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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 30 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 HSBC HSBC HLDGS PLC Financial Services 265.0 $22K 0.01% NEW $82.49 +9.3%
582 CGMU CAPITAL GRP FIXED INCM ETF T 805.0 $22K 0.01% NEW $27.15 -0.1%
583 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 1,166.0 $22K 0.01% NEW $18.70 -18.4%
584 TUSI TOUCHSTONE ETF TRUST 861.0 $22K 0.01% NEW $25.32 +0.1%
585 EXPE EXPEDIA GROUP INC Consumer Cyclical 94.0 $22K 0.01% NEW $230.89 -6.9%
586 SANDISK CORP 34.0 $22K 0.01% NEW $635.35
587 SLB SLB LIMITED Energy 419.0 $22K 0.01% NEW $51.39 +11.2%
588 CPB THE CAMPBELLS COMPANY Consumer Defensive 964.0 $21K 0.01% NEW $22.27 -8.7%
589 VNT VONTIER CORPORATION Technology 602.0 $21K 0.01% NEW $35.47 -21.1%
590 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 360.0 $21K 0.01% NEW $59.27 -21.4%
591 BLOK AMPLIFY ETF TR 425.0 $21K 0.01% NEW $49.81 +21.9%
592 CTAS CINTAS CORP Industrials 125.0 $21K 0.01% NEW $169.14 +3.2%
593 VSEC VSE CORP Industrials 114.0 $21K 0.01% NEW $184.40 -8.9%
594 CSL CARLISLE COS INC Industrials 63.0 $21K 0.01% NEW $333.63 -0.0%
595 GDXJ VANECK ETF TRUST 175.0 $21K 0.01% NEW $120.04 -8.1%
596 ETHV VANECK ETHEREUM TR Financial Services 683.0 $21K 0.01% NEW $30.65 +0.7%
597 DFTX DEFINIUM THERAPEUTICS INC Healthcare 1,101.0 $21K 0.01% NEW $18.90 +8.4%
598 SAIA SAIA INC Industrials 59.0 $21K 0.01% NEW $351.29 +30.5%
599 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 603.0 $20K 0.01% NEW $33.67 +1.7%
600 UPS UNITED PARCEL SVCS INC Industrials 205.0 $20K 0.01% NEW $98.40 -2.9%
Page 30 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%