What does Optivise Advisory Services LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Optivise Advisory Services LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES TR

$12M231K7.1%

ISHARES U S ETF TR

$8M164K5.0%

NORTHERN LTS FD TR III

$6M88K3.7%

NORTHERN LTS FD TR III

$6M108K3.7%

WISDOMTREE TR

$5M107K3.3%

STATE STR SPDR S&P 500 ETF T

$4M6K2.3%

SPDR SERIES TRUST

$4M40K2.2%

ISHARES TR

$3M5K1.9%

NVIDIA CORPORATION

$3M17K1.8%

ISHARES TR

$3M9K1.7%

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