Fund HoldingsOptivise Advisory Services LLC

Total Portfolio Value
$196.92M
Total Bought
$79.63M
Total Sold
$54.66M
Net Transaction
+$24.97M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
VANGUARD INTL EQUITY INDEX F031,101+31,10104,8812.48%+4,881
SPDR SERIES TRUST
ST STR CONV ETF
036,172+36,17203,9001.98%+3,900
ISHARES U S ETF TR
SHOR DURA BD ETF
072,004+72,00403,6481.85%+3,648
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
091,982+91,98203,3601.71%+3,360
BLACKROCK ETF TRUST
ISHA LA CORE ETF
064,780+64,78003,2631.66%+3,263
BLACKROCK ETF TRUST
ISHARES US EQUIT
075,232+75,23205,1172.60%+5,117
BLACKROCK ETF TRUST II043,282+43,28202,2651.15%+2,265
SPDR SERIES TRUST
ST STR P500GRW
018,967+18,96702,2571.15%+2,257
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
047,285+47,28501,8570.94%+1,857
NORTHERN LTS FD TR IV
INSPIRE 100 ETF
031,523+31,52301,8250.93%+1,825
VICTORY PORTFOLIOS II
CORE BD ETF
037,850+37,85001,7730.90%+1,773
VANECK ETF TRUST
FALLEN ANGEL HG
053,660+53,66001,5690.80%+1,569
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
034,128+34,12801,5610.79%+1,561
INVESCO EXCH TRADED FD TR II09,431+9,43101,5230.77%+1,523
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
047,262+47,26201,4470.73%+1,447
SPDR SERIES TRUST
ST STR P500VAL
023,312+23,31201,4170.72%+1,417
TIDAL TRUST II
RETURN STCKD US
041,090+41,09001,3430.68%+1,343
CAPITOL SER TR
HULL TACTICAL
030,160+30,16001,3230.67%+1,323
VANECK ETF TRUST
IG FLOA RATE ETF
048,089+48,08901,2320.63%+1,232
BLACKROCK ETF TRUST
ISHA I IN TE ETF
022,932+22,93201,2090.61%+1,209
ISHARES TR4,8555,827+9723,1724,3642.22%+1,192
BLACKROCK ETF TRUST
ISHA SYST AL ETF
042,229+42,22901,1850.60%+1,185
ISHARES TR
MSCI USA VALUE
05,272+5,27201,0530.53%+1,053
TIDAL TRUST I041,471+41,47109760.50%+976
ISHARES TR
MSCI USA MMENTM
02,641+2,64109050.46%+905
FIRST TR EXCHANGE-TRADED FD041,086+41,08608540.43%+854
INVESCO QQQ TR04,223+4,22303,1101.58%+3,110
DELL TECHNOLOGIES INC(DELL)01,754+1,75407570.38%+757
INVESCO EXCH TRADED FD TR II04,763+4,76307410.38%+741
BLACKROCK ETF TRUST
ISHA US THEM ETF
016,554+16,55407140.36%+714
LEGG MASON ETF INVT
FRANKLIN INTL LW
017,259+17,25907000.36%+700
NORTHERN LTS FD TR III
HCM DEFND 100
080,132+80,13206,8593.48%+6,859
STATE STR SPDR S&P 500 ETF T(SPY)06,036+6,03604,5072.29%+4,507
APPLE INC(AAPL)08,738+8,73802,5281.28%+2,528
ISHARES TR07,065+7,06506110.31%+611
ELI LILLY & CO(LLY)01,869+1,86902,2411.14%+2,241
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
020,232+20,23205740.29%+574
SELECT SECTOR SPDR TR
ST STR FINL ETF
010,165+10,16505450.28%+545
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,773+2,77305280.27%+528
ADVANCED MICRO DEVICES INC(AMD)0903+90305250.27%+525
PACER FDS TR
NASD IN PATE ETF
012,619+12,61904690.24%+469
CARPENTER TECHNOLOGY CORP(CRS)0705+70504350.22%+435
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
21,83528,807+6,9721,1521,5560.79%+404
ALPHABET INC(GOOG)05,783+5,78302,0671.05%+2,067
