Optimize Financial Inc

Position in ELV — Elevance Health, Inc.

CIK 2033266 LAGUNA HILLS, CA

Position in ELV

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$447,907

New position

Shares Held

1,530

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Mar 31, 2026

Optimize Financial Inc holds $1,468,380 across 3 Healthcare Plans names. ELV ranks #2 (30.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	8,151	$585,404
2	ELV	Elevance Health, Inc. This page	1,530	$447,907
3	CI	Cigna Group	1,631	$435,069

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$447,907	1,530	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.