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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 11 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CARR CARRIER GLOBAL CORPORATION Industrials 3,677.0 $207K 0.05% NEW $56.30 +9.1%
202 EFG ISHARES TR 1,849.0 $206K 0.05% -1K -44.0% $111.37 +8.1%
203 VYM VANGUARD WHITEHALL FDS 1,385.0 $205K 0.05% -397.0 -22.3% $148.10 +5.8%
204 TMUS T-MOBILE US INC Communication Services 972.0 $204K 0.05% NEW $209.97 -7.9%
205 MUB ISHARES TR 1,917.0 $203K 0.05% -810.0 -29.7% $106.15 -0.2%
206 IMCG ISHARES TR 2,572.0 $203K 0.05% $78.77 +13.6%
207 VEA VANGUARD TAX-MANAGED FDS 3,151.0 $202K 0.05% NEW $64.08 +9.6%
208 BP BP PLC Energy 4,253.0 $200K 0.04% NEW $47.00 -4.0%
209 CGHM CAPITAL GRP FIXED INCM ETF T 7,808.0 $198K 0.04% NEW $25.32 +0.3%
210 LMT LOCKHEED MARTIN CORP Industrials 327.0 $198K 0.04% NEW $604.30 -12.9%
211 INGERSOLL RAND INC 2,432.0 $195K 0.04% NEW $80.12
212 BIL SPDR SERIES TRUST 2,076.0 $190K 0.04% NEW $91.64 -0.1%
213 PYLD PIMCO ETF TR 7,252.0 $190K 0.04% -6K -43.7% $26.20 +0.1%
214 MA MASTERCARD INCORPORATED Financial Services 380.0 $190K 0.04% NEW $499.70 +0.0%
215 BX BLACKSTONE INC Financial Services 1,603.0 $184K 0.04% NEW $114.96 +1.6%
216 RIGS ALPS ETF TR 7,995.0 $183K 0.04% NEW $22.86 -0.7%
217 IMMUNITYBIO INC 23,644.0 $181K 0.04% +9K +65.0% $7.67
218 BXSL BLACKSTONE SECD LENDING FD Financial Services 7,619.0 $180K 0.04% NEW $23.69 +0.1%
219 MKL MARKEL GROUP INC Financial Services 94.0 $180K 0.04% -10.0 -9.6% $1914.07 -2.8%
220 CINF CINCINNATI FINL CORP Financial Services 1,133.0 $178K 0.04% NEW $157.35 +6.7%
Page 11 of 31  ·  606 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%