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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 48.59% of Octavia Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: FBND (+$6.2M), SPYV (+$5.8M), AGG (+$5.6M), IEFA, VGSH, EFV, IEMG, EFG, SPYG, IMTB.
Started 20 new stock positions in UBER, LRCX, UAPR, COP, INTC, PSX, VTV, NVO, APH, EPD. OKTA, NVS, DHR, IJS, RPG, VSGX, TBLU, ASML, NULG, DELL.
Reduced shares in these 10 stocks: BPRE (-$6.9M), PG, AAPL, NVDA, CINF, AVGO, GOOGL, MO, , AMZN.
Sold out of its positions in T, BABA, AIT, MUC, BCX, BPRE, LNG, CTAS, XOM, GSLC.
Octavia Wealth Advisors was a net seller of stock by $-3.6M.
Octavia Wealth Advisors has $1.2B in assets under management (AUM), dropping by 10.78%.
Central Index Key (CIK): 0001841259

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Portfolio Holdings for Octavia Wealth Advisors

Octavia Wealth Advisors holds 231 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str P500val (SPYV)	14.8	$171M	+3%	2.8M	60.79	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	14.4	$167M		1.4M	118.99	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	8.1	$94M	+7%	2.1M	45.66	View chart
Ishares Tr Core Us Aggbd Et (AGG)	5.7	$66M	+9%	671k	98.98	View chart
Ishares Core Msci Emkt (IEMG)	5.6	$65M	+2%	781k	82.84	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.1	$48M	+7%	496k	96.58	View chart
Apple (AAPL)	4.0	$46M	-5%	160k	289.36	View chart
Ishares Tr Eafe Grwth Etf (EFG)	3.7	$43M	+4%	343k	124.42	View chart
Ishares Tr Eafe Value Etf (EFV)	3.5	$41M	+5%	530k	76.55	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.0	$35M	-3%	98k	357.37	View chart
NVIDIA Corporation (NVDA)	2.3	$27M	-9%	134k	200.09	View chart
Spdr Series Trust St Str P400mid (SPMD)	2.2	$26M	+3%	379k	67.56	View chart
Ishares Tr Cr 5 10 Yr Etf (IMTB)	1.9	$22M	+6%	495k	43.61	View chart
Amazon (AMZN)	1.8	$21M	-4%	86k	238.34	View chart
Micron Technology (MU)	1.2	$14M	-5%	12k	1154.32	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	1.2	$14M	+2%	234k	57.67	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.1	$13M		84k	158.03	View chart
Ishares Tr Broad Usd High (USHY)	0.9	$11M	+9%	287k	37.02	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.9	$10M	+6%	204k	50.60	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	0.8	$9.4M	+11%	271k	34.66	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$8.6M		12k	737.23	View chart
Microsoft Corporation (MSFT)	0.7	$8.1M	+6%	22k	373.02	View chart
Altria (MO)	0.7	$7.9M	-12%	109k	73.01	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.6	$7.4M	+39%	127k	58.20	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$6.7M	-6%	19k	353.33	View chart
Procter & Gamble Company (PG)	0.5	$5.9M	-36%	40k	146.64	View chart
Wal-Mart Stores (WMT)	0.4	$4.9M	-6%	43k	113.26	View chart
JPMorgan Chase & Co. (JPM)	0.4	$4.9M	-3%	15k	327.33	View chart
Ishares Tr 3yrtb Etf (ISHG)	0.4	$4.8M	+3%	65k	74.25	View chart
Meta Platforms Cl A (META)	0.4	$4.5M	+13%	8.0k	563.29	View chart
Applied Materials (AMAT)	0.4	$4.5M		6.2k	723.00	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$4.0M	-12%	5.3k	748.60	View chart
Philip Morris International (PM)	0.3	$3.7M		20k	182.38	View chart
Advanced Micro Devices (AMD)	0.3	$3.6M	-4%	6.1k	580.91	View chart
Johnson & Johnson (JNJ)	0.3	$3.4M	-5%	13k	253.97	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$3.2M		11k	303.12	View chart
Broadcom (AVGO)	0.3	$3.2M	-32%	8.4k	377.74	View chart
Waste Management (WM)	0.3	$3.2M	-9%	14k	222.88	View chart
Tesla Motors (TSLA)	0.3	$2.9M	-6%	7.0k	420.60	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$2.8M	-5%	5.9k	478.53	View chart
Bank of America Corporation (BAC)	0.2	$2.7M	-9%	47k	56.98	View chart
Palantir Technologies Cl A (PLTR)	0.2	$2.6M		22k	116.67	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.4M	-15%	6.4k	370.05	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$2.3M	-8%	4.6k	500.39	View chart
New York Life Invts Active E Mackay Cali Mun (MMCA)	0.2	$2.2M	-23%	99k	21.85	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.2	$2.0M		19k	107.82	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.2	$2.0M	-4%	15k	130.40	View chart
Visa Com Cl A (V)	0.2	$1.9M	+12%	5.7k	343.09	View chart
