Octavia Wealth Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1841259
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$1.2B
Holdings
231
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Octavia Wealth Advisors, LLC disclosed 231 positions worth $1.2B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 19 new positions and exited 27 — including a new stake in $INTC and a full exit from $BPRE. The portfolio is most concentrated in Other (76.1% of disclosed assets). All figures are sourced directly from Octavia Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1841259.
AI Fund Analysis
ConcentratingSPDR SERIES TRUST - ST STR
14.8% weight
Held 10 quarters
SPDR SERIES TRUST - ST STR
14.4% weight
Held 10 quarters
FIDELITY MERRIMACK STR TR
8.1% weight
Held 10 quarters
ISHARES TR - CORE US AGGBD
5.7% weight
Held 10 quarters
ISHARES INC - CORE MSCI EM
5.6% weight
Held 10 quarters
SPDR SERIES TRUST - ST STR
9 quarters accumulating
ISHARES TR - CORE US AGGBD
9 quarters accumulating
SPDR SERIES TRUST - ST STR
9 quarters accumulating
ISHARES TR - BROAD USD HIG
9 quarters accumulating
ISHARES TR - EAFE GRWTH ET
5 quarters accumulating
Sector Allocation
OtherTechnologyConsumer DiscretionaryFinancialsConsumer StaplesHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
SPDR SERIES TRUST - ST STR P500VAL
—Quality
$171.3M2,818,236 shSPDR SERIES TRUST - ST STR P500GRW
—Quality
$166.7M1,400,992 shFIDELITY MERRIMACK STR TR - TOTAL BD ETF
—Quality
$93.8M2,053,945 shISHARES TR - CORE US AGGBD ET
—Quality
$66.4M670,616 shISHARES INC - CORE MSCI EMKT
—Quality
$64.7M780,613 shISHARES TR - CORE MSCI EAFE
—Quality
$47.9M495,563 sh- 76.4
Quality
$46.3M160,145 sh ISHARES TR - EAFE GRWTH ETF
—Quality
$42.6M342,462 shISHARES TR - EAFE VALUE ETF
—Quality
$40.6M530,172 sh- 78.2
Quality
$35.1M98,255 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST - ST STR P500VAL | — | $171.3M | 2,818,236 |
| SPDR SERIES TRUST - ST STR P500GRW | — | $166.7M | 1,400,992 |
| FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $93.8M | 2,053,945 |
| ISHARES TR - CORE US AGGBD ET | — | $66.4M | 670,616 |
| ISHARES INC - CORE MSCI EMKT | — | $64.7M | 780,613 |
| ISHARES TR - CORE MSCI EAFE | — | $47.9M | 495,563 |
 Apple Inc.$AAPL | 76.4 | $46.3M | 160,145 |
| ISHARES TR - EAFE GRWTH ETF | — | $42.6M | 342,462 |
| ISHARES TR - EAFE VALUE ETF | — | $40.6M | 530,172 |
 Alphabet Inc.$GOOG | 78.2 | $35.1M | 98,255 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Octavia Wealth Advisors, LLC's 231 positions.
Showing top 10 of 231 holdings.
Sector Allocation
Other
$881.5M
Technology
$169.5M
Consumer Discretionary
$29.7M
Financials
$25.7M
Consumer Staples
$21.3M
Healthcare
$12.3M
Industrials
$6.9M
Utilities
$4.5M
Top Holdings — Octavia Wealth Advisors, LLC (Q2 2026)
Top 150 of 231 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST - ST STR P500VAL | $171.3M | 14.8% | +4% | — |
| 2 | — | SPDR SERIES TRUST - ST STR P500GRW | $166.7M | 14.4% | +1% | — |
| 3 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $93.8M | 8.1% | +7% | — |
| 4 | — | ISHARES TR - CORE US AGGBD ET | $66.4M | 5.7% | +9% | — |
