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Octavia Wealth Advisors

Latest statistics and disclosures from Octavia Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYV, SPYG, FBND, IEMG, AAPL, and represent 41.04% of Octavia Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SPYV (+$9.3M), FBND (+$8.3M), Bluerock Pvt Real Estate (+$6.4M), SPYG (+$6.1M), IMTB, EFG, AGG, IEMG, EFV, AVGO.
Started 14 new stock positions in Unilever, GD, NOBL, NTRA, DBMF, CRON, DG, VXUS, VOOG, SLV. CGC, MELI, Bluerock Pvt Real Estate, KEY.
Reduced shares in these 10 stocks: GOOGL, ISHG, AAPL, SPSM, IVOG, IVOV, PG, KR, MSFT, JPM.
Sold out of its positions in AFL, ARKK, AVAV, BLK, CPRT, CSGP, DE, HBAN, RPG, KBWB. ITOT, DVY, EFA, IWR, IWB, AOR, AOM, IXUS, USA, NEE, TMO, UBER, UL, VDC.
Octavia Wealth Advisors was a net buyer of stock by $21M.
Octavia Wealth Advisors has $1.0B in assets under management (AUM), dropping by 4.19%.
Central Index Key (CIK): 0001841259

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Portfolio Holdings for Octavia Wealth Advisors

Octavia Wealth Advisors holds 249 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYV)	12.4	$130M	+7%	2.3M	56.81	View chart
Spdr Series Trust State Street Spd (SPYG)	11.3	$118M	+5%	1.1M	106.70	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	7.7	$81M	+11%	1.7M	46.31	View chart
Ishares Core Msci Emkt (IEMG)	5.0	$52M	+3%	777k	67.22	View chart
Apple (AAPL)	4.7	$49M	-4%	180k	271.86	View chart
Ishares Tr Eafe Value Etf (EFV)	3.7	$39M	+4%	542k	71.41	View chart
Ishares Tr Eafe Grwth Etf (EFG)	3.5	$37M	+6%	325k	113.92	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.1	$33M	-8%	105k	313.00	View chart
Ishares Tr Cr 5 10 Yr Etf (IMTB)	2.8	$30M	+8%	669k	44.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.8	$29M	+6%	289k	99.88	View chart
NVIDIA Corporation (NVDA)	2.7	$28M	-3%	149k	186.50	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	2.4	$25M	+5%	890k	28.56	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	2.1	$22M	+4%	350k	63.18	View chart
Amazon (AMZN)	2.0	$21M	-4%	90k	230.82	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.6	$17M	+6%	188k	89.46	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	1.5	$16M	-9%	134k	120.20	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	1.5	$16M	-9%	159k	101.01	View chart
Spdr Series Trust State Street Spd (SPSM)	1.5	$16M	-11%	337k	46.86	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.1	$12M	+2%	80k	143.52	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.1	$11M	+7%	224k	50.01	View chart
Spdr Series Trust State Street Spd (SPMD)	1.1	$11M	+6%	192k	57.91	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	0.9	$9.6M	+7%	204k	47.13	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.9	$9.6M	+7%	164k	58.73	View chart
Microsoft Corporation (MSFT)	0.9	$9.2M	-11%	19k	483.62	View chart
Procter & Gamble Company (PG)	0.8	$8.7M	-14%	61k	143.31	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$7.2M		12k	614.30	View chart
Altria (MO)	0.7	$7.2M	+3%	123k	58.72	View chart
Bluerock Pvt Real Estate	0.6	$6.4M	NEW	427k	15.00	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$6.4M	-10%	20k	313.79	View chart
Wal-Mart Stores (WMT)	0.5	$5.2M		47k	111.41	View chart
Ishares Tr 3yrtb Etf (ISHG)	0.5	$5.0M	-38%	66k	75.24	View chart
JPMorgan Chase & Co. (JPM)	0.5	$4.9M	-18%	15k	322.23	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.4	$4.6M	+3%	155k	29.36	View chart
Broadcom (AVGO)	0.4	$4.4M	+39%	13k	346.10	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$4.2M		6.2k	683.96	View chart
Palantir Technologies Cl A (PLTR)	0.4	$3.8M	-5%	22k	177.54	View chart
Philip Morris International (PM)	0.4	$3.8M		23k	161.82	View chart
Micron Technology (MU)	0.4	$3.8M		13k	285.12	View chart
Meta Platforms Cl A (META)	0.4	$3.8M	+17%	5.7k	660.12	View chart
