Arkolith/Funds/Optivise Advisory Services LLC

Optivise Advisory Services LLC

CIK 2042876
Holdings as of Jun 30, 2026·disclosed Jul 13, 2026·~13-day 13F lag·13F-HR
Active Filer

Optivise Advisory Services LLC holds a diversified book of 227 reported positions worth $196.9M as of Q2 2026 (disclosed Jul 13, 2026, a ~13-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Vanguard Tot World STK ETF and trimmed HCM Defender 100 Index ETF. Their largest long position is HCM Defender 100 Index ETF at 3% of the reported non-option book. They also disclosed $75K in call options (bullish), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2024 would be +22% (+11.6%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+22.1%
+11.6%/yr · since Nov '24
Their reported book
+24.7%
held from quarter-end
S&P 500
+31.4%
same window
$9K$10K$11K$12K$13KNov '24Mar '25Aug '25Dec '25Apr '26Sep '26
Optivise Advisory Services LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +24.7%, a 2.6-point gap that is the cost of the ~13-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Optivise Advisory Services LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~13 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
15%
Top 10 holdings
25%
Top 20 holdings
38%

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

Where the money is, by sector

27% mapped to company sectors

ETFs / funds
69%
Information Technology
10%
Financials
4%
No sector on file yet
4%
Health Care
3%
Consumer Discretionary
3%
Industrials
2%
Energy
1%

+5 sectors below the cut, 4% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Optivise Advisory Services LLC

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.8 / 80$4.5B
Swiss Re Ltd17 / 80$1.0B
Hoffman, Alan N Investment Management8 / 80$154.8M
Constellation Investments, Inc.10 / 80$2.6B
Marest Capital, LLC12 / 80$163.7M
Pioneer Family Office, LLC19 / 80$157.8M
Alternative Investment Advisors, LLC.19 / 80$210.7M
Fortune 45 LLC16 / 80$187.0M

Ranked by the share of each fund's own book sitting in the names it shares with Optivise Advisory Services LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

