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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 13 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BN BROOKFIELD CORP Financial Services 3,569.0 $144K 0.03% NEW $40.47 +12.0%
242 IAU ISHARES GOLD TR Financial Services 1,615.0 $142K 0.03% NEW $88.16 -3.0%
243 NAN NUVEEN NY DIVI ADV Financial Services 12,564.0 $140K 0.03% +143.0 +1.1% $11.15 +0.7%
244 WELL WELLTOWER INC Real Estate 704.0 $139K 0.03% NEW $197.66 +10.3%
245 SPOT SPOTIFY TECHNOLOGY S A Communication Services 280.0 $136K 0.03% NEW $484.91 -8.9%
246 SNPS SYNOPSYS INC Technology 333.0 $132K 0.03% NEW $396.48 +24.6%
247 VNQ VANGUARD INDEX FDS 1,482.0 $131K 0.03% NEW $88.70 +8.8%
248 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 4,045.0 $129K 0.03% NEW $32.01 +3.2%
249 WDC WESTERN DIGITAL CORP Technology 469.0 $127K 0.03% NEW $270.49 +68.5%
250 QYLG GLOBAL X FDS 4,833.0 $125K 0.03% NEW $25.95 +13.3%
251 VST VISTRA CORP Utilities 832.0 $125K 0.03% NEW $150.37 -10.4%
252 VUG VANGUARD INDEX FDS 286.0 $125K 0.03% NEW $436.77 -80.0%
253 NVO NOVO-NORDISK A S Healthcare 3,397.0 $125K 0.03% NEW $36.75 +20.5%
254 LRCX LAM RESEARCH CORP Technology 583.0 $125K 0.03% NEW $213.66 +28.0%
255 AON AON PLC Financial Services 384.0 $124K 0.03% NEW $322.78 +0.3%
256 HSY HERSHEY CO Consumer Defensive 595.0 $124K 0.03% NEW $207.89 -7.3%
257 BMY BRISTOL-MYERS SQUIBB CO Healthcare 2,031.0 $123K 0.03% NEW $60.64 -3.5%
258 FNV FRANCO NEV CORP Basic Materials 487.0 $120K 0.03% NEW $247.05 -9.8%
259 MDT MEDTRONIC PLC Healthcare 1,382.0 $120K 0.03% NEW $86.65 -9.3%
260 CVS CVS HEALTH CORP Healthcare 1,634.0 $117K 0.03% NEW $71.83 +31.1%
Page 13 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%