StockDriftsStockDriftsTop 50 Optimum Investment Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 8.64% | 85.5K | $21.8M | -0.73%(-625) | $25.45(+966.49%) | 2025-09-30 | |
| NVDA | NVIDIA CORPORATION | 6.21% | 83.8K | $15.6M | -3.46%(-3.00K) | $22.30(+682.65%) | 2025-09-30 | |
| SPY | SPDR S&P 500 ETF TR | 6.12% | 23.1K | $15.4M | +0.62%(+143) | $208.16(+225.68%) | 2025-09-30 | |
| MSFT | MICROSOFT CORP | 3.34% | 16.2K | $8.4M | -1.10%(-180) | $50.73(+858.01%) | 2025-09-30 | |
| VGT | VANGUARD WORLD FD | 2.79% | 9.4K | $7.0M | -3.51%(-343) | $234.55(+216.91%) | 2025-09-30 | |
| GOOG | ALPHABET INC | 2.24% | 23.2K | $5.7M | -0.62%(-145) | $47.01(+547.27%) | 2025-09-30 | |
| COST | COSTCO WHSL CORP NEW | 2.14% | 5.8K | $5.4M | +0.00%(+0) | $144.67(+494.07%) | 2025-09-30 | |
| META | META PLATFORMS INC | 1.91% | 6.6K | $4.8M | +0.00%(+0) | $144.63(+360.01%) | 2025-09-30 | |
| AVGO | BROADCOM INC | 1.8% | 13.7K | $4.5M | +0.00%(+0) | $36.60(+794.99%) | 2025-09-30 | |
| AMZN | AMAZON COM INC | 1.67% | 19.1K | $4.2M | +2.48%(+462) | $68.25(+231.71%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +30.21% | +120.79% | — | — | +120.79% |
| Top 20 Holdings Unweighted | +32.00% | +129.98% | — | — | +129.98% |
Optimum Investment Advisors reports $252.00M in US-listed equity holdings across 612 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (8.6%), NVDA (6.2%) and SPY (6.1%). The top 20 holdings account for 49.59% of reported assets. Its disclosed equity book has returned +120.79% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Optimum Investment Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1037763). View Optimum Investment Advisors’s 13F filings on SEC