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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 8 of 11  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XLK SELECT SECTOR SPDR TR 2,370.0 $341K 0.09% NEW $143.98 +23.0%
142 ISRG INTUITIVE SURGICAL INC Healthcare 601.0 $340K 0.09% NEW $566.36 -22.0%
143 CALF PACER FDS TR 7,671.0 $340K 0.09% NEW $44.37 +7.8%
144 UBER UBER TECHNOLOGIES INC Technology 4,155.0 $340K 0.09% NEW $81.71 -9.3%
145 GDX VANECK ETF TRUST 3,927.0 $337K 0.09% NEW $85.78 +0.7%
146 HTAB HARTFORD FDS EXCHANGE TRADED 17,572.0 $337K 0.09% NEW $19.15 -1.1%
147 ABT ABBOTT LABS Healthcare 2,662.0 $334K 0.09% NEW $125.29 -29.5%
148 IJR ISHARES TR 2,762.0 $332K 0.09% NEW $120.18 +13.0%
149 VB VANGUARD INDEX FDS 1,266.0 $327K 0.09% NEW $258.04 +10.3%
150 FVD FIRST TR EXCHANGE-TRADED FD 6,935.0 $320K 0.08% NEW $46.08 +3.0%
151 GS GOLDMAN SACHS GROUP INC Financial Services 362.0 $318K 0.08% NEW $879.35 +5.6%
152 CAH CARDINAL HEALTH INC Healthcare 1,538.0 $316K 0.08% NEW $205.50 -3.1%
153 BA BOEING CO Industrials 1,449.0 $315K 0.08% NEW $217.12 +2.3%
154 VLO VALERO ENERGY CORP Energy 1,931.0 $314K 0.08% NEW $162.83 +61.3%
155 MRK MERCK & CO INC Healthcare 2,951.0 $311K 0.08% NEW $105.28 +8.5%
156 LIN LINDE PLC Basic Materials 707.0 $301K 0.08% NEW $426.39 +18.7%
157 JCI JOHNSON CTLS INTL PLC Industrials 2,499.0 $299K 0.08% NEW $119.75 +13.1%
158 CRWD CROWDSTRIKE HLDGS INC Technology 636.0 $298K 0.08% NEW $468.76 +31.6%
159 PANW PALO ALTO NETWORKS INC Technology 1,602.0 $295K 0.08% NEW $184.20 +30.4%
160 UTES ETFIS SER TR I 3,735.0 $295K 0.08% NEW $78.95 +0.0%
Page 8 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%