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Optivise Advisory Services LLC

All holdings · as of Dec 31, 2025

199 positions

CompanyClassValueShares% of portfolio
TIDAL TRUST I—$949.9K41,9770.5%
BLACKROCK ETF TRUST II—$927.0K17,9140.5%
Warren E. Buffett—$925.0K1,8400.5%
ISHARES TR—$924.1K3,3370.5%
ISHARES GOLD TR—$921.8K11,3570.5%
TIDAL TRUST I—$917.4K60,2740.5%
EXXON MOBIL CORP—$869.0K7,2210.5%
Walmart Inc.—$841.2K7,5510.5%
ISHARES INC—$840.5K12,5040.5%
iShares MSCI UAE ETF—$825.8K5,5540.5%
ISHARES TR—$824.1K8,2510.5%
BLACKROCK ETF TRUST—$808.6K24,2820.5%
PGIM ETF TR—$801.7K15,6410.5%
DBX ETF TR—$782.7K21,2510.5%
JOHNSON & JOHNSON—$780.6K3,7720.4%
NORTHERN LTS FD TR IV—$752.8K20,6350.4%
EA SERIES TRUST—$739.3K6,4230.4%
Parker-Hannifin Corp—$721.3K8210.4%
First Trust Exchange-Traded Fund VIII—$717.5K15,9130.4%
VANGUARD WORLD FD—$706.0K2,8110.4%
ISHARES INC—$704.8K17,4580.4%
VANECK ETF TRUST—$702.2K13,2970.4%
CAMBRIA ETF TR—$701.4K18,2980.4%
VANGUARD WORLD FD—$697.6K1,6900.4%
HOME DEPOT, INC.—$681.7K1,9810.4%
PACER FDS TR—$641.8K11,5470.4%
BLACKROCK ETF TRUST—$640.8K16,6180.4%
ISHARES TR—$614.3K6,1190.4%
ABRDN SILVER ETF TRUST—$612.4K9,0540.4%
AbbVie Inc.—$601.4K2,6320.3%
ISHARES TR—$588.8K5,6590.3%
VANGUARD WORLD FD—$567.4K4,0200.3%
PROCTER & GAMBLE Co—$565.6K3,9470.3%
SELECT SECTOR SPDR TR—$561.1K10,2440.3%
ISHARES BITCOIN TRUST ETF—$560.8K11,2960.3%
BlackRock, Inc.—$557.0K5200.3%
VANGUARD INDEX FDS—$553.8K1,9080.3%
CATERPILLAR INC—$536.0K9360.3%
PROSHARES TR—$529.3K5,0860.3%
PEPSICO INC—$514.1K3,5820.3%
CISCO SYSTEMS, INC.—$511.1K6,6350.3%
Philip Morris International Inc.—$506.1K3,1550.3%
ISHARES TR—$496.0K2,0150.3%
VANGUARD INDEX FDS—$487.6K1,4540.3%
WELLS FARGO & COMPANY/MN—$478.7K5,1360.3%
COSTCO WHOLESALE CORP /NEW—$472.2K5480.3%
First Trust Exchange-Traded Fund VIII—$467.0K17,9830.3%
ISHARES TR—$461.8K4,7970.3%
ISHARES GOLD TR—$453.8K10,5550.3%
WISDOMTREE TR—$444.5K7,2130.3%
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