OPTIMIZE FINANCIAL INC.
All 13F Filings
- Location
- Irvine, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 278,368
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 8/27/2026 | 294 | 278,368 | 13F-HR | OPTIMIZE FINANCIAL INC. |
| Q1 2026 | 5/12/2026 | 297 | 203,288 | 13F-HR | Optimize Financial Inc |
| Q4 2025 | 2/9/2026 | 320 | 198,528 | 13F-HR | Optimize Financial Inc |
| Q3 2025 | 11/5/2025 | 323 | 192,023 | 13F-HR | Optimize Financial Inc |
| Q2 2025 | 8/13/2025 | 231 | 163,434 | 13F-HR | Optimize Financial Inc |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 277.3 K | 99.6% | 74 K | 0 | 74 K |
| Other | 1.079 K | 0.4% | 1.079 K | 0 | 1.079 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/27/2026
Total value ($000)
278,368
Holdings
294
QoQ value change ($000)
75,080
(36.9%)
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.