NVIDIA CORPORATION(NVDA)016,707+16,70703,3431.70%+3,343
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
06,049+6,04903720.19%+372
VANECK ETF TRUST
SEMICONDUCTR ETF
8341,012+1783206640.34%+344
VANGUARD INDEX FDS02,971+2,97102,0401.04%+2,040
STATE STR SPDR DOW JONES IND(DIA)3,8424,056+2141,7802,1191.08%+339
NORTHERN LTS FD TR III
HCM DEFEN 500
0101,712+101,71206,4853.29%+6,485
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
02,444+2,44403260.17%+326
SPDR SERIES TRUST
ST STR AGGRE ETF
012,632+12,63203220.16%+322
BROADCOM INC(AVGO)04,008+4,00801,5140.77%+1,514
VANGUARD WORLD FD
INF TECH ETF
6096,123+5,5144257320.37%+307
LAM RESEARCH CORP(LRCX)1,5671,476-913356400.32%+305
DELTA AIR LINES INC(DAL)03,185+3,18502980.15%+298
ISHARES TR0448+44802870.15%+287
ISHARES TR02,793+2,79302810.14%+281
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
06,197+6,19702750.14%+275
SPDR SERIES TRUST
ST STR P500ETF
03,067+3,06702700.14%+270
SCHWAB STRATEGIC TR049,918+49,91801,6890.86%+1,689
SERVICENOW INC(NOW)02,703+2,70302680.14%+268
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
0984+98402670.14%+267
INTERNATIONAL BUSINESS MACHS(IBM)0903+90302540.13%+254
KLA CORP(KLAC)0837+83702520.13%+252
CUMMINS INC(CMI)1,0501,127+775658040.41%+239
GENERAL DYNAMICS CORP(GD)0672+67202380.12%+238
PNC FINL SVCS GROUP INC(PNC)0957+95702360.12%+236
PROSHARES TR
PSHS ULTRA QQQ
02,436+2,43602360.12%+236
ISHARES TR02,375+2,37502320.12%+232
PACER FDS TR
US LRG CP CASH
05,762+5,76202310.12%+231
ISHARES TR
RUSEL 2500 ETF
02,506+2,50602300.12%+230
MICRON TECHNOLOGY INC(MU)0196+19602270.12%+227
MORGAN STANLEY(MS)01,081+1,08102260.11%+226
NORTHERN LTS FD TR IV
INSPIRE 500 ETF
06,703+6,70301,9180.97%+1,918
ISHARES TR
CORE DIV GRWTH
02,976+2,97602260.11%+226
FLEX LTD(FLEX)01,388+1,38802250.11%+225
ISHARES TR
BROAD USD HIGH
06,034+6,03402230.11%+223
PAGAYA TECHNOLOGIES LTD(PGY)012,232+12,23202230.11%+223
SPACE EXPLORATION TECHN CORP01,297+1,29702220.11%+222
GALLAGHER ARTHUR J & CO(AJG)0960+96002200.11%+220
APPLIED MATLS INC591585-62024230.21%+220
SEZZLE INC(SEZL)01,283+1,28302200.11%+220
UNITEDHEALTH GROUP INC(UNH)0529+52902200.11%+220
TEXAS INSTRS INC(TXN)0731+73102180.11%+218
LAMAR ADVERTISING CO(LAMR)01,395+1,39502180.11%+218
VANGUARD WORLD FD09,260+9,26008140.41%+814
AMKOR TECHNOLOGY INC02,498+2,49802150.11%+215
PACER FDS TR
AMERICAN ENERGY
04,714+4,71402140.11%+214
SCHWAB STRATEGIC TR9,14815,584+6,4362814940.25%+214
FIRST TR EXCHANGE-TRADED FD0630+63002110.11%+211
AMERICAN ELEC PWR CO INC01,539+1,53902110.11%+211
ISHARES TR01,419+1,41902100.11%+210
FERGUSON ENTERPRISES INC(FERG)0882+88202090.11%+209
OKLO INC(OKLO)03,987+3,98702090.11%+209
MONOLITHIC PWR SYS INC(MPWR)0151+15102090.11%+209
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQUIT
05,616+5,61602050.10%+205
SELECT SECTOR SPDR TR
ST STR SVC ETF
01,902+1,90202040.10%+204
MCKESSON CORP(MCK)0269+26902030.10%+203
PROSHARES TR
EQTS FOR RISIN
02,465+2,46502010.10%+201
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