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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, AGG, IEMG, and represent 47.04% of Octavia Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: AGG (+$32M), SPYG (+$28M), IEFA (+$25M), SPYV (+$25M), SPMD (+$10M), FBND (+$8.2M), USHY (+$6.0M), META, MSFT, PG.
Started 6 new stock positions in SPYM, GSLC, DBEM, JHSC, VDC, VEA.
Reduced shares in these 10 stocks: JQUA (-$21M), AGOX (-$17M), IVOG (-$17M), IVOV (-$16M), FLRT (-$9.2M), IMTB (-$8.9M), SPSM (-$5.3M), VGSH, ANGL, EFV.
Sold out of its positions in APP, BSX, SILA, DHR, GD, AHR, OEF, IHI, KEY, OKTA. O, NOW, SBUX, SMCI, TBLU, VOOG, SPOT.
Octavia Wealth Advisors was a net buyer of stock by $20M.
Octavia Wealth Advisors has $1.0B in assets under management (AUM), dropping by -0.12%.
Central Index Key (CIK): 0001841259

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Portfolio Holdings for Octavia Wealth Advisors

Octavia Wealth Advisors holds 238 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYV)	14.7	$154M	+18%	2.7M	56.58	View chart
Spdr Series Trust State Street Spd (SPYG)	13.0	$136M	+25%	1.4M	97.91	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	8.4	$88M	+10%	1.9M	45.80	View chart
Ishares Tr Core Us Aggbd Et (AGG)	5.8	$61M	+112%	614k	99.27	View chart
Ishares Core Msci Emkt (IEMG)	5.1	$53M	-2%	761k	69.75	View chart
Apple (AAPL)	4.1	$43M	-5%	170k	253.79	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.0	$42M	+145%	460k	90.53	View chart
Ishares Tr Eafe Value Etf (EFV)	3.6	$38M	-6%	505k	74.35	View chart
Ishares Tr Eafe Grwth Etf (EFG)	3.5	$37M		329k	111.37	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.8	$29M	-2%	102k	287.56	View chart
NVIDIA Corporation (NVDA)	2.5	$26M		147k	174.41	View chart
Spdr Series Trust State Street Spd (SPMD)	2.1	$22M	+89%	365k	59.22	View chart
Ishares Tr Cr 5 10 Yr Etf (IMTB)	1.9	$20M	-30%	465k	43.82	View chart
Amazon (AMZN)	1.8	$19M		90k	208.27	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.2	$12M	+2%	82k	148.10	View chart
Spdr Series Trust State Street Spd (SPSM)	1.1	$11M	-32%	229k	48.32	View chart
Ishares Tr Broad Usd High (USHY)	0.9	$9.7M	+163%	263k	36.84	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.9	$9.6M	-14%	191k	50.04	View chart
Procter & Gamble Company (PG)	0.9	$9.2M	+5%	64k	144.44	View chart
Altria (MO)	0.8	$8.4M		125k	67.05	View chart
Microsoft Corporation (MSFT)	0.7	$7.6M	+7%	20k	370.17	View chart
Bluerock Pvt Real Estate (BPRE)	0.7	$6.9M	-2%	415k	16.61	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$6.8M		12k	577.17	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	0.6	$6.5M	-72%	244k	26.62	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$5.8M		20k	286.86	View chart
Wal-Mart Stores (WMT)	0.6	$5.8M		46k	124.53	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.5	$5.3M	-44%	91k	58.54	View chart
Ishares Tr 3yrtb Etf (ISHG)	0.4	$4.6M	-5%	63k	74.18	View chart
JPMorgan Chase & Co. (JPM)	0.4	$4.5M		15k	294.15	View chart
Micron Technology (MU)	0.4	$4.3M	-3%	13k	337.98	View chart
Meta Platforms Cl A (META)	0.4	$4.1M	+24%	7.1k	572.14	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$3.9M		6.1k	652.14	View chart
Broadcom (AVGO)	0.4	$3.9M		13k	309.51	View chart
Waste Management (WM)	0.3	$3.6M		16k	229.79	View chart
Philip Morris International (PM)	0.3	$3.5M	-11%	21k	166.81	View chart
Johnson & Johnson (JNJ)	0.3	$3.4M	-2%	14k	244.43	View chart
Palantir Technologies Cl A (PLTR)	0.3	$3.2M		22k	146.28	View chart
New York Life Invts Active E Nyli Mackay Cali (MMCA)	0.3	$2.8M	+4%	130k	21.62	View chart
Tesla Motors (TSLA)	0.3	$2.8M	-5%	7.5k	371.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$2.7M	-2%	10k	261.93	View chart
Bank of America Corporation (BAC)	0.2	$2.5M		51k	48.75	View chart
Pepsi (PEP)	0.2	$2.4M		16k	155.29	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.4M	+4%	7.6k	320.81	View chart
Cincinnati Financial Corporation (CINF)	0.2	$2.4M	+17%	15k	158.29	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$2.4M	-2%	5.0k	479.20	View chart
Kroger (KR)	0.2	$2.4M		33k	72.36	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$2.3M	+5%	3.5k	653.23	View chart
Shell Spon Ads (SHEL)	0.2	$2.3M	-6%	24k	93.00	View chart
Applied Materials (AMAT)	0.2	$2.1M		6.3k	341.79	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$2.1M	-2%	6.2k	338.89	View chart
