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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 8 of 21  ·  404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BLCR BLACKROCK ETF TRUST 1,702.0 $70K 0.02% NEW $41.06 +20.3%
142 CEG CONSTELLATION ENERGY CORP Utilities 250.0 $70K 0.02% NEW $279.50 -6.7%
143 ROST ROSS STORES INC Consumer Cyclical 322.0 $70K 0.02% NEW $216.63 -1.8%
144 BLACKROCK ETF TRUST 2,114.0 $69K 0.02% NEW $32.72
145 IGV ISHARES TR 863.0 $69K 0.02% NEW $80.05 +16.6%
146 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 2,293.0 $69K 0.02% NEW $30.12 +13.1%
147 FXY INVESCO CURRENCYSHARES Financial Services 1,188.0 $69K 0.02% NEW $57.88 -0.2%
148 SOUN SOUNDHOUND AI INC Technology 10,000.0 $69K 0.02% NEW $6.87 +23.0%
149 OKE ONEOK INC NEW Energy 754.0 $68K 0.01% NEW $90.40 +5.4%
150 MPC MARATHON PETE CORP Energy 278.0 $68K 0.01% NEW $244.18 +7.7%
151 TOTALENERGIES SE 708.0 $64K 0.01% NEW $90.98
152 GLW CORNING INC Technology 472.0 $64K 0.01% NEW $135.97 +29.3%
153 ARKK ARK ETF TR 941.0 $64K 0.01% NEW $67.59 +12.2%
154 VONE VANGUARD SCOTTSDALE FDS 215.0 $63K 0.01% NEW $295.12 +13.3%
155 ADP AUTOMATIC DATA PROCESSING IN Industrials 310.0 $63K 0.01% NEW $203.18 +8.6%
156 CMI CUMMINS INC Industrials 117.0 $63K 0.01% NEW $538.03 +22.6%
157 DSMC ETF SER SOLUTIONS 1,680.0 $63K 0.01% NEW $37.42 +3.6%
158 MBSF VALUED ADVISERS TR 2,457.0 $63K 0.01% NEW $25.51 +0.5%
159 AMT AMERICAN TOWER CORP Real Estate 362.0 $62K 0.01% NEW $172.58 +6.6%
160 BILS SPDR SERIES TRUST 625.0 $62K 0.01% NEW $99.44 -0.1%
Page 8 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%