Optimist Retirement Group LLC - Portfolio Stock Holdings
Optimist Retirement Group LLC disclosed 126 stock positions in a recent SEC 13F filing. $245,816,950 of stock holdings were filed, with the largest holdings including PCAR, SPYG, and SPYV. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $245,276,023 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
126Est. Stock Holding Value:
$245,816,950Top Stock Holdings By Sector
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Portfolio Stock Holdings - Optimist Retirement Group LLC
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