Optimize Financial Inc has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $163 Billion distributed in 231 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ttm Technologies Inc with a value of $3.33B, Advanced Micro Devices Inc with a value of $2.69B, Comm Scope Holding Company, Inc. with a value of $2.65B, Crowd Strike Holdings, Inc. with a value of $2.63B, and Nvidia Corp with a value of $2.63B.
Examining the 13F form we can see an increase of $25.5B in the current position value, from $138B to 163B.
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
$163 Billion
Technology: $63.7 Billion
Consumer Cyclical: $28.6 Billion
Communication Services: $16.1 Billion
Financial Services: $14.9 Billion
Industrials: $14.5 Billion
Consumer Defensive: $3.79 Billion
Healthcare: $3.4 Billion
Utilities: $2.84 Billion
Other: $2.07 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
