13F Filings History of Optimize Financial Inc

Latest 13F report
Q3 2025 - 05 Nov 2025
Value $
$192,022,980
Signature - Title
Tara Mcclanahan - CHIEF COMPLIANCE OFFICER
Location
Laguna Hills, CA
Summary
This page shows a list of all the recent 13F filings made by Optimize Financial Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Optimize Financial Inc reported 323 stock holdings with total value $192,022,980 as of Q3 2025. Top holdings included PAL, WBD, APP, MU, and AMAT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 323 $192,022,980 +$137,493,104 -$115,160,127 +$22,332,977 PAL, WBD, APP, MU, AMAT 13F-HR 04 Nov 2025, 18:23
Q2 2025 231 $163,434,145 +$6,539,969 -$128,976,791 -$122,436,822 TTMI, AMD, COMM, CRWD, NVDA 13F-HR 13 Aug 2025, 15:01
Q1 2025 219 $137,937,418 $0 $0 $0 INTC, AAPL, CDNS, AMD, VRSN New Holdings 16 May 2025, 18:13
Q1 2025 220 $265,189,614 +$178,256,590 -$37,630,138 +$140,626,452 OPTZ, INTC, AAPL, CDNS, AMD 13F-HR 14 May 2025, 11:25
Q4 2024 234 $133,433,663 $0 $0 $0 APP, TTMI, CRM, CRWD, WIX 13F-HR 13 Feb 2025, 13:44