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OAS

Optivise Advisory Services Portfolio holdings

AUM $197M
1-Year Est. Return 26.07%
This Fund
S&P 500
This Quarter Est. Return
+15.49%
1 Year Est. Return
+26.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
+$31.8M
Cap. Flow
+$14.3M
Cap. Flow %
7.25%
Top 10 Hldgs %
25.28%
Holding
243
New
60
Increased
90
Reduced
66
Closed
15

Sector Composition

Rank Sector Weight
1 Technology 8.41%
2 Financials 3.52%
3 Healthcare 3.21%
4 Industrials 2.36%
5 Communication Services 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BORR
226
Borr Drilling
BORR
$1.29B
$142K 0.07%
+34,308
New +$185K
SBSW icon
227
Sibanye-Stillwater
SBSW
$5.98B
$110K 0.06%
+12,950
New +$151K
SPY icon
228
CALL
State Street SPDR S&P 500 ETF Trust
SPY
$782B
$74.7K 0.04%
+100
New +$72.5K
AEM icon
229
Agnico Eagle Mines
AEM
$73.2B
-1,202
Closed -$244K
BIL icon
230
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
-27,903
Closed -$2.56M
CMCSA icon
231
Comcast
CMCSA
$82.1B
-7,611
Closed -$219K
EMB icon
232
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
-4,165
Closed -$391K
FDL icon
233
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.81B
-14,735
Closed -$749K
HCMT icon
234
Direxion HCM Tactical Enhanced US ETF
HCMT
$560M
-24,812
Closed -$873K
HDV
235
iShares Core High Dividend ETF
HDV
$14.6B
-15,330
Closed -$416K
IAUM icon
236
iShares Gold Trust Micro
IAUM
$6.39B
-10,839
Closed -$506K
LMT icon
237
Lockheed Martin
LMT
$134B
-382
Closed -$231K
NEE icon
238
NextEra Energy
NEE
$186B
-2,252
Closed -$209K
PDBC icon
239
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.34B
-10,607
Closed -$184K
SHLD icon
240
Global X Defense Tech ETF
SHLD
$7.08B
-4,631
Closed -$328K
SIVR icon
241
abrdn Physical Silver Shares ETF
SIVR
$4.07B
-9,932
Closed -$711K
TEX icon
242
Terex
TEX
$7.88B
-4,950
Closed -$293K
LTM
243
LATAM Airlines Group S.A.
LTM
$14.9B
-4,707
Closed -$233K

Similar funds

Optivise Advisory Services's Q2 2026 Portfolio in Review

As of Q2 2026, Optivise Advisory Services held 243 positions worth $197M, up 19% from $165M the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Optivise Advisory Services deployed $14.3M of net new capital in Q2 2026, opening 60 new positions and adding to 90 existing holdings. Its largest new stake was Vanguard Total World Stock ETF: 31,101 shares worth $4.88M.

By sector, the portfolio is most concentrated in Technology at 8.4% of assets, up from 6.3% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was iShares Treasury Floating Rate Bond ETF, an estimated $5M trimmed.

  • Optivise Advisory Services's largest Q2 2026 buy was Vanguard Total World Stock ETF: 31,101 shares worth $4.88M.
  • Optivise Advisory Services added most to BlackRock US Equity Factor Rotation ETF in Q2 2026, an estimated $2.79M increase.
  • Optivise Advisory Services's biggest Q2 2026 reduction was iShares Treasury Floating Rate Bond ETF, cutting an estimated $5M.
  • Optivise Advisory Services fully exited State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2026, selling an estimated $2.56M.
  • Optivise Advisory Services's ten largest holdings make up 25% of its $197M portfolio in Q2 2026.
  • Optivise Advisory Services opened 60 new positions and closed 15 in Q2 2026.
  • Optivise Advisory Services's portfolio value rose 19% quarter-over-quarter to $197M.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.