13F Filings History of Optimize Financial Inc
- Latest 13F filing
- Q1 2026 - 12 May 2026
- Latest reported 13F value
- $203,287,733
- Largest 13F holdings
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LITE SNDK STX TTMI WDC KLAC TER AAPL LRCX MTSI FN AMD
+8 more
AMAT FSLR ARW KEYS TEL COHR ADI QRVO - Form 13F summary
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- Optimize Financial Inc Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Optimize Financial Inc reported 297 equity holdings with a total reported market value of $203,287,733 for Q1 2026. Top reported holdings included LITE, SNDK, STX, TTMI, and WDC.
- Manager signature
- Casey Witters - Chief Executive Officer
- Manager location
- Laguna Hills, CA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$203,287,733
Quarter delta
+$4,760,025
Accepted
12 May 2026, 11:06
Rows shown
1-7 of 7
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 297 | $203,287,733 | +$131,308,422 | -$128,488,606 | +$2,819,816 | LITE, SNDK, STX, TTMI, WDC | 13F-HR | 12 May 2026, 11:06 |
| 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 |