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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 2 of 21  ·  404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LMT LOCKHEED MARTIN CORP Industrials 327.0 $198K 0.04% NEW $604.30 -13.5%
22 INGERSOLL RAND INC 2,432.0 $195K 0.04% NEW $80.12
23 BIL SPDR SERIES TRUST 2,076.0 $190K 0.04% NEW $91.64 -0.1%
24 MA MASTERCARD INCORPORATED Financial Services 380.0 $190K 0.04% NEW $499.70 -1.4%
25 BX BLACKSTONE INC Financial Services 1,603.0 $184K 0.04% NEW $114.96 -1.9%
26 RIGS ALPS ETF TR 7,995.0 $183K 0.04% NEW $22.86 -0.5%
27 BXSL BLACKSTONE SECD LENDING FD Financial Services 7,619.0 $180K 0.04% NEW $23.69 -0.5%
28 CINF CINCINNATI FINL CORP Financial Services 1,133.0 $178K 0.04% NEW $157.35 +6.1%
29 VOE VANGUARD INDEX FDS 966.0 $178K 0.04% NEW $184.28 +3.9%
30 PG PROCTER & GAMBLE CO Consumer Defensive 1,221.0 $176K 0.04% NEW $144.50 -2.3%
31 IBIT ISHARES BITCOIN TRUST ETF Financial Services 4,488.0 $172K 0.04% NEW $38.42 +13.8%
32 ISCG ISHARES TR 3,146.0 $172K 0.04% NEW $54.80 +9.0%
33 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 1,746.0 $172K 0.04% NEW $98.42 -2.4%
34 WCLD WISDOMTREE TR 6,231.0 $170K 0.04% NEW $27.32 +7.0%
35 XEL XCEL ENERGY INC Utilities 2,102.0 $167K 0.04% NEW $79.44 +0.9%
36 EFV ISHARES TR 2,195.0 $163K 0.04% NEW $74.35 +4.7%
37 SHW SHERWIN WILLIAMS CO Basic Materials 497.0 $159K 0.04% NEW $320.55 -8.0%
38 SE SEA LTD Consumer Cyclical 1,917.0 $159K 0.04% NEW $82.81 +4.0%
39 ANET ARISTA NETWORKS INC Technology 1,289.0 $158K 0.04% NEW $122.78 +15.6%
40 CNP CENTERPOINT ENERGY INC Utilities 3,622.0 $156K 0.04% NEW $43.16 -1.1%
Page 2 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%