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Portfolio (Quarterly) Guide ↗

Opal Wealth Advisors, LLC

· CIK 0001844201
13F Portfolio $384M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 206 New
Page 3 of 11  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PM PHILIP MORRIS INTL INC Consumer Defensive 6,908.0 $1.1M 0.29% NEW $160.41 +19.4%
42 AVUV AMERICAN CENTY ETF TR 10,864.0 $1.1M 0.29% NEW $101.98 +14.9%
43 JPM JPMORGAN CHASE & CO. Financial Services 3,363.0 $1.1M 0.28% NEW $322.19 -6.7%
44 ABBV ABBVIE INC Healthcare 4,637.0 $1.1M 0.28% NEW $228.50 -6.5%
45 AVGO BROADCOM INC Technology 3,056.0 $1.1M 0.28% NEW $346.05 +18.8%
46 DGRO ISHARES TR 14,671.0 $1.0M 0.27% NEW $69.42 +5.9%
47 CAT CATERPILLAR INC Industrials 1,760.0 $1.0M 0.26% NEW $572.77 +50.2%
48 SUSB ISHARES TR 39,768.0 $1.0M 0.26% NEW $25.24 -1.5%
49 EVSD MORGAN STANLEY ETF TRUST 19,379.0 $997K 0.26% NEW $51.44 -1.2%
50 EVTR MORGAN STANLEY ETF TRUST 19,327.0 $995K 0.26% NEW $51.50 -2.6%
51 IVW ISHARES TR 7,848.0 $967K 0.25% NEW $123.26 +9.1%
52 VIRTUS DIVIDEND INTEREST & P 74,520.0 $961K 0.25% NEW $12.89
53 PSBD PALMER SQUARE CAPITAL BDC IN Financial Services 76,334.0 $931K 0.24% NEW $12.19 -12.5%
54 IWD ISHARES TR 4,417.0 $929K 0.24% NEW $210.34 +10.2%
55 VSGX VANGUARD WORLD FD 12,606.0 $903K 0.23% NEW $71.62 +9.4%
56 AXP AMERICAN EXPRESS CO Financial Services 2,439.0 $902K 0.23% NEW $369.95 -16.4%
57 BERKSHIRE HATHAWAY INC DEL 1,771.0 $890K 0.23% NEW $502.65
58 QQQ INVESCO QQQ TR Financial Services 1,422.0 $874K 0.23% NEW $614.32 +14.2%
59 GQGU ADVISORS INNER CIRCLE FD III 34,398.0 $844K 0.22% NEW $24.55 +9.7%
60 LLY ELI LILLY & CO Healthcare 774.0 $832K 0.22% NEW $1074.83 -8.1%
Page 3 of 11  ·  206 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 29.4%
Technology 29.2%
Healthcare 9.4%
Consumer Cyclical 8.6%
Communication Services 7.3%
Industrials 7.0%
Consumer Defensive 3.3%
Energy 2.3%
Utilities 2.2%
Basic Materials 0.9%