13F Filings History of Optimize Financial Inc

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$198,527,708
Signature - Title
Tara Orr - 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 320 stock holdings with total value $198,527,708 as of Q4 2025. Top holdings included PAL, WBD, LITE, MU, and AMAT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 320 $198,527,708 +$5,098,310 -$2,903,234 +$2,195,076 PAL, WBD, LITE, MU, AMAT 13F-HR 09 Feb 2026, 12:30
Q3 2025 323 $192,022,980 +$137,493,104 -$115,160,126 +$22,332,978 PAL, WBD, APP, MU, AMAT 13F-HR 04 Nov 2025, 18:23
Q2 2025 231 $163,434,145 +$6,539,968 -$128,976,814 -$122,436,846 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 +$178,256,613 -$37,630,138 +$140,626,475 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