Optimist Retirement Group LLC
All 13F Filings
- Location
- Bellevue, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 259,158
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 118 | 259,158 | 13F-HR | Optimist Retirement Group LLC |
| Q1 2026 | 5/11/2026 | 113 | 226,736 | 13F-HR | Optimist Retirement Group LLC |
| Q4 2025 | 2/9/2026 | 113 | 218,265 | 13F-HR | Optimist Retirement Group LLC |
| Q3 2025 | 11/17/2025 | 118 | 221,276 | 13F-HR | Optimist Retirement Group LLC |
| Q2 2025 | 8/15/2025 | 117 | 208,607 | 13F-HR | Optimist Retirement Group LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 158.7 K | 61.2% | 18.81 K | 0 | 18.81 K |
| ETFs | 100.5 K | 38.8% | 13.62 K | 0 | 13.62 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
259,158
Holdings
118
QoQ value change ($000)
32,422
(14.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.