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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 25 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 FSS FEDERAL SIGNAL CORP Industrials 299.0 $32K 0.01% NEW $108.14 +4.2%
482 CDW CDW CORP Technology 267.0 $32K 0.01% NEW $121.02 -13.8%
483 WSBC WESBANCO INC Financial Services 935.0 $32K 0.01% NEW $34.49 -3.1%
484 PLMR PALOMAR HLDGS INC Financial Services 266.0 $32K 0.01% NEW $119.50 -4.2%
485 HFXI NEW YORK LIFE INVESTMENTS ET 946.0 $32K 0.01% NEW $33.58 +8.0%
486 KRG KITE REALTY GROUP TRUST Real Estate 1,290.0 $32K 0.01% NEW $24.55 +6.0%
487 WST WEST PHARMACEUTICAL SVSC INC Healthcare 126.0 $32K 0.01% NEW $250.64 +21.5%
488 SBCF SEACOAST BKG CORP FLA Financial Services 1,040.0 $32K 0.01% NEW $30.29 -0.3%
489 GBDC GOLUB CAP BDC INC Financial Services 2,475.0 $31K 0.01% NEW $12.66 +2.0%
490 STE STERIS PLC Healthcare 140.0 $31K 0.01% NEW $221.14 -3.7%
491 CHRW C H ROBINSON WORLDWIDE IN Industrials 186.0 $31K 0.01% NEW $165.79 +2.4%
492 TRMB TRIMBLE INC Technology 472.0 $31K 0.01% NEW $65.23 -15.7%
493 VLTO VERALTO CORP Industrials 346.0 $31K 0.01% NEW $88.42 -1.9%
494 BDC BELDEN INC Technology 266.0 $31K 0.01% NEW $114.83 -11.2%
495 SIMO SILICON MOTION TECHNOLOGY CO Technology 272.0 $31K 0.01% NEW $112.29 +113.5%
496 SCHD SCHWAB STRATEGIC TR 990.0 $30K 0.01% NEW $30.67 +4.6%
497 NMIH NMI HLDGS INC Financial Services 803.0 $30K 0.01% NEW $37.51 +2.8%
498 AG FIRST MAJESTIC SILVER CORP Basic Materials 1,400.0 $30K 0.01% NEW $21.48 -12.5%
499 CWST CASELLA WASTE SYS INC Industrials 379.0 $30K 0.01% NEW $79.34 +7.4%
500 EFSC ENTERPRISE FINL SVCS CORP Financial Services 554.0 $30K 0.01% NEW $54.11 +10.0%
Page 25 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%