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Optimist Retirement Group LLC

CIK:0002011850
Investment Adviser
$209M AUM
117 holdings
Bellevue, WA, USA
Founded:2019
2 employees
Latest filing:Jun 30, 2025

Optimist Retirement Group LLC is a SEC-registered investment adviser headquartered in Bellevue, Washington. The firm, founded prior to 2019, is a boutique investment advisory and wealth management firm serving primarily high-net-worth individuals, with a total of 2 employees—both functioning as investment professionals. It provides discretionary portfolio management and financial planning services tailored to its clients' retirement and investment needs.

Investment Strategy

Optimist Retirement Group LLC specializes in managing diversified portfolios for individuals and high-net-worth clients, employing a discretionary investment approach. The firm constructs portfolios primarily using public equities and ETFs, focusing on a blend of growth and value strategies aimed at achieving long-term capital appreciation while considering clients’ risk tolerances and retirement objectives.

Latest 13F Filing Activity

Optimist Retirement Group LLC filed their most recent 13F report on Jun 30, 2025 disclosing 114 equity positions with a total 13F market value of $209M. The fund increased holdings in SPDR Series Trust, Western Un Co., Broadcom Inc. among other positions. Optimist Retirement Group LLC reduced exposure to Papa Johns Intl Inc., Paccar Inc., Bristol-myers Squibb Co. among others.

Top Buys
S
SPYGSPDR SERIES TRUST
+$2.1M
W
WUWESTERN UN CO
+$1.7M
A
AVGOBROADCOM INC
+$1.1M
S
SLYGSPDR SERIES TRUST
+$862.3K
M
MSFTMICROSOFT CORP
+$733.3K
Top Sells
P
PZZAPAPA JOHNS INTL INC
-$2.4M
P
PCARPACCAR INC
-$1.5M
B
BMYBRISTOL-MYERS SQUIBB CO
-$495.4K
A
ABBVABBVIE INC
-$347.2K
B
BRK-BBERKSHIRE HATHAWAY INC DEL
-$283.9K

Top Holdings

P
PCARPACCAR INC
+16.6%$34.7M
S
SPYGSPDR SERIES TRUST
+6.6%$13.8M
S
SPYVSPDR SERIES TRUST
+5.8%$12.1M
S
SLYGSPDR SERIES TRUST
+5.6%$11.7M
S
SLYVSPDR SERIES TRUST
+5.4%$11.2M

Equity Positions (114)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
PACCAR INC16.65%$34.7M365,282$97.65$95.06-$1.5M
SPDR SERIES TRUST6.60%$13.8M144,380$65.06$95.32+$2.1M
SPDR SERIES TRUST5.80%$12.1M231,117$46.84$52.34+$201.0K
SPDR SERIES TRUST5.63%$11.7M132,382$84.20$88.75+$862.3K
SPDR SERIES TRUST5.38%$11.2M140,613$83.22$79.76+$625.5K

Industry Allocation

MOTOR VEHICLES & PASSENGER CAR BODIES
+16.0%
PHARMACEUTICAL PREPARATIONS
+9.3%
CIGARETTES
+3.1%
COMPUTER & OFFICE EQUIPMENT
+2.4%
BEVERAGES
+2.1%