Arkolith/Funds/Optimus Capital Advisors, LLC

Optimus Capital Advisors, LLC

CIK 2140431
Holdings as of Jun 30, 2026·disclosed Jul 16, 2026·~16-day 13F lag·13F-HR
Active Filer

Optimus Capital Advisors, LLC holds a focused book of 43 stocks worth $186.2M as of Q2 2026 (disclosed Jul 16, 2026, a ~16-day 13F lag). This quarter they opened Pimco Municipal Income Oppor and trimmed Dimensional Short Duration. Their largest long position is Dimensional US Core Equity 2 at 14% of the equity book.

Opened
10
bought for the first time
Added to
20
already held, bought more
Trimmed
12
sold some, still holds it
Sold out
0
exited the position entirely
nothing exited

Concentration

Top-heavy: focused book

Top 5 holdings
52%
Top 10 holdings
73%
Top 20 holdings
94%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

5% mapped to company sectors

ETF / fund or unclassified
95%
Financials
3%
Information Technology
1%
Industrials
0%
Energy
0%
Consumer Discretionary
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Optimus Capital Advisors, LLC

Manager / fundShared namesTheir $ in those
OSAIC HOLDINGS, INC.43 / 43$9.9B
LPL Financial LLC42 / 43$39.7B
Integrated Wealth Concepts LLC42 / 43$2.0B
MORGAN STANLEY41 / 43$219.3B
JPMORGAN CHASE & CO41 / 43$195.3B
ROYAL BANK OF CANADA41 / 43$60.3B
MML INVESTORS SERVICES, LLC41 / 43$5.7B
Kestra Advisory Services, LLC41 / 43$4.2B

Ranked by how many of Optimus Capital Advisors, LLC's top 43 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

43 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US COR EQU 2 ETF
$26.6M600.1K
14.3%
+1.4%
Added · +9K sh
2Dimensional ETF Trust
US EQUI MARK ETF
$25.4M310.5K
13.7%
+0.8%
Added · +2K sh
3Ea Series Trust
ALPHA ARCH 1-3
$17.7M151.4K
9.5%
+7.1%
Added · +10K sh
4Dimensional ETF Trust
INTL CORE EQT MK
$15.9M385.5K
8.5%
+1.9%
Added · +7K sh
5Dimensional ETF Trust
CORE FIXE IN ETF
$11.5M272.6K
6.2%
+6.2%
Added · +16K sh
6Pimco ETF TR
MULTISECTOR BD
$11.5M433.2K
6.2%
+4.1%
Added · +17K sh
7Dimensional ETF Trust
US HIGH PROF ETF
$7.4M178.0K
4.0%
+0.4%
Added · +783 sh
8Dimensional ETF Trust
NATL MUN BD ETF
$7.4M152.3K
4.0%
+0.7%
Added · +1K sh
9Dimensional ETF Trust
SHOR DUR FIX ETF
$6.2M130.7K
3.4%
−9.8%
Reduced · −14K sh
10Dimensional ETF Trust
GLOBAL CR ETF
$6.1M111.8K
3.3%
+4.8%
Added · +5K sh
11Pimco ETF TR
SHTRM MUN BD ACT
$5.5M109.3K
3.0%
+5.7%
Added · +6K sh
12Pimco ETF TR
1-5 US TIP IDX
$5.2M96.7K
2.8%
+1.4%
Added · +1K sh
13Dimensional ETF Trust
INTL HIGH PROFIT
$5.1M150.7K
2.8%
+2.0%
Added · +3K sh
14Dimensional ETF Trust
INTL COR FIX ETF
$4.7M87.5K
2.5%
−18%
Reduced · −19K sh
15Goldman Sachs Physical Gold
UNIT
$4.4M110.4K
2.3%
−3.5%
Reduced · −4K sh
16Capital Grp Fixed Incm ETF T
MUN INM ETF
$3.8M137.5K
2.0%
+11%
Added · +14K sh
17Vanguard Index FDS
TOTAL STK MKT
$3.0M8.2K
1.6%
+4.3%
Added · +339 sh
18Dimensional ETF Trust
ULTR FIX INC ETF
$2.9M57.5K
1.6%
−16%
Reduced · −11K sh
19Dimensional ETF Trust
US SMALL CAP ETF
$2.3M28.0K
1.2%
−1.6%
Reduced · −472 sh
20Pimco ETF TR
MUNI INCOME OPP
$1.6M35.3K
0.9%
New
New position
21Dimensional ETF Trust
GLOBAL REAL EST
$1.6M53.8K
0.8%
−2.5%
Reduced · −1K sh
22Dimensional ETF Trust
US CORE EQT MKT
$947K18.3K
0.5%
+3.3%
Added · +582 sh
23Schwab Strategic TR
US LCAP GR ETF
$891K26.3K
0.5%
+16%
Added · +4K sh
24Invesco Exch Traded FD TR II
S&P 500 MOMNTM
$727K4.5K
0.4%
New
New position
25Amtech Sys Inc
COM PAR $0.01N
$692K30.0K
0.4%
New
New position
26Capital Group Growth ETF
SHS CREAT UNIT
$658K13.9K
0.4%
+169%
Added · +9K sh
27Apple Inc
COM
$634K2.2K
0.3%
+3.4%
Added · +72 sh
28Dimensional ETF Trust
GLOB CO PLUS ETF
$550K10.1K
0.3%
−0.9%
Reduced · −95 sh
29One Stop Sys Inc
COM
$545K30.0K
0.3%
New
New position
30Invesco QQQ TR
UNIT SER 1
$510K692
0.3%
−3.5%
Reduced · −25 sh
31Pimco ETF TR
INTER MUN BD ACT
$500K9.5K
0.3%
Held
32Nvidia Corporation
COM
$484K2.4K
0.3%
+15%
Added · +315 sh
33Berkshire Hathaway Inc Del
CL B NEW
$380K760
0.2%
−0.3%
Reduced · −2 sh
34TTM Technologies Inc
COM
$375K2.0K
0.2%
New
New position
35Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$353K5.0K
0.2%
+37%
Added · +1K sh
36Exxon Mobil Corp
COM
$347K2.5K
0.2%
−1.2%
Reduced · −32 sh
37Marvell Technology Inc
COM
$305K1.0K
0.2%
New
New position
38Bluerock PVT Real Estate FD
COM
$279K21.4K
0.1%
−53%
Reduced · −24K sh
39Nebius Group N.V.
SHS CLASS A
$276K1.0K
0.1%
New
New position
40Vanguard Specialized Funds
DIV APP ETF
$256K1.1K
0.1%
−0.1%
Reduced · −1 sh
41Vanguard Index FDS
VALUE ETF
$245K1.1K
0.1%
New
New position
42Amazon Com Inc
COM
$220K921
0.1%
New
New position
43Poet Technologies Inc
COM NEW
$103K10.0K
0.1%
New
New position
Showing all 43 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 16, 202643$186.2M13F-HR
Q1 2026Mar 31, 2026Jun 24, 202633$169.1M13F-HR
Q4 2025Dec 31, 2025Jun 17, 202629$170.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.