Optimize Financial Inc Portfolio Holdings

Optimize Financial Inc

  • $128 Billion
  • Q1 2025

Optimize Financial Inc has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $128 Billion distributed in 3 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Advisor Managed Portfolios with a value of $127B, A10 Networks, Inc. with a value of $387M, and Apple Inc. with a value of $217M.

Examining the 13F form we can see an decrease of $5.58B in the current position value, from $133B to 128B.

Optimize Financial Inc is based out at Laguna Hills, CA

Below you can find more details about Optimize Financial Inc portfolio as well as his latest detailed transactions.

Portfolio value $128 Billion
Technology: $604 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.29B
$387 Million 0.3% of portfolio
23,700
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 3
  • Current Value $128 Billion
  • Prior Value $133 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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