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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 20 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 RGTI RIGETTI COMPUTING INC Technology 4,000.0 $56K 0.01% NEW $14.04 +15.0%
382 AME AMETEK INC Industrials 261.0 $56K 0.01% NEW $214.36 +3.2%
383 PII POLARIS INC Consumer Cyclical 1,026.0 $56K 0.01% NEW $54.49 +11.3%
384 SLYV SPDR SERIES TRUST 585.0 $55K 0.01% NEW $94.58 +5.7%
385 EFX EQUIFAX INC Industrials 302.0 $54K 0.01% NEW $180.07 -11.7%
386 A AGILENT TECHNOLOGIES INC Healthcare 475.0 $54K 0.01% NEW $113.98 -4.3%
387 QDPL PACER FDS TR 1,348.0 $54K 0.01% NEW $40.14 +12.0%
388 BROS DUTCH BROS INC Consumer Cyclical 1,060.0 $54K 0.01% NEW $50.66 +4.9%
389 SLYG SPDR SERIES TRUST 552.0 $53K 0.01% NEW $96.62 +9.4%
390 FORTINET INC 650.0 $53K 0.01% NEW $81.72
391 APLD APPLIED DIGITAL CORP Technology 2,230.0 $53K 0.01% NEW $23.74 +54.3%
392 TEL TE CONNECTIVITY PLC Technology 252.0 $53K 0.01% NEW $209.02 -5.1%
393 WFC WELLS FARGO & CO Financial Services 659.0 $52K 0.01% NEW $79.58 -6.9%
394 PAYX PAYCHEX INC Industrials 552.0 $51K 0.01% NEW $92.07 -0.1%
395 UHAL U HAUL HOLDING COMPANY Industrials 1,058.0 $51K 0.01% NEW $47.78 +1.4%
396 ITA ISHARES TR 230.0 $50K 0.01% NEW $218.75 +0.3%
397 FEOE RBB FUND TRUST 995.0 $50K 0.01% NEW $50.46 +6.0%
398 IXJ ISHARES TR 536.0 $50K 0.01% NEW $93.54 -0.2%
399 ESE ESCO TECHNOLOGIES INC Technology 178.0 $50K 0.01% NEW $281.37 +6.3%
400 VIS VANGUARD WORLD FD 160.0 $50K 0.01% NEW $312.23 +5.2%
Page 20 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%