CIK 2042876
Optivise Advisory Services LLC
Institutional 13F holdings & portfolio
Holdings
199
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 199
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TFLO | ISHARES TR | 166K | $1M+ | SH |
| QQH | NORTHERN LTS FD TR III | 91K | $1M+ | SH |
| LGH | NORTHERN LTS FD TR III | 112K | $1M+ | SH |
| NEAR | ISHARES U S ETF TR | 103K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 6K | $1M+ | SH |
| CWB | SPDR SERIES TRUST | 41K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 7K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 55K | $1M+ | SH |
| IVV | ISHARES TR | 5K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 17K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 56K | $1M+ | SH |
| OEF | ISHARES TR | 8K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 81K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 4K | $1M+ | SH |
| VLUE | ISHARES TR | 16K | $1M+ | SH |
| IVW | ISHARES TR | 16K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| GOOGL | ALPHABET INC | 6K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 18K | $1M+ | SH |
| AAPL | APPLE INC | 7K | $1M+ | SH |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | 67K | $1M+ | SH |
| PTL | NORTHERN LTS FD TR IV | 7K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 4K | $1M+ | SH |
| HCMT | DIREXION SHS ETF TR | 44K | $1M+ | SH |
| TSLA | TESLA INC | 4K | $1M+ | SH |
| IWB | ISHARES TR | 4K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 47K | $1M+ | SH |
| ANGL | VANECK ETF TRUST | 51K | $1M+ | SH |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | 40K | $1M+ | SH |
| SYSB | ISHARES TR | 16K | $1M+ | SH |
| IWC | ISHARES TR | 9K | $1M+ | SH |
| VFLO | VICTORY PORTFOLIOS II | 36K | $1M+ | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 24K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| AVGO | BROADCOM INC | 4K | $1M+ | SH |
| IBD | NORTHERN LTS FD TR IV | 55K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 4K | $1M+ | SH |
| AMZN | AMAZON COM INC | 5K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 22K | $1M+ | SH |
| FLTR | VANECK ETF TRUST | 49K | $1M+ | SH |
| UITB | VICTORY PORTFOLIOS II | 26K | $1M+ | SH |
| DBMF | LITMAN GREGORY FDS TR | 44K | $1M+ | SH |
| MBB | ISHARES TR | 12K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 22K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 21K | $1M+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 14K | $500K+ | SH |
| SPYM | SPDR SERIES TRUST | 12K | $500K+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 7K | $500K+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 13K | $500K+ | SH |