Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Optas, LLC (CIK 1802961) reported $660.9M across 480 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($54.8M, 8.30%), NVDA ($50.4M, 7.63%), VTI ($44.7M, 6.77%), GOOGL ($35.8M, 5.41%), GOOG ($28.7M, 4.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $54.8M | 8.30% | 91,770 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $50.4M | 7.63% | 289,166 | Added |
| 3 | VTI | VANGUARD INDEX FDS | $44.7M | 6.77% | 139,483 | Added |
| 4 | GOOGL | ALPHABET INC | $35.8M | 5.41% | 124,334 | Added |
| 5 | GOOG | ALPHABET INC | $28.7M | 4.34% | 100,054 | Trimmed |
| 6 | VEU | VANGUARD INTL EQUITY INDEX F | $24.6M | 3.72% | 327,071 | Added |
| 7 | AAPL | APPLE INC | $22.4M | 3.39% | 88,195 | Added |
| 8 | AGG | ISHARES TR | $20.5M | 3.10% | 206,072 | Added |
| 9 | SPYG | SPDR SERIES TRUST | $18.0M | 2.72% | 183,472 | Added |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $17.5M | 2.65% | 26,906 | Hold |
| 11 | MSFT | MICROSOFT CORP | $13.1M | 1.99% | 35,440 | Trimmed |
| 12 | AVGO | BROADCOM INC | $10.9M | 1.65% | 35,186 | Added |
| 13 | VXUS | VANGUARD STAR FDS | $10.0M | 1.52% | 130,236 | Trimmed |
| 14 | AMZN | AMAZON COM INC | $9.2M | 1.39% | 43,997 | Trimmed |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $7.7M | 1.16% | 120,123 | Added |
| 16 | META | META PLATFORMS INC | $7.0M | 1.06% | 12,257 | Added |
| 17 | SPHY | SPDR SERIES TRUST | $6.2M | 0.94% | 267,409 | Added |
| 18 | JPM | JPMORGAN CHASE & CO | $5.2M | 0.79% | 17,751 | Added |
| 19 | VONV | VANGUARD SCOTTSDALE FDS | $4.8M | 0.72% | 51,056 | Trimmed |
| 20 | SPEM | SPDR INDEX SHS FDS | $4.3M | 0.65% | 90,890 | Added |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.9M | 0.59% | 8,168 | Trimmed |
| 22 | LLY | ELI LILLY & CO | $3.6M | 0.55% | 3,937 | Added |
| 23 | VO | VANGUARD INDEX FDS | $3.3M | 0.51% | 11,654 | Trimmed |
| 24 | SQ | BLOCK INC | $3.4M | 0.51% | 56,076 | Added |
| 25 | USXF | ISHARES TR | $3.2M | 0.49% | 58,260 | Added |
Source: SEC Form 13F filings · as of 2026-03-31