Chevron Corporation (CVX)	0.2	$1.9M	-2%	9.0k	206.89	View chart
Verizon Communications (VZ)	0.2	$1.8M	-5%	37k	50.20	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.2	$1.8M		16k	114.32	View chart
Spdr Series Trust State Street Spd (CWB)	0.2	$1.7M	-10%	19k	91.52	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.5M	-2%	23k	67.53	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$1.5M	+7%	30k	50.95	View chart
Visa Com Cl A (V)	0.1	$1.5M		5.0k	302.26	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$1.5M		27k	55.24	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$1.4M		2.00	718140.00	View chart
Costco Wholesale Corporation (COST)	0.1	$1.4M	+2%	1.4k	996.56	View chart
United Parcel Svcs CL B (UPS)	0.1	$1.4M	+6%	14k	98.38	View chart
Advanced Micro Devices (AMD)	0.1	$1.3M	+2%	6.5k	203.43	View chart
Truist Financial Corp equities (TFC)	0.1	$1.3M	-9%	29k	45.97	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.3M	+3%	16k	79.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.1	$1.2M	-3%	25k	50.33	View chart
Spdr Series Trust State Street Spd (SLYG)	0.1	$1.1M		12k	96.62	View chart
Cibc Cad (CM)	0.1	$1.1M	-3%	12k	95.52	View chart
Pfizer (PFE)	0.1	$1.1M	-2%	39k	28.08	View chart
Home Depot (HD)	0.1	$1.1M	+4%	3.2k	328.89	View chart
Qualcomm (QCOM)	0.1	$1.1M	-8%	8.2k	128.78	View chart
Nike CL B (NKE)	0.1	$1.0M		19k	53.23	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$1.0M		20k	50.12	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.1	$1.0M		26k	38.84	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.0M		4.6k	217.23	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.1	$982k		28k	35.37	View chart
Edwards Lifesciences (EW)	0.1	$975k		12k	80.08	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$965k		14k	69.89	View chart
Merck & Co (MRK)	0.1	$961k	+8%	7.9k	121.15	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR)	0.1	$948k		23k	40.49	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$920k	-27%	2.1k	430.29	View chart
Exxon Mobil Corporation (XOM)	0.1	$915k	-11%	5.4k	169.65	View chart
Natera (NTRA)	0.1	$910k		4.5k	199.99	View chart
Anthem (ELV)	0.1	$851k	+32%	2.9k	292.75	View chart
Netflix (NFLX)	0.1	$831k	+9%	8.6k	96.15	View chart
Amgen (AMGN)	0.1	$818k	-3%	2.3k	351.92	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$816k	+2%	8.5k	95.83	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.1	$816k		12k	69.90	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$784k	+8%	2.0k	390.41	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$782k		17k	47.03	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$770k		6.0k	128.11	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$769k		1.8k	436.67	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$747k		14k	52.54	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$744k	+3%	4.8k	155.10	View chart
Ge Aerospace Com New (GE)	0.1	$733k	+7%	2.6k	284.26	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$723k	+5%	6.8k	106.01	View chart
FedEx Corporation (FDX)	0.1	$721k	-9%	2.0k	357.66	View chart
Duke Energy Corp Com New (DUK)	0.1	$716k	+8%	5.5k	130.94	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$713k		8.6k	82.75	View chart
Fifth Third Ban (FITB)	0.1	$707k	+14%	15k	46.86	View chart
Sempra Energy (SRE)	0.1	$695k	-7%	7.1k	97.77	View chart
Coca-Cola Company (KO)	0.1	$683k		8.9k	76.58	View chart
Abbvie (ABBV)	0.1	$671k	-8%	3.1k	217.47	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$665k		6.6k	100.61	View chart
Ge Vernova (GEV)	0.1	$662k		758.00	873.40	View chart
Goldman Sachs (GS)	0.1	$661k		781.00	845.99	View chart
Stryker Corporation (SYK)	0.1	$657k	+32%	2.0k	329.47	View chart
salesforce (CRM)	0.1	$654k	-12%	3.5k	186.67	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$651k	+9%	3.0k	215.10	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$628k	-3%	13k	49.37	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$624k	+22%	20k	30.68	View chart
Raytheon Technologies Corp (RTX)	0.1	$623k	+5%	3.2k	192.90	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$621k		12k	50.62	View chart
Marvell Technology (MRVL)	0.1	$614k	-3%	6.2k	99.05	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$613k	+28%	23k	26.61	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$611k	+3%	5.2k	118.62	View chart
Lockheed Martin Corporation (LMT)	0.1	$611k	-13%	1.0k	604.52	View chart