Marvell Technology (MRVL)	0.2	$1.8M		6.1k	297.89	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$1.8M		23k	77.11	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.7M	-32%	2.3k	748.94	View chart
Pepsi (PEP)	0.1	$1.6M	-23%	12k	135.43	View chart
Shell Spon Ads (SHEL)	0.1	$1.5M	-18%	20k	77.64	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$1.5M		2.00	748850.00	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.5M	-3%	1.9k	763.14	View chart
Kroger (KR)	0.1	$1.4M	-20%	26k	55.53	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.1	$1.4M		12k	119.13	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$1.4M	-14%	23k	60.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.1	$1.3M		25k	55.08	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$1.3M	-17%	25k	51.05	View chart
Cibc Cad (CM)	0.1	$1.2M	-8%	11k	115.75	View chart
Natera (NTRA)	0.1	$1.2M		4.5k	271.45	View chart
Cincinnati Financial Corporation (CINF)	0.1	$1.2M	-57%	6.5k	186.08	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.1	$1.2M		28k	43.71	View chart
Costco Wholesale Corporation (COST)	0.1	$1.2M	-9%	1.3k	935.73	View chart
Qualcomm (QCOM)	0.1	$1.2M	-23%	6.3k	184.80	View chart
Verizon Communications (VZ)	0.1	$1.1M	-26%	27k	42.34	View chart
United Parcel Svcs CL B (UPS)	0.1	$1.1M	-26%	10k	107.50	View chart
Edwards Lifesciences (EW)	0.1	$1.1M		12k	90.46	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.1M	-2%	4.5k	243.00	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.1M	-15%	14k	79.03	View chart
Ge Vernova (GEV)	0.1	$1.1M	+20%	912.00	1175.34	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.1	$1.1M	-3%	25k	41.68	View chart
Home Depot (HD)	0.1	$1.0M	-8%	3.0k	352.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR)	0.1	$1.0M		23k	42.73	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$997k		14k	73.21	View chart
Merck & Co (MRK)	0.1	$989k	-3%	7.6k	129.36	View chart
Eli Lilly & Co. (LLY)	0.1	$926k	+17%	772.00	1199.63	View chart
Truist Financial Corp equities (TFC)	0.1	$919k	-35%	18k	49.82	View chart
Ge Aerospace Com New (GE)	0.1	$916k	-4%	2.5k	373.70	View chart
Anthem (ELV)	0.1	$913k	-18%	2.4k	386.75	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$905k	-11%	18k	50.15	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.1	$886k		12k	75.64	View chart
Chevron Corporation (CVX)	0.1	$879k	-40%	5.3k	165.76	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$879k	-2%	4.7k	188.08	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$872k		6.0k	146.40	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$804k	-3%	1.2k	656.06	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$797k		14k	56.52	View chart
Goldman Sachs (GS)	0.1	$788k		779.00	1011.46	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$754k	-4%	2.0k	368.38	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$753k	+5%	3.2k	236.61	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$742k	-8%	7.8k	94.93	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$734k	-8%	15k	48.18	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$708k		8.6k	82.65	View chart
Pfizer (PFE)	0.1	$708k	-24%	29k	24.08	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.1	$703k	+3%	15k	47.23	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$696k	-10%	5.9k	117.50	View chart
Palo Alto Networks (PANW)	0.1	$688k	+2%	2.0k	341.02	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$671k	+342%	7.8k	86.14	View chart
Coca-Cola Company (KO)	0.1	$655k	-10%	8.0k	81.80	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$655k	-3%	12k	53.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.1	$655k		13k	52.29	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$652k	+70%	12k	56.16	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$645k	+731%	5.4k	119.52	View chart
Ishares Tr Asia 50 Etf (AIA)	0.1	$636k		4.5k	141.65	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$608k	+273%	7.5k	80.57	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$608k		23k	26.50	View chart
Cisco Systems (CSCO)	0.1	$601k	-3%	5.1k	117.47	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$600k	-6%	19k	31.71	View chart
FedEx Corporation (FDX)	0.1	$592k	-6%	1.9k	314.39	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$575k	-2%	2.4k	242.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.0	$566k		16k	34.84	View chart
