Home/Smart Money/OPTIMUM INVESTMENT ADVISORS
§ 13F · FUND PROFILE

OPTIMUM INVESTMENT ADVISORS.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $230.3T (13F)Positions · 614Turnover · · Q3Filed · Oct 21, 2025
CONCENTRATION
Top 10 holdings
NEW BUYS
0
No new positions
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
#TickerNameShares$ value% portΔ Q3
1AAPLAPPLE INC86K$21.8T8.6%
2NVDANVIDIA CORPORATION84K$15.6T6.2%
3SPYSPDR S&P 500 ETF TR23K$15.4T6.1%
4MSFTMICROSOFT CORP16K$8.4T3.3%
5VGTVANGUARD WORLD FD9K$7.0T2.8%
6GOOGALPHABET INC23K$5.7T2.2%
7COSTCOSTCO WHSL CORP NEW6K$5.4T2.1%
8METAMETA PLATFORMS INC7K$4.8T1.9%
9AVGOBROADCOM INC14K$4.5T1.8%
10AMZNAMAZON COM INC19K$4.2T1.7%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE OPTIMUM SIGNAL

AC read

OPTIMUM INVESTMENT ADVISORS is a Other fund managing $230272.8 trillion in assets. The fund runs a broad portfolio of 614 positions.

Read the full dossier →
§ 04 · FILING HISTORY

Q-by-Q deltas

1 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