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Portfolio (Quarterly) Guide ↗

Opal Wealth Advisors, LLC

· CIK 0001844201
13F Portfolio $463M AUM 224 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 110 Added 76 Reduced 390 Exited
Page 6 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AMGN AMGEN INC Healthcare 1,394.0 $505K 0.11% $362.12 +17.4%
102 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 537.0 $502K 0.11% +6.0 +1.1% $935.50 +2.8%
103 CGXU CAPITAL GROUP INTL FOCUS EQT 14,398.0 $498K 0.11% -820.0 -5.4% $34.62 -0.1%
104 TMO THERMO FISHER SCIENTIFIC INC Healthcare 988.0 $495K 0.11% -30.0 -3.0% $501.36 +17.5%
105 MEGI NYLI CBRE GBL INFR MEGTRNDS Financial Services 32,471.0 $494K 0.11% $15.20 +0.3%
106 NFLX NETFLIX INC. Communication Services 6,728.0 $480K 0.10% -153.0 -2.2% $71.40 +8.9%
107 DIVO AMPLIFY ETF TR 10,510.0 $480K 0.10% -171.0 -1.6% $45.70 +5.9%
108 VYMI VANGUARD WHITEHALL FDS 4,841.0 $475K 0.10% +108.0 +2.3% $98.20 +5.9%
109 AMLP ALPS ETF TR 9,164.0 $475K 0.10% +595.0 +6.9% $51.85 +6.7%
110 AEP AMERICAN ELEC PWR CO INC Utilities 3,470.0 $475K 0.10% +828.0 +31.3% $136.81 -7.6%
111 URI UNITED RENTALS INC Industrials 418.0 $474K 0.10% +11.0 +2.7% $1132.89 -1.5%
112 TBIL RBB FD INC 9,454.0 $471K 0.10% -1K -11.8% $49.86 +0.2%
113 FFA FIRST TR ENHANCED EQUITY Financial Services 20,626.0 $461K 0.10% -490.0 -2.3% $22.36 +4.6%
114 NSC NORFOLK SOUTHN CORP Industrials 1,454.0 $457K 0.10% $314.59 +7.7%
115 VB VANGUARD INDEX FDS 1,508.0 $457K 0.10% -70.0 -4.4% $303.21 +0.1%
116 IREN IREN LIMITED Financial Services 9,943.0 $455K 0.10% +2K +27.6% $45.73 -8.2%
117 XLK SELECT SECTOR SPDR TR 2,354.0 $449K 0.10% $190.54 -2.6%
118 BFLY BUTTERFLY NETWORK INC Healthcare 52,087.0 $439K 0.10% -6K -10.2% $8.42 +6.9%
119 DSM BNY MELLON STRATEGIC MUN BD Financial Services 71,035.0 $437K 0.09% +2K +2.3% $6.15 -5.2%
120 IUSB ISHARES TR 9,339.0 $431K 0.09% +3K +39.9% $46.15 -1.6%
Page 6 of 12  ·  224 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
Technology 31.8%
Financial Services 26.7%
Healthcare 10.2%
Consumer Cyclical 7.9%
Industrials 6.8%
Communication Services 6.7%
Consumer Defensive 3.8%
Energy 2.4%
Utilities 2.2%
Basic Materials 0.9%