Optivise Advisory Services LLC - Portfolio Stock Holdings
Optivise Advisory Services LLC disclosed 241 stock positions in a recent SEC 13F filing. $196,696,489 of stock holdings were filed, with the largest holdings including QQH, TFLO, and LGH. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $287,936,257 and has 25 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
241Est. Stock Holding Value:
$196,696,489Top Stock Holdings By Sector
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Portfolio Stock Holdings - Optivise Advisory Services LLC
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Portfolio Options Holdings - Optivise Advisory Services LLC
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