Ishares Tr Broad Usd High (USHY)	0.4	$3.7M	+7%	100k	37.40	View chart
Tesla Motors (TSLA)	0.3	$3.5M	-11%	7.9k	449.72	View chart
Waste Management (WM)	0.3	$3.5M		16k	219.71	View chart
Johnson & Johnson (JNJ)	0.3	$3.0M		14k	206.95	View chart
Bank of America Corporation (BAC)	0.3	$2.9M		52k	54.98	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$2.7M	-3%	11k	257.94	View chart
New York Life Invts Active E Nyli Mackay Cali (MMCA)	0.3	$2.7M	+49%	124k	21.88	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$2.6M	-2%	5.1k	502.06	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.4M	-23%	7.3k	335.27	View chart
Pepsi (PEP)	0.2	$2.3M	-2%	16k	144.94	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$2.2M		3.3k	684.95	View chart
Cincinnati Financial Corporation (CINF)	0.2	$2.1M		13k	164.14	View chart
Kroger (KR)	0.2	$2.1M	-38%	33k	62.48	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$2.0M	-3%	6.4k	304.69	View chart
Shell Spon Ads (SHEL)	0.2	$1.9M		26k	73.48	View chart
Spdr Series Trust State Street Spd (CWB)	0.2	$1.9M		21k	89.20	View chart
Visa Com Cl A (V)	0.2	$1.8M	-8%	5.1k	350.48	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.2	$1.8M	-3%	16k	111.80	View chart
Applied Materials (AMAT)	0.2	$1.6M		6.3k	256.26	View chart
Verizon Communications (VZ)	0.2	$1.6M	-3%	39k	40.71	View chart
Truist Financial Corp equities (TFC)	0.1	$1.6M		32k	49.21	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.5M		23k	66.00	View chart
Qualcomm (QCOM)	0.1	$1.5M	+24%	9.0k	170.57	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$1.5M		2.00	754800.00	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$1.5M		26k	56.69	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$1.4M		28k	50.86	View chart
Chevron Corporation (CVX)	0.1	$1.4M	-6%	9.2k	152.41	View chart
Advanced Micro Devices (AMD)	0.1	$1.3M	+5%	6.3k	213.11	View chart
United Parcel Service CL B (UPS)	0.1	$1.3M	+18%	13k	99.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.1	$1.3M		25k	51.56	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.3M	-3%	16k	79.73	View chart
Nike CL B (NKE)	0.1	$1.2M		19k	63.91	View chart
Costco Wholesale Corporation (COST)	0.1	$1.2M	-14%	1.4k	862.35	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.2M	-17%	2.9k	396.31	View chart
Spdr Series Trust State Street Spd (SLYG)	0.1	$1.1M	-7%	12k	94.19	View chart
Cibc Cad (CM)	0.1	$1.1M		12k	91.39	View chart
salesforce (CRM)	0.1	$1.1M	-4%	4.0k	265.32	View chart
Home Depot (HD)	0.1	$1.1M		3.1k	343.76	View chart
Natera (NTRA)	0.1	$1.0M	NEW	4.5k	229.09	View chart
Edwards Lifesciences (EW)	0.1	$1.0M		12k	84.94	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.1	$1.0M		26k	39.64	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$1.0M		21k	50.25	View chart
Pfizer (PFE)	0.1	$990k	+6%	40k	24.77	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$988k	-7%	4.7k	211.79	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.1	$986k		28k	35.15	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$950k	-10%	14k	68.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR)	0.1	$935k	-5%	23k	39.93	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$863k		1.9k	464.97	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$863k	+6%	1.8k	487.98	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$834k	+13%	17k	49.65	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$828k	-15%	6.1k	136.93	View chart
Eli Lilly & Co. (LLY)	0.1	$807k	+23%	752.00	1072.71	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$797k		5.0k	160.10	View chart
Oracle Corporation (ORCL)	0.1	$793k	-16%	4.1k	193.02	View chart
Amgen (AMGN)	0.1	$791k		2.4k	327.27	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$778k		4.6k	167.93	View chart
Merck & Co (MRK)	0.1	$774k	+21%	7.3k	105.94	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$773k	-34%	17k	46.08	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.1	$772k		12k	65.55	View chart
