13F Filings History of OPTIMA CAPITAL LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$230,890,807
Signature - Title
Justin Boggs - COO
Location
Beaverton, OR
Summary
This page shows a list of all the recent 13F filings made by OPTIMA CAPITAL LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. OPTIMA CAPITAL LLC reported 1407 stock holdings with total value $230,890,807 as of Q4 2025. Top holdings included SPYM, DFAC, VTI, JPIE, and DBND.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 1,407 $230,890,807 +$70,554,769 -$47,930,188 +$22,624,581 SPYM, DFAC, VTI, JPIE, DBND 13F-HR 23 Jan 2026, 16:31
Q3 2025 158 $206,172,336 +$33,405,233 -$23,802,788 +$9,602,445 DBND, SPHQ, DFAC, JPIE, VTI 13F-HR 27 Oct 2025, 17:06
Q2 2025 151 $185,861,714 +$41,375,471 -$22,043,766 +$19,331,705 SPHQ, DFAC, DBND, WTV, VTI 13F-HR 14 Jul 2025, 18:15
Q1 2025 138 $156,951,547 +$50,634,260 -$35,946,027 +$14,688,233 DFAC, DBND, SPHQ, VTI, DBEF 13F-HR 12 Jun 2025, 17:41
Q4 2024 152 $144,969,336 $0 $0 $0 DFAC, VTI, DBND, IJR, RSP 13F-HR 12 Jun 2025, 17:38