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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 8 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LIN LINDE PLC Basic Materials 710.0 $368K 0.08% -4.0 -0.6% $518.94 -7.8%
142 ETN EATON CORP PLC Industrials 855.0 $364K 0.08% -111.0 -11.5% $426.12 +1.2%
143 HTAB HARTFORD FDS EXCHANGE TRADED 18,555.0 $356K 0.08% +633.0 +3.5% $19.18 -1.7%
144 CALF PACER FDS TR 6,994.0 $354K 0.08% -69.0 -1.0% $50.61 +11.7%
145 CVS CVS HEALTH CORP Healthcare 3,379.0 $350K 0.08% +2K +106.8% $103.46 -8.3%
146 GM GENERAL MTRS CO Consumer Cyclical 4,534.0 $349K 0.07% -96.0 -2.1% $77.08 +8.6%
147 COF CAPITAL ONE FINL CORP Financial Services 1,698.0 $341K 0.07% -18.0 -1.1% $200.62 +10.4%
148 VO VANGUARD INDEX FDS 4,193.0 $338K 0.07% +3K +348.0% $80.57 +3.2%
149 AMD ADVANCED MICRO DEVICES INC Technology 577.0 $335K 0.07% +463.0 +406.1% $580.91 -16.6%
150 ANET ARISTA NETWORKS INC Technology 1,971.0 $335K 0.07% +682.0 +52.9% $169.88 +13.7%
151 CI THE CIGNA GROUP Healthcare 1,204.0 $332K 0.07% -210.0 -14.8% $275.68 +1.0%
152 EMBX VANECK FDS 6,453.0 $331K 0.07% +87.0 +1.4% $51.31 -0.4%
153 WCMI FIRST TR EXCHANGE-TRADED FD 16,680.0 $326K 0.07% +2K +10.7% $19.57 +0.6%
154 UBER UBER TECHNOLOGIES INC Technology 4,448.0 $321K 0.07% -46.0 -1.0% $72.16 +3.5%
155 GEV GE VERNOVA INC Utilities 273.0 $320K 0.07% +9.0 +3.4% $1173.75 -14.4%
156 PEP PEPSICO INC Consumer Defensive 2,336.0 $316K 0.07% +622.0 +36.3% $135.39 +3.5%
157 ISRG INTUITIVE SURGICAL INC Healthcare 778.0 $309K 0.07% +187.0 +31.6% $397.68 -1.6%
158 IWO ISHARES TR 779.0 $307K 0.07% -14.0 -1.8% $393.96 -1.5%
159 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 925.0 $306K 0.07% -245.0 -20.9% $330.46 -0.8%
160 FVD FIRST TR EXCHANGE-TRADED FD 6,148.0 $296K 0.06% -285.0 -4.4% $48.18 +5.0%
Page 8 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%