account_balance
Investment manager · 13F filer · SEC CIK 2042876
Optivise Advisory Services LLC
Reported value$204Mas of Sep 30, 2026
Positions231 25 new, 21 sold out
Top 10 weight25.5%DYNF alone is 4%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DYNFBlackRock ETF Trust
3.8%Added +47%
QQHNorthern LTS Fd Tr III
3.3%Trimmed −3%
LGHNorthern LTS Fd Tr III
3.2%Trimmed −3%
TFLOiShares Tr
2.9%Trimmed −12%
IVViShares Tr
2.4%Added +8%
SPYSPDR S&P 500 ETF Trust
2.2%
BUFRFirst Tr Exchng Traded Fd Vi
2.1%Added +26%
VTVanguard Intl Equity Index F
2.0%Trimmed −18%
NVDANVIDIA Corp
1.9%Added +2%
CWBSPDR Series Trust
1.7%Trimmed −4%
MSFTMicrosoft Corp
1.7%Added +5%
NEARiShares U S ETF Tr
1.6%Trimmed −8%
DYNFBlackRock ETF Trust
3.8%+47%
QQHNorthern LTS Fd Tr III
3.3%
LGHNorthern LTS Fd Tr III
3.2%
TFLOiShares Tr
2.9%−12%
IVViShares Tr
2.4%+8%
SPYSPDR S&P 500 ETF Trust
2.2%
BUFRFirst Tr Exchng Traded Fd Vi
2.1%
VTVanguard Intl Equity Index F
2.0%
NVDANVIDIA Corp
1.9%
CWBSPDR Series Trust
1.7%
MSFTMicrosoft Corp
1.7%
NEARiShares U S ETF Tr
1.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DYNF BlackRock ETF Trust 3.8% Added +47%
QQH Northern LTS Fd Tr III 3.3% Trimmed −3%
LGH Northern LTS Fd Tr III 3.2% Trimmed −3%
TFLO iShares Tr 2.9% Trimmed −12%
IVV iShares Tr 2.4% Added +8%
SPY SPDR S&P 500 ETF Trust 2.2% HeldBUFR First Tr Exchng Traded Fd Vi 2.1% Added +26%
VT Vanguard Intl Equity Index F 2.0% Trimmed −18%
NVDA NVIDIA Corp 1.9% Added +2%CWB SPDR Series Trust 1.7% Trimmed −4%
MSFT Microsoft Corp 1.7% Added +5%NEAR iShares U S ETF Tr 1.6% Trimmed −8%
What changed
Biggest moves since Jun 30, 2026
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