Optivise Advisory Services LLC - Portfolio overview

Optivise Advisory Services LLC has 238 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. TFLO - ISHARES TR, 6.24%
2. NEAR - ISHARES U S ETF TR, 4.44%
3. QQH - NORTHERN LTS FD TR III, 3.30%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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