Optimize Financial Inc
Q1 2025 13F Detailed Holdings
Location
Laguna Hills, CA
Holdings as of
3/31/2025
Value ($000)
$137,937
Num holdings
219
Date filed
5/19/2025
Form type
13F-HR/A - NEW HOLDINGS
Prev filing
2/13/2025
Next filing
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
Compare Q1 2025 to
2025 Q1
2024 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type
Discretion
Other Manager
Sole
Shared
None
Other Managers
Num
Name
File Number
1
Sound Capital Solutions LLC