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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 16 of 21  ·  404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 IOT SAMSARA INC Technology 943.0 $30K 0.01% NEW $31.69 -8.3%
302 SPYM SPDR SERIES TRUST 388.0 $30K 0.01% NEW $76.54 +13.1%
303 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 1,294.0 $30K 0.01% NEW $22.95 +0.5%
304 VCTR VICTORY CAP HLDGS INC DEL Financial Services 452.0 $30K 0.01% NEW $65.48 +25.9%
305 EBAY EBAY INC. Consumer Cyclical 325.0 $30K 0.01% NEW $91.02 +24.9%
306 NEM NEWMONT CORP Basic Materials 273.0 $30K 0.01% NEW $108.25 -2.8%
307 HWM HOWMET AEROSPACE INC Industrials 128.0 $29K 0.01% NEW $230.46 +11.2%
308 BCS BARCLAYS PLC Financial Services 1,394.0 $29K 0.01% NEW $21.16 +8.9%
309 XAR SPDR SERIES TRUST 116.0 $29K 0.01% NEW $254.17 +3.0%
310 EVR EVERCORE INC Financial Services 98.0 $29K 0.01% NEW $298.51 +9.7%
311 ENVA ENOVA INTL INC Financial Services 214.0 $29K 0.01% NEW $135.83 +18.5%
312 USRT ISHARES TR 490.0 $29K 0.01% NEW $59.19 +9.0%
313 IDCC INTERDIGITAL INC Technology 96.0 $29K 0.01% NEW $302.00 -12.9%
314 CGGR CAPITAL GROUP GROWTH ETF 715.0 $29K 0.01% NEW $40.19 +12.7%
315 FTEC FIDELITY COVINGTON TRUST 138.0 $29K 0.01% NEW $208.17 +28.3%
316 PRU PRUDENTIAL FINL INC Financial Services 292.0 $29K 0.01% NEW $97.69 +2.9%
317 PPA INVESCO EXCHANGE TRADED FD T 172.0 $29K 0.01% NEW $165.70 +0.1%
318 EMXC ISHARES INC 362.0 $28K 0.01% NEW $78.66 +17.8%
319 DELL DELL TECHNOLOGIES INC Technology 173.0 $28K 0.01% NEW $164.57 +45.8%
320 SOLZ VOLATILITY SHS TR 3,397.0 $28K 0.01% NEW $8.36 +1.7%
Page 16 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%