Optimize Financial Inc

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    laguna hills, CA
  • CIK
    0002033266
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

219

$137.94M
1848782D, AAPL, CDNS, AMD
NEW HOLDINGS
May 19, 2025
000203326625000003

3

$127.86M
OPTZ, ATEN, AAPL
13F-HR
May 14, 2025
000203326625000002

234

$133.43M
APP, TTMI, CRM, CRWD
13F-HR
Feb 13, 2025
000203326625000001