OPTIMA CAPITAL LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
1413
Quarter
2025 Q4
Top Holding
SPLG (4.2%)
Top 10 Concentration
26.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 1413
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SPLG
SPDR SERIES TRU...
ETF 4.23% 0.33% #1 73
Prev: #74
4.0 113,258 1314.7%
P
S
121,873 $9,776,612 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAC
DIMENSIONAL ETF...
ETF 3.51% 3.86% #2 1
Prev: #3
1.4 -1,691 -0.8%
P
S
204,859 $8,110,364 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD INDEX ...
ETF 2.57% 2.82% #3 2
Prev: #5
3.0 55 0.3%
P
S
17,722 $5,941,657 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JPIE
J P MORGAN EXCH...
ETF 2.45% 2.90% #4
Prev: #4
1.0 -7,016 -5.5%
P
S
121,715 $5,656,870 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DBND
DOUBLELINE ETF ...
ETF 2.41% 4.08% #5 4
Prev: #1
1.1 -60,531 -33.5%
P
S
120,040 $5,565,595 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RSP
INVESCO EXCHANG...
Unknown 2.35% 2.65% #6 1
Prev: #7
0.9 -462 -1.6%
P
S
28,367 $5,433,965 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JBND
J P MORGAN EXCH...
Bond/Debt 2.32% #7
Prev: #—
2.9 98,815 no change
NEW
98,815 $5,356,210 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IEFA
ISHARES TR
ETF 2.22% 2.17% #8 1
Prev: #9
2.9 5,986 11.7%
P
S
57,263 $5,122,748 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GVAL
CAMBRIA ETF TR
ETF 2.04% 2.03% #9 1
Prev: #10
2.8 6,330 4.4%
P
S
149,586 $4,707,472 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AGGY
WISDOMTREE TR
ETF 1.86% #10
Prev: #—
2.7 97,744 no change
NEW
97,744 $4,305,599 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GARP
ISHARES TR
ETF 1.74% #11
Prev: #—
2.7 58,935 no change
NEW
58,935 $4,013,474 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAI
DIMENSIONAL ETF...
Bond/Debt 1.65% 1.75% #12 4
Prev: #16
2.7 700 0.7%
P
S
99,677 $3,798,706 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VIG
VANGUARD SPECIA...
ETF 1.64% 1.77% #13 2
Prev: #15
2.7 368 2.2%
P
S
17,205 $3,781,286 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WTV
WISDOMTREE TR
Unknown 1.54% 2.44% #14 6
Prev: #8
0.7 -17,360 -31.4%
P
S
37,994 $3,544,870 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPDW
SPDR INDEX SHS ...
ETF 1.52% #15
Prev: #—
2.6 79,184 no change
NEW
79,184 $3,516,551 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JPST
J P MORGAN EXCH...
ETF 1.51% #16
Prev: #—
2.6 68,644 no change
NEW
68,644 $3,484,530 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RWL
INVESCO EXCH TR...
ETF 1.48% 1.48% #17 4
Prev: #21
2.6 2,347 8.5%
P
S
29,858 $3,418,741 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IJR
ISHARES TR
ETF 1.44% 1.66% #18 1
Prev: #17
0.6 -1,129 -3.9%
P
S
27,598 $3,316,728 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
ETF 1.42% 1.57% #19 1
Prev: #18
0.6 -53 -1.0%
P
S
5,337 $3,278,638 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BITB
BITWISE BITCOIN...
Bond/Debt 1.35% 1.89% #20 7
Prev: #13
2.6 2,861 4.6%
P
S
65,328 $3,107,000 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 1.31% 1.92% #21 9
Prev: #12
0.6 -1,498 -25.3%
P
S
4,422 $3,022,580 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPBU
AIM ETF PRODUCT...
ETF 1.22% 0.91% #22 15
Prev: #37
2.6 32,600 48.4%
P
S
99,966 $2,814,043 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IDMO
INVESCO EXCH TR...
Bond/Debt 1.20% 1.54% #23 3
Prev: #20
0.5 -9,232 -15.7%
P
S
49,754 $2,764,819 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 1.18% 1.27% #24 1
Prev: #25
2.5 70 1.6%
P
S
4,336 $2,714,981 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHB
SCHWAB STRATEGI...
ETF 1.15% 1.24% #25 1
Prev: #26
2.5 1,808 1.8%
P
S
101,151 $2,653,190 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NSEP
INNOVATOR ETFS ...
Warrant 0.00% 0.69%
Sold All 😨
(Was: #46)
0.3 -49,425 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DIA
SPDR DOW JONES ...
ETF 0.00% 0.39%
Sold All 😨
(Was: #64)
0.3 -1,728 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BBJP
J P MORGAN EXCH...
ETF 0.00% 0.38%
Sold All 😨
(Was: #65)
0.3 -11,934 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BSCP
INVESCO EXCH TR...
ETF 0.00% 0.14%
Sold All 😨
(Was: #125)
0.3 -13,838 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 1413 holdings

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