Eli Lilly & Co. (LLY)	0.1	$604k	-12%	656.00	919.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.1	$597k		13k	47.68	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$581k	-9%	11k	52.56	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$580k		2.0k	287.17	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$575k	+2%	14k	40.19	View chart
Applied Industrial Technologies (AIT)	0.1	$547k		2.1k	265.32	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$543k	-2%	4.7k	114.98	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$542k	-16%	14k	38.42	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$530k	-11%	2.4k	218.77	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$522k		2.7k	191.78	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$520k	-97%	8.5k	61.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.0	$498k		16k	30.62	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$489k	+2%	1.3k	383.50	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.0	$481k		11k	44.80	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$480k	+19%	6.8k	70.18	View chart
Nxp Semiconductors N V (NXPI)	0.0	$477k	-7%	2.4k	197.85	View chart
Ishares Tr Asia 50 Etf (AIA)	0.0	$476k		4.5k	106.16	View chart
American Electric Power Company (AEP)	0.0	$469k	+87%	3.6k	131.08	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$453k	+2%	649.00	697.55	View chart
Charles Schwab Corporation (SCHW)	0.0	$445k		4.7k	93.97	View chart
Simon Property (SPG)	0.0	$441k	-7%	2.4k	186.54	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$432k		10k	42.65	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$428k	+3%	1.7k	247.98	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$424k	-33%	710.00	597.69	View chart
Walt Disney Company (DIS)	0.0	$421k		4.4k	96.37	View chart
Unilever Spon Adr New (UL)	0.0	$419k	+3%	7.3k	57.52	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$416k		4.5k	91.64	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.0	$415k	+2%	11k	38.51	View chart
Cisco Systems (CSCO)	0.0	$413k	-2%	5.3k	77.59	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$405k	+2%	6.6k	61.26	View chart
Enbridge (ENB)	0.0	$405k		7.5k	54.14	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$401k		5.1k	78.66	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$399k	-2%	2.2k	184.24	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$398k	-7%	644.00	618.31	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$396k		3.0k	132.90	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.0	$395k	+4%	7.8k	50.58	View chart
CVS Caremark Corporation (CVS)	0.0	$390k	-11%	5.4k	71.82	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.0	$387k	-91%	14k	28.72	View chart
Oracle Corporation (ORCL)	0.0	$387k	-36%	2.6k	147.12	View chart
At&t (T)	0.0	$381k	+7%	13k	28.99	View chart
New York Life Invts Active E Nyli Mackay Muni (MMSD)	0.0	$378k	-28%	15k	25.34	View chart
TJX Companies (TJX)	0.0	$371k	-5%	2.3k	159.73	View chart
Northrop Grumman Corporation (NOC)	0.0	$368k		540.00	682.24	View chart
Spdr Series Trust State Street Spd (FLRN)	0.0	$368k		12k	30.78	View chart
Caterpillar (CAT)	0.0	$367k	-6%	518.00	708.94	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$367k	+67%	4.8k	77.11	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.0	$361k	+3%	11k	33.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.0	$358k		6.9k	51.78	View chart
UnitedHealth (UNH)	0.0	$357k	-4%	1.3k	270.59	View chart
Vanguard World Financials Etf (VFH)	0.0	$353k	-10%	2.9k	120.81	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.0	$351k	+9%	12k	29.49	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$346k	+27%	3.1k	112.27	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$340k	-11%	1.6k	211.16	View chart
Marriott Intl Cl A (MAR)	0.0	$339k		1.0k	327.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SNOV)	0.0	$337k		14k	24.82	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.0	$334k	+45%	11k	30.15	View chart
Chubb (CB)	0.0	$322k	-5%	986.00	326.90	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Basc (PYZ)	0.0	$321k	-9%	2.7k	119.82	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	0.0	$318k	-98%	2.5k	125.02	View chart
Wp Carey (WPC)	0.0	$318k	+16%	4.6k	68.88	View chart
Palo Alto Networks (PANW)	0.0	$316k	+8%	2.0k	160.32	View chart
Wells Fargo & Company (WFC)	0.0	$315k	-5%	4.0k	79.61	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$313k	-11%	3.6k	88.16	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$312k	NEW	4.9k	64.08	View chart
