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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 27 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 DELL DELL TECHNOLOGIES INC Technology 173.0 $28K 0.01% NEW $164.57 +44.6%
522 SOLZ VOLATILITY SHS TR 3,397.0 $28K 0.01% NEW $8.36 +1.4%
523 AAOI APPLIED OPTOELECTRONICS INC Technology 335.0 $28K 0.01% NEW $84.59 +102.5%
524 AXSM AXSOME THERAPEUTICS INC. Healthcare 167.0 $28K 0.01% NEW $169.02 +34.1%
525 ANIP ANI PHARMACEUTICALS INC Healthcare 367.0 $28K 0.01% NEW $76.90 +4.4%
526 ICVT ISHARES TR 276.0 $28K 0.01% NEW $101.79 +12.6%
527 VWO VANGUARD INTL EQUITY INDEX F 518.0 $28K 0.01% NEW $54.05 +7.1%
528 KLAC KLA CORP Technology 19.0 $28K 0.01% NEW $1472.42 +19.3%
529 WSM WILLIAMS SONOMA INC Consumer Cyclical 153.0 $28K 0.01% NEW $182.33 -7.2%
530 INSTALLED BLDG PRODS INC 105.0 $28K 0.01% NEW $265.15
531 VOD VODAFONE GROUP PLC Communication Services 1,844.0 $28K 0.01% NEW $15.02 -0.1%
532 BANR BANNER CORP Financial Services 452.0 $27K 0.01% NEW $60.68 +4.6%
533 KNF KNIFE RIVER CORP Basic Materials 333.0 $27K 0.01% NEW $81.65 -8.7%
534 PATK PATRICK INDS INC Consumer Cyclical 244.0 $27K 0.01% NEW $111.07 -18.7%
535 TRU TRANSUNION Industrials 391.0 $27K 0.01% NEW $69.19 -0.9%
536 EEM ISHARES TR 469.0 $27K 0.01% NEW $56.79 +13.2%
537 SNA SNAP ON INC Industrials 73.0 $27K 0.01% NEW $363.23 +0.1%
538 ARCC ARES CAPITAL CORP Financial Services 1,471.0 $27K 0.01% NEW $18.02 +3.0%
539 HIG HARTFORD INSURANCE GROUP INC Financial Services 195.0 $26K 0.01% NEW $135.23 +1.0%
540 PSX PHILLIPS 66 Energy 144.0 $26K 0.01% NEW $182.18 -1.3%
Page 27 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%