Anthem (ELV)	0.1	$771k	+16%	2.2k	349.91	View chart
Abbvie (ABBV)	0.1	$770k	-11%	3.4k	228.50	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$746k	-14%	14k	51.64	View chart
Ge Aerospace Com New (GE)	0.1	$742k	-4%	2.4k	308.40	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$742k		4.8k	153.47	View chart
Netflix (NFLX)	0.1	$738k	+758%	7.9k	93.76	View chart
Exxon Mobil Corporation (XOM)	0.1	$731k	-9%	6.1k	120.34	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$721k		8.6k	83.75	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$721k	-5%	13k	54.77	View chart
Goldman Sachs (GS)	0.1	$700k	-4%	796.00	879.00	View chart
Sempra Energy (SRE)	0.1	$683k		7.7k	88.66	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$673k	NEW	6.5k	104.07	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$667k	+34%	8.3k	80.03	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$665k	-10%	1.1k	627.30	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$650k		6.7k	96.89	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$646k		12k	52.88	View chart
FedEx Corporation (FDX)	0.1	$643k	-11%	2.2k	290.31	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$625k	-6%	12k	50.58	View chart
Fifth Third Ban (FITB)	0.1	$624k	+24%	13k	47.21	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$623k	-11%	14k	44.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.1	$614k	+19%	13k	48.99	View chart
Coca-Cola Company (KO)	0.1	$612k		8.8k	69.31	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$610k	+30%	2.8k	219.75	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$589k	-5%	2.7k	214.70	View chart
Duke Energy Corp Com New (DUK)	0.1	$588k	-7%	5.0k	117.21	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$578k	-9%	2.0k	290.28	View chart
Nxp Semiconductors N V (NXPI)	0.1	$565k	-25%	2.6k	216.46	View chart
Lockheed Martin Corporation (LMT)	0.1	$562k	-5%	1.2k	483.71	View chart
Raytheon Technologies Corp (RTX)	0.1	$561k	-19%	3.1k	183.40	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$542k	-19%	2.7k	198.59	View chart
Marvell Technology (MRVL)	0.1	$539k		6.4k	84.14	View chart
Applied Industrial Technologies (AIT)	0.1	$530k		2.1k	256.77	View chart
Stryker Corporation (SYK)	0.1	$529k		1.5k	352.35	View chart
New York Life Invts Active E Nyli Mackay Muni (MMSD)	0.1	$528k	+15%	21k	25.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.0	$515k		16k	31.68	View chart
Walt Disney Company (DIS)	0.0	$508k	+2%	4.4k	114.52	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.0	$497k		11k	45.88	View chart
Ge Vernova (GEV)	0.0	$490k		752.00	651.83	View chart
CVS Caremark Corporation (CVS)	0.0	$485k		6.1k	79.26	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$478k		634.00	753.54	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$475k		18k	26.49	View chart
Charles Schwab Corporation (SCHW)	0.0	$473k	-13%	4.7k	99.91	View chart
Simon Property (SPG)	0.0	$473k		2.6k	184.97	View chart
Unilever Spon Adr New	0.0	$458k	NEW	7.0k	65.40	View chart
UnitedHealth (UNH)	0.0	$458k	+5%	1.4k	330.11	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$454k		17k	27.43	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$446k	-6%	1.2k	360.22	View chart
Ishares Tr Asia 50 Etf (AIA)	0.0	$438k		4.5k	97.52	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$435k	+101%	3.0k	143.97	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$435k	-12%	10k	43.64	View chart
Vanguard World Financials Etf (VFH)	0.0	$435k	-3%	3.3k	133.49	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$423k	-6%	698.00	605.48	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.0	$422k	-12%	11k	40.23	View chart
