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Showing Q3 2025 data
OPTIMUM INVESTMENT ADVISORS's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
OPTIMUM INVESTMENT ADVISORS
•CIK: 1037763•Filing: Q3 2025
**OPTIMUM INVESTMENT ADVISORS** manages $252M across a diversified portfolio of 612 positions. The strategy exhibits significant concentration in mega-cap technology names, evidenced by top holdings including AAPL ($21.8M) and NVDA ($15.6M). Further weighting is allocated to broad market exposure via SPY ($15.4M) and core tech leaders such as MSFT ($8.4M) and GOOG ($5.7M). This structure suggests a conviction-driven approach targeting established market leaders.
Total AUM
$252.0M
QoQ Performance
+9.4%
Positions
486
Top 10 Concentration
39.8%
Latest Filing
Q3 2025
Top Holdings Allocation
AAPL
NVDA
SPY
AAPL8.6%
NVDA6.2%
SPY6.1%
MSFT3.3%
VGT2.8%
GOOG2.2%
COST2.1%
META1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other36.0%
Technology31.9%
Consumer7.0%
ETF6.7%
Financial6.0%
Healthcare4.8%
Industrial4.1%
Communication1.2%
🚪 Exited Positionssold since Q2 2025
+410 more exited positions
Changes from Q2 2025
NEW2 new positions
↑43 increased
↓58 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023