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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 7 of 11  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MO ALTRIA GROUP INC Consumer Defensive 6,931.0 $400K 0.10% NEW $57.66 +28.3%
122 AMLP ALPS ETF TR 8,360.0 $393K 0.10% NEW $47.02 +15.7%
123 AGGY WISDOMTREE TR 8,900.0 $392K 0.10% NEW $44.05 -1.9%
124 PLD PROLOGIS INC. Real Estate 3,053.0 $390K 0.10% NEW $127.66 +11.6%
125 ITW ILLINOIS TOOL WKS INC Industrials 1,558.0 $384K 0.10% NEW $246.27 +0.4%
126 NOC NORTHROP GRUMMAN CORP Industrials 665.0 $379K 0.10% NEW $570.21 -2.4%
127 EFG ISHARES TR 3,304.0 $376K 0.10% NEW $113.92 +5.7%
128 FCX FREEPORT-MCMORAN INC Basic Materials 7,243.0 $368K 0.10% NEW $50.79 +15.6%
129 LUV SOUTHWEST AIRLS CO Industrials 8,826.0 $365K 0.10% NEW $41.33 -9.6%
130 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,269.0 $365K 0.10% NEW $287.25 +9.8%
131 GE GE AEROSPACE Industrials 1,176.0 $362K 0.09% NEW $308.04 -7.4%
132 URI UNITED RENTALS INC Industrials 447.0 $362K 0.09% NEW $809.32 +14.6%
133 VOO VANGUARD INDEX FDS 576.0 $361K 0.09% NEW $627.13 +8.7%
134 EMBX VANECK FDS 7,089.0 $359K 0.09% NEW $50.63 +0.9%
135 AEP AMERICAN ELEC PWR CO INC Utilities 3,112.0 $359K 0.09% NEW $115.31 +11.8%
136 IEFA ISHARES TR 3,967.0 $355K 0.09% NEW $89.46 +8.3%
137 PPL PPL CORP Utilities 10,009.0 $350K 0.09% NEW $35.02 +0.7%
138 ACWX ISHARES TR 5,128.0 $344K 0.09% NEW $67.13 +11.5%
139 INTU INTUIT Technology 519.0 $344K 0.09% NEW $662.42 -39.7%
140 PYLD PIMCO ETF TR 12,882.0 $344K 0.09% NEW $26.68 -1.7%
Page 7 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%