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Portfolio (Quarterly) Guide ↗

Opal Wealth Advisors, LLC

· CIK 0001844201
13F Portfolio $463M AUM 224 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 110 Added 76 Reduced 390 Exited
Page 2 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 C CITIGROUP INC Financial Services 4,639.0 $649K 0.14% -455.0 -8.9% $139.96 -5.1%
22 BERKSHIRE HATHAWAY INC DEL 1,261.0 $631K 0.14% -315.0 -20.0% $500.39
23 FDX FEDEX CORP Industrials 2,007.0 $628K 0.14% -277.0 -12.1% $313.13 +4.9%
24 RTX RTX CORPORATION Industrials 3,210.0 $609K 0.13% -62.0 -1.9% $189.72 +16.2%
25 DIS DISNEY WALT CO Communication Services 6,077.0 $585K 0.13% -105.0 -1.7% $96.26 +11.1%
26 NEE NEXTERA ENERGY INC Utilities 6,619.0 $581K 0.12% -850.0 -11.4% $87.77 -2.1%
27 JGRO J P MORGAN EXCHANGE TRADED F 5,486.0 $541K 0.12% -1K -20.1% $98.59 -4.2%
28 SPGI S&P GLOBAL INC Financial Services 1,295.0 $527K 0.11% -212.0 -14.1% $407.26 +4.8%
29 COWZ PACER FDS TR 8,466.0 $527K 0.11% -225.0 -2.6% $62.20 +15.2%
30 JNJ JOHNSON & JOHNSON Healthcare 2,037.0 $517K 0.11% -1K -40.0% $254.00 +7.7%
31 PANW PALO ALTO NETWORKS INC Technology 1,515.0 $517K 0.11% -204.0 -11.9% $341.02 +5.5%
32 MU MICRON TECHNOLOGY INC Technology 443.0 $512K 0.11% -18.0 -3.9% $1155.28 -18.9%
33 MCK MCKESSON CORP Healthcare 670.0 $506K 0.11% -129.0 -16.1% $755.60 +12.9%
34 CGXU CAPITAL GROUP INTL FOCUS EQT 14,398.0 $498K 0.11% -820.0 -5.4% $34.62 +0.2%
35 TMO THERMO FISHER SCIENTIFIC INC Healthcare 988.0 $495K 0.11% -30.0 -3.0% $501.36 +22.4%
36 NFLX NETFLIX INC. Communication Services 6,728.0 $480K 0.10% -153.0 -2.2% $71.40 +12.4%
37 DIVO AMPLIFY ETF TR 10,510.0 $480K 0.10% -171.0 -1.6% $45.70 +6.6%
38 TBIL RBB FD INC 9,454.0 $471K 0.10% -1K -11.8% $49.86 +0.2%
39 FFA FIRST TR ENHANCED EQUITY Financial Services 20,626.0 $461K 0.10% -490.0 -2.3% $22.36 +4.7%
40 VB VANGUARD INDEX FDS 1,508.0 $457K 0.10% -70.0 -4.4% $303.21 +0.9%
Page 2 of 4  ·  76 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
Technology 31.8%
Financial Services 26.7%
Healthcare 10.2%
Consumer Cyclical 7.9%
Industrials 6.8%
Communication Services 6.7%
Consumer Defensive 3.8%
Energy 2.4%
Utilities 2.2%
Basic Materials 0.9%