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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
Q2 2026 Q1 2026 · All 404 New 80 Added 98 Reduced
Page 20 of 21  ·  404 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 1,166.0 $22K 0.01% NEW $18.70 -22.4%
382 TUSI TOUCHSTONE ETF TRUST 861.0 $22K 0.01% NEW $25.32 -0.1%
383 EXPE EXPEDIA GROUP INC Consumer Cyclical 94.0 $22K 0.01% NEW $230.89 +25.7%
384 SNDK SANDISK CORP Technology 34.0 $22K 0.01% NEW $635.35 +140.7%
385 SLB SLB LIMITED Energy 419.0 $22K 0.01% NEW $51.39 +3.5%
386 CPB THE CAMPBELLS COMPANY Consumer Defensive 964.0 $21K 0.01% NEW $22.27 -2.9%
387 VNT VONTIER CORPORATION Technology 602.0 $21K 0.01% NEW $35.47 -9.9%
388 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 360.0 $21K 0.01% NEW $59.27 -20.2%
389 BLOK AMPLIFY ETF TR 425.0 $21K 0.01% NEW $49.81 +23.0%
390 CTAS CINTAS CORP Industrials 125.0 $21K 0.01% NEW $169.14 +18.8%
391 VSEC VSE CORP Industrials 114.0 $21K 0.01% NEW $184.40 +0.8%
392 CSL CARLISLE COS INC Industrials 63.0 $21K 0.01% NEW $333.63 -2.7%
393 GDXJ VANECK ETF TRUST 175.0 $21K 0.01% NEW $120.04 +0.5%
394 ETHV VANECK ETHEREUM TR Financial Services 683.0 $21K 0.01% NEW $30.65 +13.7%
395 DFTX DEFINIUM THERAPEUTICS INC Healthcare 1,101.0 $21K 0.01% NEW $18.90 +105.8%
396 SAIA SAIA INC Industrials 59.0 $21K 0.01% NEW $351.29 -2.2%
397 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 603.0 $20K 0.01% NEW $33.67 +11.5%
398 UPS UNITED PARCEL SVCS INC Industrials 205.0 $20K 0.01% NEW $98.40 +1.1%
399 OTTR OTTER TAIL CORP Utilities 230.0 $20K 0.01% NEW $87.58 +1.4%
400 VRSK VERISK ANALYTICS INC Industrials 106.0 $20K 0.01% NEW $189.75 -4.1%
Page 20 of 21  ·  404 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 26.1%
Healthcare 10.1%
Industrials 8.4%
Consumer Cyclical 7.8%
Communication Services 6.2%
Consumer Defensive 4.2%
Energy 4.0%
Utilities 3.0%
Basic Materials 1.6%