
277 DAPP VANECK ETF TRUST 2,192.0 $33K 0.01% NEW $14.92 +37.5%
278 CRSP CRISPR THERAPEUTICS AG Healthcare 681.0 $32K 0.01% NEW $47.57 +0.0%
279 FSS FEDERAL SIGNAL CORP Industrials 299.0 $32K 0.01% NEW $108.14 +1.3%
280 CDW CDW CORP Technology 267.0 $32K 0.01% NEW $121.02 -12.2%
Page 14 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%