Vanguard World Health Car Etf (VHT)	0.0	$307k	-3%	1.1k	272.24	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$304k	-16%	2.4k	124.29	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$304k	+3%	2.7k	113.11	View chart
Abbott Laboratories (ABT)	0.0	$301k	-5%	2.9k	102.67	View chart
Mastercard Incorporated Cl A (MA)	0.0	$301k	-7%	602.00	499.66	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$298k	-10%	4.0k	73.65	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$294k		1.2k	237.59	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$290k	NEW	2.3k	125.13	View chart
Cintas Corporation (CTAS)	0.0	$287k		1.7k	169.14	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.0	$284k	-98%	2.8k	101.94	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$278k	-15%	4.8k	58.18	View chart
Citigroup Com New (C)	0.0	$274k	-6%	2.4k	113.41	View chart
Vale S A Sponsored Ads (VALE)	0.0	$273k		17k	15.91	View chart
Southern Company (SO)	0.0	$271k		2.8k	96.52	View chart
Cheniere Energy Com New (LNG)	0.0	$270k	-8%	952.00	283.76	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$269k		2.6k	102.26	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$265k	+28%	3.4k	77.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.0	$265k		6.1k	43.55	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.0	$265k		10k	25.48	View chart
McDonald's Corporation (MCD)	0.0	$264k	-5%	850.00	310.62	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$263k	+13%	2.1k	125.46	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	0.0	$263k	NEW	6.1k	42.89	View chart
Boeing Company (BA)	0.0	$249k		1.3k	199.03	View chart
Progressive Corporation (PGR)	0.0	$241k	+2%	1.2k	198.24	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.0	$240k		1.5k	160.48	View chart
Honeywell International (HON)	0.0	$234k		1.0k	226.07	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.0	$233k	-23%	446.00	522.71	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.0	$228k	-2%	5.7k	40.14	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.0	$226k		9.1k	24.77	View chart
SYSCO Corporation (SYY)	0.0	$221k	-4%	3.1k	71.33	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.0	$221k		4.4k	49.72	View chart
Range Resources (RRC)	0.0	$219k	-27%	4.8k	45.18	View chart
MercadoLibre (MELI)	0.0	$218k	+17%	126.00	1729.02	View chart
Spdr Series Trust State Street Spd (SPSB)	0.0	$217k	-22%	7.2k	30.07	View chart
International Business Machines (IBM)	0.0	$217k	-5%	894.00	242.29	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	0.0	$216k	-97%	4.7k	46.31	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$215k	-16%	505.00	426.40	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.0	$215k		5.5k	39.34	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$215k		462.00	464.18	View chart
Dbx Etf Tr Xtrack Msci Emrg (DBEM)	0.0	$214k	NEW	6.3k	34.13	View chart
Kla Corp Com New (KLAC)	0.0	$214k	-17%	145.00	1472.41	View chart
Spdr Series Trust State Street Spd (SHM)	0.0	$213k	-37%	4.5k	47.83	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$213k	-29%	3.1k	68.14	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$212k	NEW	2.8k	76.54	View chart
Dollar General (DG)	0.0	$211k		1.8k	118.72	View chart
American Express Company (AXP)	0.0	$211k		696.00	302.48	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$210k	NEW	934.00	224.69	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.0	$210k		5.0k	41.88	View chart
Rockwell Automation (ROK)	0.0	$206k		574.00	358.88	View chart
Us Bancorp Com New (USB)	0.0	$203k	-13%	3.9k	52.53	View chart
Blackrock Res & Commodities SHS (BCX)	0.0	$137k		11k	12.05	View chart
Ondas Com New (ONDS)	0.0	$136k		15k	9.04	View chart
Jumia Technologies Sponsored Ads (JMIA)	0.0	$125k	+24%	18k	6.90	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.0	$118k		11k	10.45	View chart
W&T Offshore (WTI)	0.0	$111k	-36%	33k	3.41	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$73k	-43%	15k	5.03	View chart
Cronos Group (CRON)	0.0	$27k		11k	2.51	View chart
Canopy Growth Corporation Com New (CGC)	0.0	$25k		26k	0.95	View chart

Past Filings by Octavia Wealth Advisors

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

Octavia Wealth Advisors 2026 Q1 filed April 10, 2026
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

View all past filings

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