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Portfolio (Quarterly) Guide ↗

Optivise Advisory Services LLC

· CIK 0002042876
13F Portfolio $197M AUM 228 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 60 New 88 Added 59 Reduced 15 Exited
Page 2 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ITOT ISHARES TR 5,351.0 $879K 0.45% -100.0 -1.8% $164.27 +2.2%
22 WMT WALMART INC Consumer Defensive 7,413.0 $840K 0.43% -1K -14.6% $113.25 -7.4%
23 IEMG ISHARES INC 9,195.0 $762K 0.39% -3K -26.3% $82.84 -1.3%
24 WWJD NORTHERN LTS FD TR IV 19,820.0 $756K 0.38% -742.0 -3.6% $38.13 +7.7%
25 BERKSHIRE HATHAWAY INC DEL 1,507.0 $754K 0.38% -123.0 -7.5% $500.33
26 IWM ISHARES TR 2,274.0 $683K 0.35% -29.0 -1.3% $300.46 -2.2%
27 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 687.0 $643K 0.33% -11.0 -1.6% $935.38 +0.9%
28 CSCO CISCO SYS INC Technology 5,470.0 $643K 0.33% -217.0 -3.8% $117.46 -5.9%
29 LRCX LAM RESEARCH CORP Technology 1,476.0 $640K 0.33% -91.0 -5.8% $433.39 -30.4%
30 CLOI VANECK ETF TRUST 12,002.0 $635K 0.32% -1K -9.4% $52.95 +0.0%
31 EMHY ISHARES INC 15,171.0 $617K 0.31% -3K -18.3% $40.66 -1.1%
32 CAT CATERPILLAR INC Industrials 549.0 $585K 0.30% -323.0 -37.0% $1065.47 -25.2%
33 EYLD CAMBRIA ETF TR 12,374.0 $562K 0.28% -6K -33.9% $45.41 +7.8%
34 XLK SELECT SECTOR SPDR TR 2,773.0 $528K 0.27% -14.0 -0.5% $190.52 -2.1%
35 CTA SIMPLIFY EXCHANGE TRADED FUN 20,200.0 $524K 0.27% -40K -66.5% $25.94 +9.0%
36 PTLC PACER FDS TR 8,013.0 $467K 0.24% -3K -30.1% $58.26 +2.6%
37 AMAT APPLIED MATLS INC Technology 585.0 $423K 0.21% -6.0 -1.0% $722.39 -36.5%
38 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 564.0 $397K 0.20% -6.0 -1.1% $703.34 -2.3%
39 IAU ISHARES GOLD TR Financial Services 4,807.0 $363K 0.18% -6K -54.0% $75.51 +10.9%
40 FDLS NORTHERN LTS FD TR IV 8,372.0 $354K 0.18% -436.0 -5.0% $42.27 +1.0%
Page 2 of 3  ·  59 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 28.4%
Technology 26.7%
Healthcare 10.4%
Industrials 7.8%
Consumer Defensive 6.9%
Communication Services 6.6%
Consumer Cyclical 6.1%
Energy 4.2%
Utilities 1.2%
Basic Materials 1.0%