13F Filings History of Optivise Advisory Services LLC

Latest 13F report
Q4 2025 - 12 Jan 2026
Value $
$173,474,594
Signature - Title
Desaree Tatum - Team Lead, Compliance Support
Location
Franklin, TN
Summary
This page shows a list of all the recent 13F filings made by Optivise Advisory Services LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Optivise Advisory Services LLC reported 199 stock holdings with total value $173,474,594 as of Q4 2025. Top holdings included TFLO, QQH, LGH, NEAR, and SPY.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 199 $173,474,594 +$32,867,858 -$29,340,609 +$3,527,249 TFLO, QQH, LGH, NEAR, SPY 13F-HR 12 Jan 2026, 12:46
Q3 2025 197 $168,133,948 +$30,533,195 -$68,513,299 -$37,980,104 TFLO, QQH, LGH, CWB, NEAR 13F-HR 17 Oct 2025, 14:08
Q2 2025 205 $195,722,238 +$29,233,155 -$21,305,998 +$7,927,157 TFLO, QQH, LGH, IVV, SPY 13F-HR 05 Aug 2025, 14:18
Q1 2025 195 $178,167,420 +$33,561,929 -$35,158,983 -$1,597,054 TFLO, THTA, IVV, LGH, QQH 13F-HR 18 Apr 2025, 14:44
Q4 2024 175 $185,557,228 +$33,862,584 -$38,622,965 -$4,760,381 TFLO, QQH, LGH, THTA, CWB 13F-HR 13 Feb 2025, 15:59
Q3 2024 164 $190,046,768 +$29,473,436 -$29,996,699 -$523,263 TFLO, AGG, QQH, LGH, IVV 13F-HR 12 Nov 2024, 09:28
Q2 2024 179 $185,219,461 $0 $0 $0 TFLO, QQH, LGH, IVV, AGG 13F-HR 14 Nov 2024, 13:06