227 positions
#SecurityValueShares% PortLast moveHistory
1Northern LTS FD TR III
HCM DEFND 100
$6.9M80.1K
3.5%
−9.4%
Reduced · −8K sh
2Ishares TR
TRS FLT RT BD
$6.7M131.9K
3.4%
−43%
Reduced · −99K sh
3Northern LTS FD TR III
HCM DEFEN 500
$6.5M101.7K
3.3%
−5.9%
Reduced · −6K sh
4BlackRock ETF Trust
ISHARES US EQUIT
$5.1M75.2K
2.6%
+132%
Added · +43K sh
5Vanguard Intl Equity Index F
TT WRLD ST ETF
$4.9M31.1K
2.5%
New
New position
6State STR SPDR S&P 500 ETF T
TR UNIT
$4.5M6.0K
2.3%
+1.8%
Added · +108 sh
7Ishares TR
CORE S&P500 ETF
$4.4M5.8K
2.2%
+20%
Added · +972 sh
8SPDR Series Trust
ST STR CONV ETF
$3.9M36.2K
2.0%
−9.4%
Reduced · −4K sh
9Ishares U S ETF TR
SHOR DURA BD ETF
$3.6M72.0K
1.9%
−56%
Reduced · −92K sh
10First TR Exchng Traded FD VI
FT LADD BUFF ETF
$3.4M92.0K
1.7%
+170%
Added · +58K sh
11Nvidia Corporation
COM
$3.3M16.7K
1.7%
−1.2%
Reduced · −201 sh
12BlackRock ETF Trust
ISHA LA CORE ETF
$3.3M64.8K
1.7%
New
New position
13Invesco QQQ TR
UNIT SER 1
$3.1M4.2K
1.6%
+4.8%
Added · +192 sh
14Apple Inc
COM
$2.5M8.7K
1.3%
+18%
Added · +1K sh
15Microsoft Corp
COM
$2.4M6.5K
1.2%
+4.0%
Added · +246 sh
16BlackRock ETF Trust II
ISHA FLEX IN ETF
$2.3M43.3K
1.2%
−15%
Reduced · −8K sh
17SPDR Series Trust
ST STR P500GRW
$2.3M19.0K
1.1%
+11%
Added · +2K sh
18Eli Lilly & Co
COM
$2.2M1.9K
1.1%
+3.8%
Added · +68 sh
19State STR SPDR Dow Jones Ind
UT SER 1
$2.1M4.1K
1.1%
+5.6%
Added · +214 sh
20Alphabet Inc
CAP STK CL A
$2.1M5.8K
1.0%
~0%
Reduced · −1 sh
21Vanguard Index FDS
S&P 500 ETF SHS
$2.0M3.0K
1.0%
+4.6%
Added · +132 sh
22Ishares TR
S&P 100 ETF
$2.0M5.5K
1.0%
−36%
Reduced · −3K sh
23Northern LTS FD TR IV
INSPIRE 500 ETF
$1.9M6.7K
1.0%
−0.7%
Reduced · −50 sh
24Wisdomtree TR
FLOATNG RAT TREA
$1.9M37.7K
1.0%
−65%
Reduced · −69K sh
25First TR Exchng Traded FD VI
FT VEST NASD ETF
$1.9M47.3K
0.9%
+162%
Added · +29K sh
26Northern LTS FD TR IV
INSPIRE 100 ETF
$1.8M31.5K
0.9%
New
New position
27Victory Portfolios II
CORE BD ETF
$1.8M37.9K
0.9%
+57%
Added · +14K sh
28Schwab Strategic TR
US LCAP GR ETF
$1.7M49.9K
0.9%
+2.4%
Added · +1K sh
29Vaneck ETF Trust
FALLEN ANGEL HG
$1.6M53.7K
0.8%
New
New position
30Victory Portfolios II
SHS FR CA FL ETF
$1.6M34.1K
0.8%
−6.8%
Reduced · −3K sh
31Dimensional ETF Trust
INTERNATNAL VAL
$1.6M28.8K
0.8%
+32%
Added · +7K sh
32Invesco Exchange Traded FD T
S&P500 QUALITY
$1.5M17.2K
0.8%
−4.3%
Reduced · −767 sh
33Invesco Exch Traded FD TR II
S&P 500 MOMNTM
$1.5M9.4K
0.8%
New
New position
34Broadcom Inc
COM
$1.5M4.0K
0.8%
+4.1%
Added · +157 sh
35Litman Gregory FDS TR
IMGP DBI MAN ETF
$1.4M47.3K
0.7%
+21%
Added · +8K sh
36SPDR Series Trust
ST STR P500VAL
$1.4M23.3K
0.7%
+3.6%
Added · +816 sh
37Tesla Inc
COM
$1.4M3.3K
0.7%
−12%
Reduced · −454 sh
38Tidal Trust II
RETURN STCKD US
$1.3M41.1K
0.7%
New
New position
39Capitol Ser TR
HULL TACTICAL
$1.3M30.2K
0.7%
New
New position
40Ishares TR
S&P 500 GRWT ETF
$1.3M9.4K
0.7%
−9.9%
Reduced · −1K sh
41Amazon Com Inc
COM
$1.3M5.4K
0.7%
+2.6%
Added · +136 sh
42Vaneck ETF Trust
IG FLOA RATE ETF
$1.2M48.1K
0.6%
−4.1%
Reduced · −2K sh
43Northern LTS FD TR IV
INSPIRE CORP BD
$1.2M51.6K
0.6%
−2.5%
Reduced · −1K sh
44BlackRock ETF Trust
ISHA I IN TE ETF
$1.2M22.9K
0.6%
−9.0%
Reduced · −2K sh
45BlackRock ETF Trust
ISHA SYST AL ETF
$1.2M42.2K
0.6%
New
New position
46Ishares TR
SYSTEMATIC BD ET
$1.1M12.7K
0.6%
−12%
Reduced · −2K sh
47Ishares TR
MSCI USA VALUE
$1.1M5.3K
0.5%
New
New position
48Vanguard Whitehall FDS
HIGH DIV YLD
$1.1M6.7K
0.5%
+11%
Added · +656 sh
49BlackRock ETF Trust II
ISHARES AAA CLO
$1.0M19.9K
0.5%
+12%
Added · +2K sh
50JPMorgan Chase & Co
COM
$1.0M3.1K
0.5%
+9.9%
Added · +282 sh
Showing 50 of 227 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$75K
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishSS SPDR S&P 500 ETF TRUST-USSPY$75K100

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the non-option book, weighting, concentration and sector figures above.

Filing history

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

$197.0M · Q2 2026Q2 2024 · $185.2MQ2 2026 · $197.0M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 13, 202613d228$197.0M13F-HR
Q1 2026Mar 31, 2026Apr 15, 202615d183$165.2M13F-HR
Q4 2025Dec 31, 2025Jan 12, 202612d199$173.5M13F-HR
Q3 2025Sep 30, 2025Oct 17, 202517d197$168.1M13F-HR
Q2 2025Jun 30, 2025Aug 5, 202536d205$195.7M13F-HR
Q1 2025Mar 31, 2025Apr 18, 202518d196$178.2M13F-HR
Q4 2024Dec 31, 2024Feb 13, 202544d175$185.6M13F-HR
Q2 2024Jun 30, 2024Nov 14, 2024137d179$185.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.