Optimus Capital Advisors, LLC Top Holdings and 13F Report (2026) About Optimus Capital Advisors, LLCInvestment ActivityOptimus Capital Advisors, LLC has $169.11 million in total holdings as of March 31, 2026.Optimus Capital Advisors, LLC owns shares of 33 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 3.84% of the portfolio was purchased this quarter.About 4.13% of the portfolio was sold this quarter.This quarter, Optimus Capital Advisors, LLC has purchased 29 new stocks and bought additional shares in 13 stocks.Optimus Capital Advisors, LLC sold shares of 15 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $22,987,025Dimensional U.S. Equity ETF $21,843,535Alpha Architect 1-3 Month Box ETF $16,435,963Dimensional International Core Equity Market ETF $14,734,639PIMCO Multi Sector Bond Active ETF $10,900,119 Largest New Holdings this Quarter 72201R866 - PIMCO Intermediate Municipal Bond Exchange-Traded Fund $495,805 Holding30231G102 - ExxonMobil $436,026 Holding921908844 - Vanguard Dividend Appreciation ETF $232,643 Holding921943858 - Vanguard FTSE Developed Markets ETF $231,725 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 24,194 shares (about $940.18K)Dimensional International Core Equity Market ETF 18,958 shares (about $738.60K)PIMCO Multi Sector Bond Active ETF 22,227 shares (about $582.35K)Capital Group Municipal Income ETF 20,538 shares (about $557.61K)PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund 9,786 shares (about $529.49K) Largest Sales this Quarter Dimensional Short-Duration Fixed Income ETF 63,778 shares (about $3.05M)DIMENSIONAL ETF TRUST 38,208 shares (about $1.94M)DIMENSIONAL ETF TRUST 8,860 shares (about $464.71K)BLUEROCK PVT REAL ESTATE FD 27,807 shares (about $461.88K)Invesco QQQ 397 shares (about $229.14K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOptimus Capital Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$22,987,025$940,179 â–²4.3%591,53413.6%ETFDFUSDimensional U.S. Equity ETF$21,843,535$317,180 â–²1.5%308,04612.9%ETFBOXXAlpha Architect 1-3 Month Box ETF$16,435,963$487,837 â–²3.1%141,3369.7%ETFDFAIDimensional International Core Equity Market ETF$14,734,639$738,604 â–²5.3%378,1998.7%ETFPYLDPIMCO Multi Sector Bond Active ETF$10,900,119$582,348 â–²5.6%416,0356.4%ETFDFCFDimensional Core Fixed Income ETF$10,842,049$51,128 â–¼-0.5%256,7996.4%ETFDFNMDimensional National Municipal Bond ETF$7,251,632$40,357 â–²0.6%151,2964.3%ETFDFSDDimensional Short-Duration Fixed Income ETF$6,938,306$3,053,697 â–¼-30.6%144,9104.1%ETFDUHPDimensional US High Profitability ETF$6,514,695$125,536 â–¼-1.9%177,2223.9%ETFDIMENSIONAL ETF TRUST$5,774,095$134,633 â–²2.4%106,6623.4%GLOBAL CR ETFDIMENSIONAL ETF TRUST$5,579,421$464,711 â–¼-7.7%106,3753.3%DIMENSIONAL INTEAAAUGoldman Sachs Physical Gold ETF$5,284,275$8,638 â–¼-0.2%114,4033.1%FinanceSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$5,215,251$407,534 â–²8.5%103,3753.1%ETFSTPZPIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund$5,160,043$529,488 â–²11.4%95,3683.1%ETFDIHPDimensional International High Profitability ETF$4,759,778$44,142 â–¼-0.9%147,7272.8%ETFDIMENSIONAL ETF TRUST$3,462,512$1,937,518 â–¼-35.9%68,2812.0%ULTRASHORT FIXEDCGMUCapital Group Municipal Income ETF$3,363,374$557,608 â–²19.9%123,8812.0%ETFVTIVanguard Total Stock Market ETF$2,517,925$186,382 â–¼-6.9%7,8491.5%ETFDFASDimensional U.S. Small Cap ETF$2,024,432$57,829 â–¼-2.8%28,4611.2%ETFDFGRDimensional Global Real Estate ETF$1,467,204$158,070 â–¼-9.7%55,2000.9%ETFDFAUDimensional US Core Equity Market ETF$800,519$7,400 â–¼-0.9%17,7420.5%ETFBLUEROCK PVT REAL ESTATE FD$753,984$461,878 â–¼-38.0%45,3930.4%COMSCHGSchwab U.S. Large-Cap Growth ETF$661,732$212,441 â–²47.3%22,7170.4%ETFDIMENSIONAL ETF TRUST$550,261$154,302 â–¼-21.9%10,1920.3%GLOBAL CORE PLUSAAPLApple$537,527$58,118 â–²12.1%2,1180.3%Computer and TechnologyMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$495,805$495,805 â–²New Holding9,5000.3%ETFXOMExxonMobil$436,026$436,026 â–²New Holding2,5700.3%EnergyQQQInvesco QQQ$413,838$229,140 â–¼-35.6%7170.2%FinanceNVDANVIDIA$366,763$42,379 â–¼-10.4%2,1030.2%Computer and TechnologyBRK.BBerkshire Hathaway$365,150$91,527 â–²33.5%7620.2%FinanceVIGVanguard Dividend Appreciation ETF$232,643$232,643 â–²New Holding1,0820.1%ETFVEAVanguard FTSE Developed Markets ETF$231,725$231,725 â–²New Holding3,6160.1%ETFCGGRCapital Group Growth ETF$207,9030.0%5,1730.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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