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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 13 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BN BROOKFIELD CORP Financial Services 3,569.0 $144K 0.03% NEW $40.47 -8.1%
242 IAU ISHARES GOLD TR Financial Services 1,615.0 $142K 0.03% NEW $88.16 -7.3%
243 NAN NUVEEN NY DIVI ADV Financial Services 12,564.0 $140K 0.03% +143.0 +1.1% $11.15 -7.9%
244 WELL WELLTOWER INC Real Estate 704.0 $139K 0.03% NEW $197.66 +17.5%
245 SPOT SPOTIFY TECHNOLOGY S A Communication Services 280.0 $136K 0.03% NEW $484.91 +9.1%
246 SNPS SYNOPSYS INC Technology 333.0 $132K 0.03% NEW $396.48 -3.9%
247 VNQ VANGUARD INDEX FDS 1,482.0 $131K 0.03% NEW $88.70 +5.8%
248 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 4,045.0 $129K 0.03% NEW $32.01 +4.7%
249 WDC WESTERN DIGITAL CORP Technology 469.0 $127K 0.03% NEW $270.49 +56.7%
250 QYLG GLOBAL X FDS 4,833.0 $125K 0.03% NEW $25.95 +15.4%
251 VST VISTRA CORP Utilities 832.0 $125K 0.03% NEW $150.37 -4.5%
252 VUG VANGUARD INDEX FDS 286.0 $125K 0.03% NEW $436.77 -79.8%
253 NVO NOVO-NORDISK A S Healthcare 3,397.0 $125K 0.03% NEW $36.75 +17.5%
254 LRCX LAM RESEARCH CORP Technology 583.0 $125K 0.03% NEW $213.66 +26.0%
255 AON AON PLC Financial Services 384.0 $124K 0.03% NEW $322.78 -8.3%
256 HSY HERSHEY CO Consumer Defensive 595.0 $124K 0.03% NEW $207.89 -19.0%
257 BMY BRISTOL-MYERS SQUIBB CO Healthcare 2,031.0 $123K 0.03% NEW $60.64 +3.6%
258 FNV FRANCO NEV CORP Basic Materials 487.0 $120K 0.03% NEW $247.05 +7.9%
259 MDT MEDTRONIC PLC Healthcare 1,382.0 $120K 0.03% NEW $86.65 +7.1%
260 CVS CVS HEALTH CORP Healthcare 1,634.0 $117K 0.03% NEW $71.83 +25.7%
Page 13 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 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%