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Optimist Retirement Group LLC

Q1 2026 13F Holdings

  • Location
    bellevue, WA
  • Num holdings

    113

  • Value ($000)

    $226,736

  • Date Filed
    05/11/2026
  • Form type
    13F-HR
  • CIK
    0002011850
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
P
PCAR

PACCAR INC

COM
693718108
$41.44M
18 %

358,763

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A409
$13.32M
6 %

136,004

S
SPYV

SPDR SERIES TRUST

STATE STREET SPD
78464A508
$13.13M
6 %

232,034

---

SPDR SERIES TRUST

STATE STREET SPD
78464A300
$12.97M
6 %

137,102

S
SLYG

SPDR SERIES TRUST

STATE STREET SPD
78464A201
$12.93M
6 %

133,819

S
SPDW

SPDR INDEX SHS FDS

STATE STREET SPD
78463X889
$7.6M
3 %

166,399

S
SPEM

SPDR INDEX SHS FDS

STATE STREET SPD
78463X509
$6.7M
3 %

142,731

V
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$4.13M
2 %

15,777

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$3.86M
2 %

6,684

L
LLY

ELI LILLY & CO

COM
532457108
$2.94M
1 %

3,197

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