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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 5 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HD HOME DEPOT INC Consumer Cyclical 2,042.0 $720K 0.37% $352.69 -7.0%
82 THRO BLACKROCK ETF TRUST 16,554.0 $714K 0.36% $43.11 +1.7%
83 LVHI LEGG MASON ETF INVT 17,259.0 $700K 0.36% NEW $40.59 +5.7%
84 IWM ISHARES TR 2,274.0 $683K 0.35% -29.0 -1.3% $300.46 -2.2%
85 ABBV ABBVIE INC Healthcare 2,706.0 $681K 0.35% +309.0 +12.9% $251.67 +1.9%
86 THTA TIDAL TRUST I 43,163.0 $673K 0.34% $15.59 +0.8%
87 VTI VANGUARD INDEX FDS 1,796.0 $665K 0.34% +342.0 +23.5% $370.10 +2.2%
88 SMH VANECK ETF TRUST 1,012.0 $664K 0.34% +178.0 +21.3% $655.93 -15.2%
89 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 687.0 $643K 0.33% -11.0 -1.6% $935.38 +0.9%
90 CSCO CISCO SYS INC Technology 5,470.0 $643K 0.33% -217.0 -3.8% $117.46 -5.9%
91 LRCX LAM RESEARCH CORP Technology 1,476.0 $640K 0.33% -91.0 -5.8% $433.39 -30.4%
92 CLOI VANECK ETF TRUST 12,002.0 $635K 0.32% -1K -9.4% $52.95 +0.0%
93 EMHY ISHARES INC 15,171.0 $617K 0.31% -3K -18.3% $40.66 -1.1%
94 TLT ISHARES TR 7,065.0 $611K 0.31% NEW $86.43 -4.5%
95 CAT CATERPILLAR INC Industrials 549.0 $585K 0.30% -323.0 -37.0% $1065.47 -25.2%
96 PM PHILIP MORRIS INTL INC Consumer Defensive 3,186.0 $576K 0.29% +476.0 +17.6% $180.89 +3.5%
97 SMAY FIRST TR EXCHNG TRADED FD VI 20,232.0 $574K 0.29% NEW $28.38 -0.1%
98 EYLD CAMBRIA ETF TR 12,374.0 $562K 0.28% -6K -33.9% $45.41 +7.8%
99 ENTERGY CORP NEW 4,799.0 $551K 0.28% +200.0 +4.3% $114.87
100 XLF SELECT SECTOR SPDR TR 10,165.0 $545K 0.28% +389.0 +4.0% $53.61 +7.6%
Page 5 of 12  ·  228 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%