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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 19 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BILS SPDR SERIES TRUST 625.0 $62K 0.01% NEW $99.44 -0.1%
362 ETF OPPORTUNITIES TRUST 5,473.0 $62K 0.01% NEW $11.25
363 XBI SPDR SERIES TRUST 478.0 $61K 0.01% NEW $127.73 +0.9%
364 EMR EMERSON ELEC CO Industrials 466.0 $61K 0.01% NEW $130.91 -0.5%
365 TRV TRAVELERS COMPANIES INC Financial Services 209.0 $61K 0.01% NEW $291.68 +4.0%
366 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 183.0 $61K 0.01% NEW $330.87 -10.9%
367 MPWR MONOLITHIC PWR SYS INC Technology 55.0 $60K 0.01% NEW $1093.36 +36.2%
368 ITB ISHARES TR 662.0 $60K 0.01% NEW $90.59 -4.4%
369 IAGG ISHARES TR 1,192.0 $60K 0.01% NEW $50.04 -0.5%
370 PWB INVESCO EXCHANGE TRADED FD T 473.0 $60K 0.01% NEW $125.93 +20.0%
371 HPE HEWLETT PACKARD ENTERPRISE C Technology 2,496.0 $59K 0.01% NEW $23.81 +37.6%
372 APH AMPHENOL CORP Technology 470.0 $59K 0.01% NEW $126.35 -5.0%
373 QTUM ETF SER SOLUTIONS 550.0 $59K 0.01% NEW $107.30 +33.1%
374 SOXX ISHARES TR 179.0 $59K 0.01% NEW $328.66 +54.3%
375 BR BROADRIDGE FINL SOLUTIONS IN Technology 358.0 $58K 0.01% NEW $162.48 -9.6%
376 UNILEVER PLC 1,006.0 $57K 0.01% NEW $56.97
377 MOD MODINE MFG CO Consumer Cyclical 264.0 $57K 0.01% NEW $216.71 +14.8%
378 EW EDWARDS LIFESCIENCES CORP Healthcare 714.0 $57K 0.01% NEW $80.08 +2.1%
379 MLM MARTIN MARIETTA MATLS INC Basic Materials 97.0 $57K 0.01% NEW $588.68 -9.9%
380 NXPI NXP SEMICONDUCTORS N V Technology 289.0 $57K 0.01% NEW $196.86 +50.3%
Page 19 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%