Sign In
test

Desaree Tatum

Optivise Advisory Services Llc

Assets Managed
$196.993M
Holdings
227
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
19.27%(2Q avg: 7.24%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Optivise Advisory Services Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 227 positions.

Assets under management

The assets under management (AUM) of Optivise Advisory Services Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 196.993M in assets, with a quarterly growth rate of 19.27% and a 2-quarter average growth rate of 7.24%. The portfolio is managed by Desaree Tatum, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQH
Hcm Defender 100 Index Etf
Recent Activity
Decreased -9.42%
3.49%
$6.859M
80,132 shares@ $85.61 avg price
TFLO
Ishares Treasury Floating Ra
Recent Activity
Decreased -42.86%
3.39%
$6.678M
131,894 shares@ $50.63 avg price
LGH
Hcm Defender 500 Index Etf
Recent Activity
Decreased -5.94%
3.3%
$6.485M
101,712 shares@ $63.76 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 132.17%
2.6%
$5.117M
75,232 shares@ $68.02 avg price
VT
Vanguard Tot World Stk Etf
Recent Activity
New Position
2.48%
$4.881M
31,101 shares@ $156.95 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 3.51%
2.33%
$4.582M
6,136 shares@ $746.73 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 20.03%
2.22%
$4.364M
5,827 shares@ $748.89 avg price
CWB
Spdr Bloomberg Convertible S
Recent Activity
Decreased -9.39%
1.98%
$3.9M
36,172 shares@ $107.82 avg price
NEAR
Ishares Sh Dba Etf Usd Inc
Recent Activity
Decreased -56.02%
1.86%
$3.648M
72,004 shares@ $50.66 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Increased 169.98%
1.71%
$3.36M
91,982 shares@ $36.53 avg price

1-10 of 227