Institutions / Optas, LLC

Optas, LLC

CIK 1802961 · Institution · as of Dec 31, 2025
Portfolio value
$639.35M
Positions
463
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 463 →
CompanyClassValueShares% of portfolio
Vanguard Index Fds$56.83M90,6228.9%
Vanguard Index Fds$46.16M137,6747.2%
Alphabet Inc.$38.83M124,0686.1%
Alphabet Inc.$31.43M100,1474.9%
NVIDIA Corp$24.98M133,9503.9%
Vanguard Intl Equity Index F$23.95M325,6253.7%
Apple Inc.$23.02M84,6663.6%
SPDR Series Trust$19.02M178,2103.0%
SPDR S&P 500 ETF Tr$18.35M26,9062.9%
Microsoft Corp$17.27M35,7102.7%
Broadcom Inc.$11.60M33,5111.8%
Amazon.com Inc$10.23M44,3171.6%
iShares Tr$10.20M102,0711.6%
Vanguard Star Fds$9.87M130,8771.5%
Vanguard Tax-Managed Fds$7.35M117,7031.2%
Meta Platforms Inc$7.27M11,0191.1%
SPDR Series Trust$6.24M263,6441.0%
JPMorgan Chase & Co$5.57M17,2900.9%
Vanguard Scottsdale Fds$4.76M51,5780.7%
Salesforce Inc$4.57M17,2340.7%
Warren E. Buffett$4.36M8,6660.7%
SPDR Index Shs Fds$4.24M90,6040.7%
ELI LILLY & Co$4.18M3,8880.7%
Block, Inc.$3.62M55,6920.6%
Mastercard Inc$3.47M6,0850.5%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.