SEC Form 13F

Optimist Retirement Group LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-11
Reported value$259,158,347
Positions118

Largest disclosed positions

IssuerTickerClassReported valueReported amount
PACCAR INCPCARCOM$43,099,494358,804
SPDR SERIES TRUSTSPYGST STR P500GRW$16,106,058135,356
SPDR SERIES TRUSTSLYGST STR SP600GRWO$15,705,927131,839
SPDR SERIES TRUSTSLYVST STR SP600SM C$14,938,009136,908
SPDR SERIES TRUSTSPYVST STR P500VAL$14,146,122232,705
SPDR INDEX SHS FDSSPDWST STR PO EX ETF$8,304,492164,804
SPDR INDEX SHS FDSSPEMST PORT MARK ETF$7,340,201141,757
INVESCO QQQ TRQQQUNIT SER 1$4,921,7616,684
KLA CORPKLACCOM NEW$4,822,75415,985
VANGUARD INDEX FDSVBSMALL CP ETF$4,775,76115,755

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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