§ 13F · FUND PROFILE
OPTIMUM INVESTMENT ADVISORS.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $252M (13F)Positions · 613Turnover · — · Q3Filed · Oct 21, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$722K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED OCT 21, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 86K | $22M | 8.6% | −1% |
| 2 | NVDA | NVIDIA CORPORATION | 84K | $16M | 6.2% | −3% |
| 3 | SPY | SPDR S&P 500 ETF TR | 23K | $15M | 6.1% | +1% |
| 4 | MSFT | MICROSOFT CORP | 16K | $8M | 3.3% | −1% |
| 5 | VGT | VANGUARD WORLD FD | 9K | $7M | 2.8% | −4% |
| 6 | GOOG | ALPHABET INC | 23K | $6M | 2.2% | −1% |
| 7 | COST | COSTCO WHSL CORP NEW | 6K | $5M | 2.1% | ±0% |
| 8 | META | META PLATFORMS INC | 7K | $5M | 1.9% | ±0% |
| 9 | AVGO | BROADCOM INC | 14K | $5M | 1.8% | ±0% |
| 10 | AMZN | AMAZON COM INC | 19K | $4M | 1.7% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OPTIMUM SIGNAL
AC read
OPTIMUM INVESTMENT ADVISORS is a Other fund managing $252 million in assets. The fund runs a broad portfolio of 613 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed