OPTIMUM INVESTMENT ADVISORS

Q3 2025 13F Holdings

  • Location
    chicago, IL
  • Num holdings

    613

  • Value ($000)

    $252,058

  • Date Filed
    10/21/2025
  • Form type
    13F-HR
  • CIK
    0001037763
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$21.77 M
9 %

85,515

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$15.64 M
6 %

83,830

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$15.42 M
6 %

23,146

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$8.42 M
3 %

16,248

---

VANGUARD WORLD FD

INF TECH ETF
92204A702
$7.04 M
3 %

9,427

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$5.66 M
2 %

23,228

COST
COST

COSTCO WHSL CORP NEW

COM
22160K105
$5.39 M
2 %

5,828

META
META

META PLATFORMS INC

CL A
30303M102
$4.82 M
2 %

6,557

AVGO
AVGO

BROADCOM INC

COM
11135F101
$4.53 M
2 %

13,743

AMZN
AMZN

AMAZON COM INC

COM
023135106
$4.20 M
2 %

19,113

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