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Portfolio (Quarterly) Guide ↗

Optivise Advisory Services LLC

· CIK 0002042876
13F Portfolio $165M AUM 183 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 New 54 Added 87 Reduced 37 Exited
Page 7 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LRCX LAM RESEARCH CORP Technology 1,567.0 $335K 0.20% -296.0 -15.9% $213.69 +51.0%
122 AOA ISHARES TR 3,772.0 $334K 0.20% NEW $88.49 +10.4%
123 APH AMPHENOL CORP Technology 2,618.0 $331K 0.20% +1K +62.5% $126.34 +10.5%
124 SHLD GLOBAL X FDS 4,631.0 $328K 0.20% +24.0 +0.5% $70.84 -6.7%
125 FDLS NORTHERN LTS FD TR IV 8,808.0 $325K 0.20% -86.0 -1.0% $36.94 +11.6%
126 MCD MCDONALDS CORP Consumer Cyclical 1,044.0 $324K 0.20% -131.0 -11.2% $310.66 -10.1%
127 SMH VANECK ETF TRUST 834.0 $320K 0.19% +65.0 +8.4% $383.43 +57.0%
128 PRU PRUDENTIAL FINL INC Financial Services 3,210.0 $314K 0.19% -524.0 -14.0% $97.69 +5.1%
129 C CITIGROUP INC Financial Services 2,698.0 $306K 0.18% +733.0 +37.3% $113.42 +11.8%
130 GCOW PACER FDS TR 6,534.0 $302K 0.18% NEW $46.24 +0.2%
131 SGOL ETFS GOLD TR Financial Services 6,715.0 $300K 0.18% +1K +24.7% $44.62 -3.8%
132 TEX TEREX CORP NEW Industrials 4,950.0 $293K 0.18% NEW $59.10 +0.2%
133 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,436.0 $292K 0.18% -119.0 -7.7% $203.13 +7.5%
134 SPYM SPDR SERIES TRUST 3,786.0 $290K 0.17% -8K -69.1% $76.54 +15.4%
135 CVS CVS HEALTH CORP Healthcare 3,986.0 $286K 0.17% $71.82 +26.4%
136 VLO VALERO ENERGY CORP Energy 1,157.0 $286K 0.17% NEW $247.17 -2.3%
137 GOOG ALPHABET INC Communication Services 984.0 $282K 0.17% +27.0 +2.8% $286.82 +34.2%
138 SCHD SCHWAB STRATEGIC TR 9,148.0 $281K 0.17% NEW $30.68 +6.4%
139 ARKK ARK ETF TR 4,121.0 $279K 0.17% -136.0 -3.2% $67.59 +14.3%
140 VOE VANGUARD INDEX FDS 1,489.0 $274K 0.17% $184.33 +5.8%
Page 7 of 10  ·  183 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.6%
Technology 20.5%
Healthcare 9.7%
Communication Services 8.8%
Consumer Defensive 8.0%
Industrials 7.3%
Consumer Cyclical 7.0%
Energy 5.5%
Basic Materials 1.4%
Utilities 0.9%