Institutions / Optivise Advisory Services LLC
Optivise Advisory Services LLC
CIK 2042876 · Institution · as of Dec 31, 2025
Portfolio value
$173.47M
Positions
199
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 199 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $8.36M | 4.8% |
| Northern Lts Fd Tr III | $7.06M | 4.1% |
| Northern Lts Fd Tr III | $6.91M | 4.0% |
| iShares U S ETF Tr | $5.27M | 3.0% |
| SPDR S&P 500 ETF Tr | $3.94M | 2.3% |
| SPDR Series Trust | $3.61M | 2.1% |
| Microsoft Corp | $3.49M | 2.0% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $3.35M | 1.9% |
| iShares Tr | $3.12M | 1.8% |
| NVIDIA Corp | $3.11M | 1.8% |
| BlackRock ETF Trust II | $2.98M | 1.7% |
| iShares Tr | $2.83M | 1.6% |
| First Tr Exchng Traded Fd VI | $2.77M | 1.6% |
| Invesco Qqq Tr | $2.39M | 1.4% |
| iShares Tr | $2.22M | 1.3% |
| iShares Tr | $2.01M | 1.2% |
| ELI LILLY & Co | $2.00M | 1.2% |
| Alphabet Inc. | $1.96M | 1.1% |
| SPDR Series Trust | $1.93M | 1.1% |
| Apple Inc. | $1.91M | 1.1% |
| Simplify Exchange Traded Fun | $1.82M | 1.0% |
| Northern Lts Fd Tr IV | $1.74M | 1.0% |
| Vanguard Index Fds | $1.73M | 1.0% |
| SPDR Dow Jones Indl Average | $1.72M | 1.0% |
| Direxion Shs ETF Tr | $1.70M | 1.0% |
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.