Cisco Systems (CSCO)	0.0	$420k	-6%	5.4k	77.04	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$414k		4.5k	91.38	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$412k	-2%	1.7k	246.14	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$396k	+62%	5.7k	69.42	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$395k	-13%	2.2k	177.34	View chart
Spotify Technology S A SHS (SPOT)	0.0	$392k		678.00	578.14	View chart
Abbott Laboratories (ABT)	0.0	$390k	+5%	3.1k	125.29	View chart
Wells Fargo & Company (WFC)	0.0	$387k		4.2k	92.93	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$385k	+30%	1.8k	212.08	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.0	$380k	+29%	7.5k	50.84	View chart
TJX Companies (TJX)	0.0	$377k	+46%	2.5k	153.11	View chart
Mastercard Incorporated Cl A (MA)	0.0	$372k	-12%	652.00	570.88	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$370k		5.1k	72.68	View chart
Spdr Series Trust State Street Spd (FLRN)	0.0	$368k		12k	30.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.0	$366k		6.9k	52.95	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.0	$363k		11k	34.65	View chart
Enbridge (ENB)	0.0	$362k	-5%	7.6k	47.83	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.0	$353k	-40%	583.00	605.01	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$353k	-3%	2.9k	120.20	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$346k		5.7k	60.81	View chart
Spdr Series Trust State Street Spd (SHM)	0.0	$340k	+59%	7.1k	47.99	View chart
Vanguard World Health Car Etf (VHT)	0.0	$338k	-4%	1.2k	287.76	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$336k	-3%	4.5k	74.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SNOV)	0.0	$335k		14k	24.72	View chart
Palo Alto Networks (PANW)	0.0	$334k	-5%	1.8k	184.20	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Basc (PYZ)	0.0	$327k		3.0k	110.15	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$327k	-6%	4.0k	81.17	View chart
Applovin Corp Com Cl A (APP)	0.0	$326k	+28%	491.00	664.21	View chart
Chubb (CB)	0.0	$326k	-9%	1.0k	312.44	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$321k		2.6k	123.26	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.0	$320k		11k	29.55	View chart
Marriott Intl Cl A (MAR)	0.0	$320k	-8%	1.0k	308.54	View chart
Cintas Corporation (CTAS)	0.0	$318k		1.7k	186.53	View chart
Caterpillar (CAT)	0.0	$316k	-28%	556.00	567.86	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$312k		1.2k	252.97	View chart
American Healthcare Reit Com Shs (AHR)	0.0	$309k	-28%	6.5k	47.31	View chart
Northrop Grumman Corporation (NOC)	0.0	$307k		543.00	564.96	View chart
At&t (T)	0.0	$302k	-10%	12k	24.84	View chart
Citigroup Com New (C)	0.0	$302k	-7%	2.6k	116.69	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$292k		851.00	342.98	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$292k		2.4k	120.96	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$289k	+84%	6.5k	44.71	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$286k	+13%	605.00	473.30	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$286k	NEW	4.4k	64.42	View chart
Spdr Series Trust State Street Spd (SPSB)	0.0	$279k	-2%	9.2k	30.20	View chart
International Business Machines (IBM)	0.0	$276k	-4%	947.00	291.37	View chart
McDonald's Corporation (MCD)	0.0	$275k	-14%	898.00	305.73	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$272k	+2%	1.9k	146.58	View chart
Progressive Corporation (PGR)	0.0	$271k	-11%	1.2k	227.72	View chart
Boeing Company (BA)	0.0	$271k	-31%	1.2k	217.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.0	$270k		6.1k	44.34	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$269k	-8%	2.6k	102.55	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.0	$263k		10k	25.48	View chart
Wp Carey (WPC)	0.0	$258k	-30%	3.9k	65.27	View chart
American Express Company (AXP)	0.0	$257k	-34%	697.00	368.89	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.0	$255k	-3%	1.5k	170.63	View chart