| 5 | — | ISHARES INC - CORE MSCI EMKT | $64.7M | 5.6% | +3% | — |
| 6 | — | ISHARES TR - CORE MSCI EAFE | $47.9M | 4.1% | +8% | — |
| 7 | $AAPL | Apple Inc. | $46.3M | 4.0% | -6% | 76.4 |
| 8 | — | ISHARES TR - EAFE GRWTH ETF | $42.6M | 3.7% | +4% | — |
| 9 | — | ISHARES TR - EAFE VALUE ETF | $40.6M | 3.5% | +5% | — |
| 10 | $GOOG | Alphabet Inc. | $35.1M | 3.0% | -4% | 78.2 |
| 11 |  $NVDA | NVIDIA CORP | $26.8M | 2.3% | -9% | 85.9 |
| 12 | — | SPDR SERIES TRUST - ST STR P400MID | $25.6M | 2.2% | +4% | — |
| 13 | — | ISHARES TR - CR 5 10 YR ETF | $21.6M | 1.9% | +6% | — |
| 14 |  $AMZN | AMAZON COM INC | $20.5M | 1.8% | -4% | 68.7 |
| 15 |  $MU | MICRON TECHNOLOGY INC | $13.9M | 1.2% | -5% | 86.2 |
| 16 | — | SPDR SERIES TRUST - ST STR SP600 SML | $13.5M | 1.2% | +3% | — |
| 17 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $13.2M | 1.1% | +2% | — |
| 18 | — | ISHARES TR - BROAD USD HIGH | $10.6M | 0.9% | +9% | — |
| 19 | — | ISHARES TR - CORE INTL AGGR | $10.3M | 0.9% | +7% | — |
| 20 | — | STARBOARD INVT TR - ADAPTIVE ALPHA | $9.4M | 0.8% | +11% | — |
| 21 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $8.6M | 0.8% | -1% | — |
| 22 |  $MSFT | MICROSOFT CORP | $8.1M | 0.7% | +6% | 79.8 |
| 23 |  $MO | ALTRIA GROUP, INC. | $7.9M | 0.7% | -13% | 67.4 |
| 24 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $7.4M | 0.6% | +39% | — |
| 25 |  $GOOGL | Alphabet Inc. | $6.7M | 0.6% | -6% | 78.2 |
| 26 |  $PG | PROCTER & GAMBLE Co | $5.9M | 0.5% | -37% | 64.6 |
| 27 |  $WMT | Walmart Inc. | $4.9M | 0.4% | -6% | 60.2 |
| 28 |  $JPM | JPMORGAN CHASE & CO | $4.9M | 0.4% | -3% | 70.7 |
| 29 | — | ISHARES TR - 3YRTB ETF | $4.8M | 0.4% | +4% | — |
| 30 |  $META | Meta Platforms, Inc. | $4.5M | 0.4% | +13% | 79.6 |
| 31 |  $AMAT | APPLIED MATERIALS INC /DE | $4.5M | 0.4% | -1% | 72.3 |
| 32 |  $SPY | SPDR S&P 500 ETF TRUST | $4.0M | 0.3% | -13% | — |
| 33 |  $PM | Philip Morris International Inc. | $3.7M | 0.3% | -1% | 75.9 |
| 34 |  $AMD | ADVANCED MICRO DEVICES INC | $3.6M | 0.3% | -5% | 79.8 |
| 35 |  $JNJ | JOHNSON & JOHNSON | $3.4M | 0.3% | -5% | 69 |
| 36 | — | VANGUARD INDEX FDS - SMALL CP ETF | $3.2M | 0.3% | +1% | — |
| 37 |  $AVGO | Broadcom Inc. | $3.2M | 0.3% | -33% | 84.5 |
| 38 |  $WM | WASTE MANAGEMENT INC | $3.2M | 0.3% | -10% | 67.6 |
| 39 |  $TSLA | Tesla, Inc. | $2.9M | 0.3% | -7% | 53.9 |
| 40 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.8M | 0.2% | -6% | — |
| 41 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.7M | 0.2% | -9% | 67.6 |
| 42 |  $PLTR | Palantir Technologies Inc. | $2.6M | 0.2% | +1% | 84.6 |
| 43 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $2.4M | 0.2% | -15% | — |
| 44 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.3M | 0.2% | -8% | 73.8 |
| 45 | — | NEW YORK LIFE INVTS ACTIVE E - MACKAY CALI MUN | $2.2M | 0.2% | -23% | — |
| 46 | — | SPDR SERIES TRUST - ST STR CONV ETF | $2.0M | 0.2% | -1% | — |
| 47 | — | VANGUARD ADMIRAL FDS INC - MIDCP 400 IDX | $2.0M | 0.2% | -5% | — |
| 48 |  $V | VISA INC. | $1.9M | 0.2% | +13% | 82.9 |
| 49 |  $MRVL | Marvell Technology, Inc. | $1.8M | 0.2% | -1% | 76.5 |
