13F Insight
DOSSIER · 13F-HR · Q3 2025

OPTIMUM INVESTMENT ADVISORS

$252M in tracked AUM across 613 positions as of Q3 2025.

OI
CIK 0001037763 · last filed Sep 30, 2025
Total AUM
$252M
as of Q3 2025
Holdings
613
—
positions
Whale Score
39
39
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2025Q3Sep 30
$252M▲ 9.5%
613 positionsView →2025Q2Jun 30
$230M▲ 8.4%
614 positionsLocked2025Q1Mar 31
$212M▼ 6.3%
639 positionsLocked2024Q4Dec 31
$227M▼ 2.0%
618 positionsLocked2024Q3Sep 30
$231M▲ 3.8%
638 positionsLocked2024Q2Jun 30
$223M▲ 2.3%
637 positionsLocked2024Q1Mar 31
$218M▲ 9.5%
640 positionsLocked2023Q4Dec 31
$199M▲ 1.8%
639 positionsLocked2023Q3Sep 30
$195M▼ 4.4%
723 positionsLocked2023Q2Jun 30
$204M▲ 7.0%
714 positionsLocked2023Q1Mar 31
$191M▲ 3.4%
738 positionsLocked2022Q4Dec 31
$185M▼ 0.7%
761 positionsLocked
Showing 12 of 30