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Optimus Capital Advisors

Latest statistics and disclosures from Optimus Capital Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002140431

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Positions held by Optimus Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Optimus Capital Advisors

Optimus Capital Advisors holds 29 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Us Equity Market (DFUS)	13.2	$23M	304k	74.17	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	13.2	$23M	567k	39.59	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	9.2	$16M	137k	115.10	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	8.0	$14M	359k	38.11	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	6.4	$11M	258k	42.56	View chart
Pimco Etf Tr Multisector Bd (PYLD)	6.2	$11M	394k	26.68	View chart
Dimensional Etf Trust Short Duration F (DFSD)	5.9	$10M	209k	47.95	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	4.2	$7.2M	151k	48.17	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	4.0	$6.9M	181k	38.03	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	3.6	$6.1M	115k	52.64	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	3.3	$5.7M	104k	54.24	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	3.2	$5.4M	107k	50.65	View chart
Goldman Sachs Physical Gold Unit (AAAU)	2.9	$4.9M	115k	42.55	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	2.8	$4.8M	95k	50.43	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	2.8	$4.7M	149k	31.66	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	2.7	$4.6M	86k	53.66	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	1.7	$2.8M	103k	27.38	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.7	$2.8M	8.4k	335.28	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.2	$2.0M	29k	69.67	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.9	$1.6M	61k	26.42	View chart
Bluerock Pvt Real Estate (BPRE)	0.6	$1.1M	73k	15.00	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.5	$838k	18k	46.80	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.4	$706k	13k	54.07	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$685k	1.1k	614.47	View chart
Apple (AAPL)	0.3	$514k	1.9k	271.86	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$503k	15k	32.62	View chart
NVIDIA Corporation (NVDA)	0.3	$438k	2.3k	186.50	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$287k	571.00	502.65	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$230k	5.2k	44.47	View chart

Past Filings by Optimus Capital Advisors

SEC 13F filings are viewable for Optimus Capital Advisors going back to 2025

Optimus Capital Advisors 2025 Q4 filed June 17, 2026

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