Optima Capital Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    portland, OR
  • CIK
    0002070972
  • All SEC filings
Q2 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

151

$185.86 M
SPHQ, DFAC, DBND, WTV
13F-HR
Jul 15, 2025
000207097225000004

138

$156.95 M
DFAC, DBND, SPHQ, VTI
13F-HR
Jun 13, 2025
000207097225000003

152

$144.97 M
DFAC, VTI, DBND, IJR
13F-HR
Jun 13, 2025
000207097225000002