Raytheon Technologies Corp (RTX)	0.0	$566k	-7%	3.0k	189.76	View chart
UnitedHealth (UNH)	0.0	$547k		1.3k	415.51	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$536k	-8%	4.7k	114.18	View chart
Caterpillar (CAT)	0.0	$528k	-4%	495.00	1065.68	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$524k	-14%	7.2k	72.28	View chart
Netflix (NFLX)	0.0	$514k	-16%	7.2k	71.40	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$501k	-9%	4.3k	117.66	View chart
Duke Energy Corp Com New (DUK)	0.0	$495k	-28%	3.9k	126.59	View chart
Nike CL B (NKE)	0.0	$493k	-38%	12k	41.46	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.0	$490k	-2%	9.9k	49.42	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$488k	-5%	1.6k	300.43	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$488k	-6%	4.8k	102.30	View chart
Abbvie (ABBV)	0.0	$487k	-37%	1.9k	251.66	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$486k	+3%	15k	33.29	View chart
Nxp Semiconductors N V (NXPI)	0.0	$484k	-28%	1.7k	281.99	View chart
CVS Caremark Corporation (CVS)	0.0	$480k	-14%	4.6k	103.45	View chart
Fifth Third Ban (FITB)	0.0	$472k	-44%	8.3k	56.77	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.0	$468k	-2%	11k	44.56	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.0	$448k	-2%	11k	42.33	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$445k	-2%	631.00	705.04	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$439k	-26%	2.0k	219.38	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$439k	+7%	3.3k	132.24	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$435k	-23%	2.3k	190.52	View chart
Amgen (AMGN)	0.0	$433k	-48%	1.2k	362.18	View chart
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF)	0.0	$430k	+26%	14k	30.61	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.0	$424k	+7%	8.4k	50.62	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$423k		2.1k	197.56	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$421k	-18%	5.5k	75.79	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.0	$416k		4.5k	91.64	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.0	$415k	-13%	9.3k	44.75	View chart
Charles Schwab Corporation (SCHW)	0.0	$413k	-5%	4.5k	92.27	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.0	$410k	-33%	8.1k	50.58	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	0.0	$408k	-2%	12k	35.03	View chart
Intel Corporation (INTC)	0.0	$402k	NEW	2.9k	139.62	View chart
Marriott Intl Cl A (MAR)	0.0	$397k	+3%	1.1k	370.48	View chart
ConocoPhillips (COP)	0.0	$393k	NEW	3.8k	103.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.0	$391k		6.9k	56.51	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$384k	-33%	7.3k	52.41	View chart
Unilever Spon Adr New (UL)	0.0	$384k	-12%	6.4k	60.12	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.0	$377k	-4%	13k	29.24	View chart
Vanguard World Financials Etf (VFH)	0.0	$372k	-3%	2.8k	131.61	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$359k		2.4k	148.31	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$354k	+2%	5.0k	71.25	View chart
Kla Corp Com New (KLAC)	0.0	$353k	+706%	1.2k	301.71	View chart
Enbridge (ENB)	0.0	$351k	-13%	6.5k	54.21	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$350k	-5%	2.5k	137.53	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$340k	-9%	1.1k	302.84	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	0.0	$339k	-8%	11k	30.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SNOV)	0.0	$335k	-8%	12k	27.09	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Basc (PYZ)	0.0	$333k		2.6k	125.83	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$331k	-32%	482.00	687.47	View chart
Mastercard Incorporated Cl A (MA)	0.0	$328k	+5%	638.00	513.60	View chart
Novo-nordisk A S Adr (NVO)	0.0	$324k	NEW	6.8k	47.94	View chart
Lockheed Martin Corporation (LMT)	0.0	$324k	-37%	635.00	509.56	View chart
American Electric Power Company (AEP)	0.0	$319k	-34%	2.3k	136.81	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$316k	-2%	4.6k	68.01	View chart
Lam Research Corp Com New (LRCX)	0.0	$315k	NEW	726.00	433.59	View chart
Enterprise Products Partners (EPD)	0.0	$312k	NEW	8.5k	36.76	View chart
Sempra Energy (SRE)	0.0	$312k	-53%	3.3k	93.37	View chart
