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Filers›Asset Manager›OPTIMUM INVESTMENT ADVISORS
DOSSIER · 13F-HR · Q3 2025

OPTIMUM INVESTMENT ADVISORS

OPTIMUM INVESTMENT's asset manager based in London, UK — $252M in tracked AUM across 613 positions as of Q3 2025.

OI
OPTIMUM INVESTMENT·London, UK·Asset Manager
CIK 0001037763 · last filed Sep 30, 2025
Total AUM
$252M
▼ 16.2%
vs prior
Holdings
613
—
positions
Whale Score
39
39
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q3 2025 · Q3 2025

OPTIMUM INVESTMENT ADVISORS filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$22M86K8.6%
02
NVDA
NVIDIA CORPORATION
$16M84K6.2%
03
SPY
SPDR S&P 500 ETF TR
$15M23K6.1%
04
MSFT
MICROSOFT CORP
$8M16K3.3%
05
VGT
VANGUARD WORLD FD
$7M9K2.8%
06
GOOG
ALPHABET INC
$6M23K2.2%
07
COST
COSTCO WHSL CORP NEW
$5M6K2.1%
08
META
META PLATFORMS INC
$5M7K1.9%
09
AVGO
BROADCOM INC
$5M14K1.8%
10
AMZN
AMAZON COM INC
$4M19K1.7%

Filing history

Filing history loading…
AI Agent · grounded in OPTIMUM
haiku-4-5 · 613 positions indexed
Sector mix
  • Tech8%
  • Financials13%
  • Cons. Disc.6%
  • Communications47%
  • Industrials24%
  • Energy6%
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