Optivise Advisory Services LLC
All 13F Filings
- Location
- Franklin, TN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 196,993
- 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 | 7/13/2026 | 228 | 196,993 | 13F-HR | Optivise Advisory Services LLC |
| Q1 2026 | 4/15/2026 | 183 | 165,175 | 13F-HR | Optivise Advisory Services LLC |
| Q4 2025 | 1/12/2026 | 199 | 173,475 | 13F-HR | Optivise Advisory Services LLC |
| Q3 2025 | 10/17/2025 | 197 | 168,134 | 13F-HR | Optivise Advisory Services LLC |
| Q2 2025 | 8/5/2025 | 205 | 195,722 | 13F-HR | Optivise Advisory Services LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
75
(0.0% of total reported value)
· QoQ Δ:
+75
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 79.05 K | 41.6% | 7.056 K | 0 | 7.056 K |
| ETFs | 111.2 K | 58.4% | 29.69 K | 0 | 29.69 K |
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Fund Snapshot
Q2 2026
Latest filed
7/13/2026
Total value ($000)
196,993
Holdings
228
QoQ value change ($000)
31,818
(19.3%)
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.