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Optimize Financial Inc.
Optimize Financial Inc is a Registered Investment Adviser (RIA) based in Laguna Hills, California, USA. The firm provides personalized financial solutions that include wealth planning, portfolio management, estate planning, tax preparation, insurance planning, and employee benefits. It operates with a family office approach to holistic, goals-based financial planning, focusing on equipping clients to grow their wealth with a positive mindset. Founded in 2021, Optimize Financial serves individuals, families, and business owners with comprehensive financial advisory services and white glove support. As of 2025, the firm manages approximately $163 million in AUM and reports holding over 200 securities positions in public markets. Employee count is not explicitly stated.
Investment Strategy
Optimize Financial Inc employs a goals-based, holistic investment strategy tailored to individual client needs. Their approach emphasizes personalized financial planning, comprehensive portfolio management, and proactive strategy execution. The firm integrates estate, tax, and insurance planning to optimize outcomes, favoring long-term wealth growth, risk management, and confidence building. Portfolio construction leverages diversified holdings and adapts to client-specific objectives, supported by ongoing financial coaching and white glove service.
Latest 13F Filing Activity
Optimize Financial Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 227 equity positions with a total 13F market value of $163M. The fund increased holdings in Proficient Auto Logistics in, TTM Technologies Inc., Ast Spacemobile Inc. among other positions. Optimize Financial Inc. reduced exposure to Fedex Corp., Paccar Inc., Paylocity HLDG Corp. among others.
Top Holdings
Equity Positions (227)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TTMI | TTM TECHNOLOGIES INC | 2.04% | $3.3M | 81,549 | $24.75 | $40.82 | +$1.6M |
A AMD | ADVANCED MICRO DEVICES INC | 1.65% | $2.7M | 18,966 | $102.74 | $141.90 | +$728.7K |
C COMM | COMMSCOPE HLDG CO INC | 1.62% | $2.6M | 319,663 | $5.31 | $8.28 | +$937.2K |
C CRWD | CROWDSTRIKE HLDGS INC | 1.61% | $2.6M | 5,173 | $342.16 | $509.31 | +$798.1K |
N NVDA | NVIDIA CORPORATION | 1.61% | $2.6M | 16,674 | $134.29 | $157.99 | +$814.4K |
Industry Allocation
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