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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 5 of 21  ·  404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ORI OLD REP INTL CORP Financial Services 2,614.0 $104K 0.02% NEW $39.90 -0.8%
82 CANADIAN PACIFIC KANSAS CITY 1,311.0 $103K 0.02% NEW $78.66
83 SHEL SHELL PLC Energy 1,098.0 $102K 0.02% NEW $93.00 -4.8%
84 QBTS D-WAVE QUANTUM INC Technology 7,000.0 $101K 0.02% NEW $14.43 +29.1%
85 BBN BLACKROCK TAX MUNICPAL BD TR Financial Services 6,230.0 $101K 0.02% NEW $16.17 -3.7%
86 TLH ISHARES TR 993.0 $100K 0.02% NEW $100.72 -3.4%
87 OVV OVINTIV INC Energy 1,670.0 $99K 0.02% NEW $59.38 +4.6%
88 UBS UBS GROUP AG Financial Services 2,506.0 $98K 0.02% NEW $39.07 +17.9%
89 WMB WILLIAMS COS INC Energy 1,342.0 $98K 0.02% NEW $72.78 +9.7%
90 BAI BLACKROCK ETF TRUST 2,950.0 $97K 0.02% NEW $32.95 +38.6%
91 MTUM ISHARES TR 400.0 $96K 0.02% NEW $239.99 +23.4%
92 MBB ISHARES TR 988.0 $94K 0.02% NEW $94.95 -1.9%
93 VIGI VANGUARD WHITEHALL FDS 1,057.0 $94K 0.02% NEW $88.46 +5.0%
94 EPD ENTERPRISE PRODS PARTNERS L Energy 2,447.0 $93K 0.02% NEW $37.84 +5.6%
95 MCD MCDONALDS CORP Consumer Cyclical 292.0 $91K 0.02% NEW $310.79 -10.6%
96 IEF ISHARES TR 945.0 $90K 0.02% NEW $95.44 -2.3%
97 PH PARKER-HANNIFIN CORP Industrials 98.0 $88K 0.02% NEW $895.24 -4.6%
98 RNR RENAISSANCERE HLDGS LTD Financial Services 295.0 $88K 0.02% NEW $297.23 +1.9%
99 QYLD GLOBAL X FDS 5,111.0 $88K 0.02% NEW $17.15 +3.2%
100 THRO BLACKROCK ETF TRUST 2,403.0 $87K 0.02% NEW $36.22 +16.1%
Page 5 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%