OPTIMUM INVESTMENT ADVISORS

Q3 2025 13F Holdings

  • Location
    chicago, IL
  • Num holdings

    613

  • Value ($000)

    $252,058

  • Date Filed
    10/21/2025
  • Form type
    13F-HR
  • CIK
    0001037763
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$21.77M
9 %

85,515

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$15.64M
6 %

83,830

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$15.42M
6 %

23,146

M
MSFT

MICROSOFT CORP

COM
594918104
$8.42M
3 %

16,248

---

VANGUARD WORLD FD

INF TECH ETF
92204A702
$7.04M
3 %

9,427

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$5.66M
2 %

23,228

C
COST

COSTCO WHSL CORP NEW

COM
22160K105
$5.39M
2 %

5,828

M
META

META PLATFORMS INC

CL A
30303M102
$4.82M
2 %

6,557

A
AVGO

BROADCOM INC

COM
11135F101
$4.53M
2 %

13,743

A
AMZN

AMAZON COM INC

COM
023135106
$4.20M
2 %

19,113

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