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 51–100 of 199
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ZHDG | TIDAL TRUST I | 42K | $500K+ | SH |
| CLOA | BLACKROCK ETF TRUST II | 18K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $500K+ | SH |
| IWY | ISHARES TR | 3K | $500K+ | SH |
| IAU | ISHARES GOLD TR | 11K | $500K+ | SH |
| THTA | TIDAL TRUST I | 60K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 7K | $500K+ | SH |
| WMT | WALMART INC | 8K | $500K+ | SH |
| IEMG | ISHARES INC | 13K | $500K+ | SH |
| ITOT | ISHARES TR | 6K | $500K+ | SH |
| AGG | ISHARES TR | 8K | $500K+ | SH |
| BAI | BLACKROCK ETF TRUST | 24K | $500K+ | SH |
| PAAA | PGIM ETF TR | 16K | $500K+ | SH |
| HYLB | DBX ETF TR | 21K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 4K | $500K+ | SH |
| WWJD | NORTHERN LTS FD TR IV | 21K | $500K+ | SH |
| BOXX | EA SERIES TRUST | 6K | $500K+ | SH |
| PH | PARKER-HANNIFIN CORP | 821 | $500K+ | SH |
| DDEC | FIRST TR EXCHNG TRADED FD VI | 16K | $500K+ | SH |
| MGC | VANGUARD WORLD FD | 3K | $500K+ | SH |
| EMHY | ISHARES INC | 17K | $500K+ | SH |
| CLOI | VANECK ETF TRUST | 13K | $500K+ | SH |
| EYLD | CAMBRIA ETF TR | 18K | $500K+ | SH |
| MGK | VANGUARD WORLD FD | 2K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| PTLC | PACER FDS TR | 12K | $500K+ | SH |
| THRO | BLACKROCK ETF TRUST | 17K | $500K+ | SH |
| SGOV | ISHARES TR | 6K | $500K+ | SH |
| SIVR | ABRDN SILVER ETF TRUST | 9K | $500K+ | SH |
| ABBV | ABBVIE INC | 3K | $500K+ | SH |
| ILCG | ISHARES TR | 6K | $500K+ | SH |
| MGV | VANGUARD WORLD FD | 4K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 4K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 10K | $500K+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 11K | $500K+ | SH |
| BLK | BLACKROCK INC | 520 | $500K+ | SH |
| VO | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| CAT | CATERPILLAR INC | 936 | $500K+ | SH |
| NOBL | PROSHARES TR | 5K | $500K+ | SH |
| PEP | PEPSICO INC | 4K | $500K+ | SH |
| CSCO | CISCO SYS INC | 7K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 3K | $500K+ | SH |
| IWM | ISHARES TR | 2K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 5K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 548 | $100K–$500K | SH |
| SMAY | FIRST TR EXCHNG TRADED FD VI | 18K | $100K–$500K | SH |
| EMB | ISHARES TR | 5K | $100K–$500K | SH |
| IAUM | ISHARES GOLD TR | 11K | $100K–$500K | SH |
| GDE | WISDOMTREE TR | 7K | $100K–$500K | SH |