Vanguard World Health Car Etf (VHT)	0.0	$312k	-7%	1.0k	299.01	View chart
Oracle Corporation (ORCL)	0.0	$304k	-21%	2.1k	146.58	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	0.0	$298k		6.1k	48.56	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	0.0	$296k	-20%	2.0k	146.30	View chart
Citigroup Com New (C)	0.0	$292k	-13%	2.1k	139.96	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$288k	-3%	3.9k	73.42	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$287k	-21%	1.3k	227.09	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$286k		2.6k	110.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.0	$285k		6.1k	46.85	View chart
Walt Disney Company (DIS)	0.0	$283k	-33%	2.9k	97.01	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$281k	NEW	141.00	1989.44	View chart
Northrop Grumman Corporation (NOC)	0.0	$279k		547.00	509.31	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.0	$277k		1.5k	184.95	View chart
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)	0.0	$269k		11k	25.61	View chart
Phillips 66 (PSX)	0.0	$267k	NEW	1.6k	169.05	View chart
Progressive Corporation (PGR)	0.0	$267k		1.2k	218.45	View chart
salesforce (CRM)	0.0	$264k	-52%	1.7k	157.10	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$264k	-35%	3.1k	85.49	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$264k		3.4k	76.70	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$262k	NEW	1.2k	217.93	View chart
Stryker Corporation (SYK)	0.0	$261k	-58%	827.00	315.71	View chart
Southern Company (SO)	0.0	$256k	-4%	2.7k	95.71	View chart
Vale S A Sponsored Ads (VALE)	0.0	$254k		17k	15.04	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.0	$253k	-20%	2.2k	114.07	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$251k	+300%	2.0k	124.17	View chart
TJX Companies (TJX)	0.0	$250k	-29%	1.6k	151.51	View chart
MercadoLibre (MELI)	0.0	$248k	+15%	146.00	1697.39	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$247k	NEW	3.9k	63.85	View chart
Dbx Etf Tr Xtrack Msci Emrg (DBEM)	0.0	$246k	-4%	6.0k	41.07	View chart
Abbott Laboratories (ABT)	0.0	$243k	-8%	2.7k	90.76	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$242k		462.00	523.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.0	$242k		4.4k	54.47	View chart
Boeing Company (BA)	0.0	$241k	-11%	1.1k	216.47	View chart
Us Bancorp Com New (USB)	0.0	$234k		3.8k	60.92	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$233k	-33%	4.4k	53.11	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.0	$230k		5.5k	42.08	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.0	$229k		5.7k	40.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.0	$222k		5.0k	44.41	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	0.0	$220k	-3%	8.8k	24.88	View chart
Okta Cl A (OKTA)	0.0	$219k	NEW	1.6k	136.45	View chart
American Express Company (AXP)	0.0	$218k	-7%	643.00	338.34	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$216k	NEW	1.6k	136.68	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.0	$214k		4.5k	47.97	View chart
Dell Technologies CL C (DELL)	0.0	$213k	NEW	494.00	431.46	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$211k	NEW	1.8k	117.06	View chart
Amphenol Corp Cl A (APH)	0.0	$211k	NEW	1.2k	176.57	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$211k		934.00	225.49	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$210k	NEW	2.6k	82.34	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.0	$208k	NEW	5.9k	35.11	View chart
Novartis Sponsored Adr (NVS)	0.0	$208k	NEW	1.3k	156.72	View chart
Uber Technologies (UBER)	0.0	$206k	NEW	2.9k	72.16	View chart
Dollar General (DG)	0.0	$205k		1.8k	115.12	View chart
Danaher Corporation (DHR)	0.0	$204k	NEW	1.1k	190.88	View chart
Tortoise Capital Series Trus Global Water Etf (TBLU)	0.0	$204k	NEW	3.9k	51.60	View chart
McDonald's Corporation (MCD)	0.0	$200k	-12%	740.00	270.31	View chart
Jumia Technologies Sponsored Ads (JMIA)	0.0	$173k	+35%	25k	7.05	View chart
Ondas Com New (ONDS)	0.0	$102k	-18%	12k	8.24	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$82k	-3%	14k	5.83	View chart
Cronos Group (CRON)	0.0	$30k		11k	2.78	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 Q2 filed July 14, 2026
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

View all past filings

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