Sila Realty Trust Common Stock (SILA)	0.0	$248k	-22%	11k	23.31	View chart
Southern Company (SO)	0.0	$245k	-8%	2.8k	86.77	View chart
Boston Scientific Corporation (BSX)	0.0	$241k	+8%	2.5k	95.35	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.0	$241k		5.8k	41.27	View chart
Us Bancorp Del Com New (USB)	0.0	$241k	-11%	4.5k	53.88	View chart
SYSCO Corporation (SYY)	0.0	$237k	+4%	3.2k	73.35	View chart
Dollar General (DG)	0.0	$236k	NEW	1.8k	132.75	View chart
Range Resources (RRC)	0.0	$236k	+21%	6.7k	35.26	View chart
Okta Cl A (OKTA)	0.0	$235k	-37%	2.7k	86.47	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.0	$234k	-13%	9.3k	25.17	View chart
Starbucks Corporation (SBUX)	0.0	$231k	-20%	2.7k	84.20	View chart
Super Micro Computer Com New (SMCI)	0.0	$230k	+18%	8.0k	28.73	View chart
Vale S A Sponsored Ads (VALE)	0.0	$228k	+48%	17k	13.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.0	$227k		4.4k	51.18	View chart
Danaher Corporation (DHR)	0.0	$227k	-11%	1.0k	225.59	View chart
Rockwell Automation (ROK)	0.0	$223k	-3%	573.00	389.07	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$223k	-11%	462.00	481.61	View chart
American Electric Power Company (AEP)	0.0	$220k	-49%	1.9k	115.31	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.0	$219k		5.5k	39.92	View chart
Realty Income (O)	0.0	$218k		3.9k	55.74	View chart
General Dynamics Corporation (GD)	0.0	$218k	NEW	646.00	336.65	View chart
MercadoLibre (MELI)	0.0	$216k	NEW	107.00	2014.26	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$215k	NEW	483.00	444.61	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$214k	NEW	2.8k	75.44	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.0	$213k	NEW	7.6k	28.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.0	$212k		5.0k	42.38	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$211k		3.4k	62.15	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$209k		2.7k	77.88	View chart
Kla Corp Com New (KLAC)	0.0	$208k	-12%	175.00	1187.31	View chart
Servicenow (NOW)	0.0	$206k	+329%	1.3k	153.19	View chart
Tortoise Capital Series Trus Global Water Fd (TBLU)	0.0	$206k		3.9k	52.08	View chart
Honeywell International (HON)	0.0	$202k	-15%	1.0k	195.08	View chart
Cheniere Energy Com New (LNG)	0.0	$201k	-8%	1.0k	194.39	View chart
Key (KEY)	0.0	$201k	NEW	9.7k	20.64	View chart
Jumia Technologies Sponsored Ads (JMIA)	0.0	$181k		15k	12.49	View chart
Ondas Hldgs Com New (ONDS)	0.0	$147k		15k	9.76	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$136k		26k	5.30	View chart
Blackrock Res & Commodities SHS (BCX)	0.0	$125k		11k	10.98	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.0	$119k		11k	10.60	View chart
W&T Offshore (WTI)	0.0	$83k	+61%	51k	1.63	View chart
Canopy Growth Corp Com New (CGC)	0.0	$30k	NEW	26k	1.14	View chart
Cronos Group (CRON)	0.0	$28k	NEW	11k	2.63	View chart

Past Filings by Octavia Wealth Advisors

SEC 13F filings are viewable for Octavia Wealth Advisors going back to 2020

Octavia Wealth Advisors 2025 Q4 filed Jan. 23, 2026
Octavia Wealth Advisors 2025 Q3 filed Oct. 28, 2025
Octavia Wealth Advisors 2025 Q2 filed July 16, 2025
Octavia Wealth Advisors 2025 Q1 filed April 14, 2025
Octavia Wealth Advisors 2024 Q4 filed Jan. 17, 2025
Octavia Wealth Advisors 2024 Q3 filed Oct. 10, 2024
Octavia Wealth Advisors 2024 Q2 filed Aug. 2, 2024
Octavia Wealth Advisors 2024 Q1 filed April 15, 2024
Octavia Wealth Advisors 2023 Q4 filed Jan. 30, 2024
Octavia Wealth Advisors 2023 Q3 filed Oct. 30, 2023
Octavia Wealth Advisors 2023 Q2 filed July 18, 2023
Octavia Wealth Advisors 2023 Q1 filed April 20, 2023
Octavia Wealth Advisors 2022 Q4 filed Jan. 19, 2023
Octavia Wealth Advisors 2022 Q3 filed Oct. 17, 2022
Octavia Wealth Advisors 2022 Q2 filed July 18, 2022
Octavia Wealth Advisors 2022 Q1 filed April 20, 2022

View all past filings

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