account_balance
Investment manager · 13F filer · SEC CIK 2070972
Optima Capital LLC
Reported value$253Mas of Sep 30, 2026
Positions161 17 new, 21 sold out
Top 10 weight34.8%SPDW alone is 5%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPDWSPDR Index SHS FDS
5.4%Added +16%
JPIEJ P Morgan Exchange Traded F
3.9%Added +49%
GVALCambria ETF Tr
3.8%Added +33%
GARPiShares Tr
3.6%Added +44%
SPBUAim ETF Products Trust
3.4%Added +7%
DFACDimensional ETF Trust
3.4%Trimmed −12%
RSPInvesco Exchange Traded Fd T
3.2%Trimmed −2%
VUSBVanguard Bd Index FDS
2.9%Added +42%
WTVWisdomtree Tr
2.8%Added +80%
VTIVanguard Index FDS
2.5%−5%
RWLInvesco Exch Traded Fd Tr II
2.4%+4%
IJRiShares Tr
2.3%Added +6%
SPDWSPDR Index SHS FDS
5.4%Added +16%
JPIEJ P Morgan Exchange Traded F
3.9%
GVALCambria ETF Tr
3.8%
GARPiShares Tr
3.6%+44%
SPBUAim ETF Products Trust
3.4%+7%
DFACDimensional ETF Trust
3.4%−12%
RSPInvesco Exchange Traded Fd T
3.2%
VUSBVanguard Bd Index FDS
2.9%
WTVWisdomtree Tr
2.8%
VTIVanguard Index FDS
2.5%
RWLInvesco Exch Traded Fd Tr II
2.4%
IJRiShares Tr
2.3%
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
SPDW SPDR Index SHS FDS 5.4% Added +16%
JPIE J P Morgan Exchange Traded F 3.9% Added +49%
GVAL Cambria ETF Tr 3.8% Added +33%
GARP iShares Tr 3.6% Added +44%
SPBU Aim ETF Products Trust 3.4% Added +7%
DFAC Dimensional ETF Trust 3.4% Trimmed −12%
RSP Invesco Exchange Traded Fd T 3.2% Trimmed −2%
VUSB Vanguard Bd Index FDS 2.9% Added +42%
WTV Wisdomtree Tr 2.8% Added +80%
VTI Vanguard Index FDS 2.5% Trimmed −5%
RWL Invesco Exch Traded Fd Tr II 2.4% Added +4%
IJR iShares Tr 2.3% Added +6%
What changed
Biggest moves since Jun 30, 2026
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