Optimist Retirement Group LLC - Portfolio overview

Optimist Retirement Group LLC has 138 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Industrials and Healthcare.

Largest reported holdings by portfolio allocation

1. PCAR - PACCAR INC, 17.34%
2. SPYG - SPDR SERIES TRUST, 5.57%
3. SPYV - SPDR SERIES TRUST, 5.49%

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

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