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Portfolio (Quarterly) Guide ↗

Opal Wealth Advisors, LLC

· CIK 0001844201
13F Portfolio $384M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 206 New
Page 6 of 11  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AMGN AMGEN INC Healthcare 1,394.0 $456K 0.12% NEW $327.31 +1.3%
102 COST COSTCO WHSL CORP NEW Consumer Defensive 528.0 $455K 0.12% NEW $862.35 +26.9%
103 SCHW SCHWAB CHARLES CORP Financial Services 4,548.0 $454K 0.12% NEW $99.91 -8.1%
104 DIVO AMPLIFY ETF TR 10,129.0 $451K 0.12% NEW $44.50 +2.8%
105 MEGI NYLI CBRE GBL INFR MEGTRNDS Financial Services 32,471.0 $447K 0.12% NEW $13.76 +10.9%
106 PGR PROGRESSIVE CORP Financial Services 1,935.0 $441K 0.12% NEW $227.72 -10.9%
107 HON HONEYWELL INTL INC Industrials 2,254.0 $440K 0.12% NEW $195.07 +11.3%
108 ALL ALLSTATE CORP Financial Services 2,094.0 $436K 0.11% NEW $208.15 +6.6%
109 NSC NORFOLK SOUTHN CORP Industrials 1,504.0 $434K 0.11% NEW $288.72 +10.2%
110 BLK BLACKROCK INC Financial Services 405.0 $433K 0.11% NEW $1070.34 -1.8%
111 ASML ASML HOLDING N V Technology 400.0 $428K 0.11% NEW $1069.86 +44.9%
112 JGRO J P MORGAN EXCHANGE TRADED F 4,500.0 $418K 0.11% NEW $92.80 +4.5%
113 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,508.0 $415K 0.11% NEW $275.39 +166.3%
114 CGXU CAPITAL GROUP INTL FOCUS EQT 13,969.0 $413K 0.11% NEW $29.55 +12.0%
115 ASTRAZENECA PLC 4,465.0 $410K 0.11% NEW $91.93
116 VYMI VANGUARD WHITEHALL FDS 4,542.0 $409K 0.11% NEW $90.00 +11.0%
117 GM GENERAL MTRS CO Consumer Cyclical 5,006.0 $407K 0.11% NEW $81.32 -10.7%
118 DUK DUKE ENERGY CORP NEW Utilities 3,432.0 $402K 0.10% NEW $117.21 +6.3%
119 IWO ISHARES TR 1,238.0 $400K 0.10% NEW $323.01 +12.4%
120 CVX CHEVRON CORP NEW Energy 2,624.0 $400K 0.10% NEW $152.39 +29.4%
Page 6 of 11  ·  206 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 29.4%
Technology 29.2%
Healthcare 9.4%
Consumer Cyclical 8.6%
Communication Services 7.3%
Industrials 7.0%
Consumer Defensive 3.3%
Energy 2.3%
Utilities 2.2%
Basic Materials 0.9%