| 50 | — | ISHARES TR - CORE S&P MCP ETF | $1.8M | 0.1% | +1% | — |
| 51 | — | ISHARES TR - CORE S&P500 ETF | $1.7M | 0.1% | -32% | — |
| 52 |  $PEP | PEPSICO INC | $1.6M | 0.1% | -23% | 63.4 |
| 53 |  $SHEL | Shell plc | $1.5M | 0.1% | -18% | — |
| 54 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.5M | 0.1% | +0% | 73.8 |
| 55 |  $CRWD | CrowdStrike Holdings, Inc. | $1.5M | 0.1% | -3% | 67.7 |
| 56 |  $KR | KROGER CO | $1.4M | 0.1% | -21% | 52.6 |
| 57 | — | SPDR SERIES TRUST - ST STR SP600GRWO | $1.4M | 0.1% | -2% | — |
| 58 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $1.4M | 0.1% | -14% | — |
| 59 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $1.3M | 0.1% | +0% | — |
| 60 | — | ISHARES TR - FLTG RATE NT ETF | $1.3M | 0.1% | -17% | — |
| 61 |  $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | $1.2M | 0.1% | -8% | 76.4 |
| 62 |  $NTRA | Natera, Inc. | $1.2M | 0.1% | -1% | 53.5 |
| 63 |  $CINF | CINCINNATI FINANCIAL CORP | $1.2M | 0.1% | -57% | 84.3 |
| 64 | — | INVESCO EXCH TRADED FD TR II - S&P INTL QULTY | $1.2M | 0.1% | -0% | — |
| 65 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.2M | 0.1% | -10% | 66.2 |
| 66 |  $QCOM | QUALCOMM INC/DE | $1.2M | 0.1% | -24% | 70.5 |
| 67 |  $VZ | VERIZON COMMUNICATIONS INC | $1.1M | 0.1% | -27% | 65.8 |
| 68 |  $UPS | UNITED PARCEL SERVICE INC | $1.1M | 0.1% | -27% | 58.6 |
| 69 |  $EW | Edwards Lifesciences Corp | $1.1M | 0.1% | -0% | 69.4 |
| 70 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $1.1M | 0.1% | -2% | — |
| 71 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $1.1M | 0.1% | -15% | — |
| 72 |  $GEV | GE Vernova Inc. | $1.1M | 0.1% | +20% | 81.1 |
| 73 | — | INNOVATOR ETFS TRUST - US EQTY ULTRA B | $1.1M | 0.1% | -3% | — |
| 74 |  $HD | HOME DEPOT, INC. | $1.0M | 0.1% | -9% | 60.3 |
| 75 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $1.0M | 0.1% | +0% | — |
| 76 |  $WT | WisdomTree, Inc. | $996,859 | 0.1% | -1% | 59.9 |
| 77 |  $MRK | Merck & Co., Inc. | $989,331 | 0.1% | -4% | 59.9 |
| 78 |  $LLY | ELI LILLY & Co | $926,112 | 0.1% | +18% | 87.5 |
| 79 |  $TFC | TRUIST FINANCIAL CORP | $918,788 | 0.1% | -35% | 76.4 |
| 80 |  $GE | GENERAL ELECTRIC CO | $916,317 | 0.1% | -5% | 73.8 |
| 81 |  $ELV | Elevance Health, Inc. | $912,721 | 0.1% | -19% | 59 |
| 82 |  $IVZ | Invesco Ltd. | $904,946 | 0.1% | -11% | — |
| 83 | $IVZ | Invesco Ltd. | $885,744 | 0.1% | +0% | — |
| 84 |  $CVX | CHEVRON CORP | $879,332 | 0.1% | -41% | 62.8 |
| 85 | — | ISHARES TR - CORE S&P US GWT | $878,544 | 0.1% | -3% | — |
| 86 | — | ISHARES TR - RUS MD CP GR ETF | $871,543 | 0.1% | -1% | — |
| 87 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $804,329 | 0.1% | -4% | — |
| 88 | $WT | WisdomTree, Inc. | $796,815 | 0.1% | -1% | 59.9 |
| 89 |  $GS | GOLDMAN SACHS GROUP INC | $787,928 | 0.1% | -0% | 73.5 |
| 90 |  $GLD | SPDR GOLD TRUST | $754,074 | 0.1% | -4% | — |
| 91 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $753,375 | 0.1% | +5% | — |
| 92 |  $RIO | RIO TINTO PLC | $742,163 | 0.1% | -8% | — |
| 93 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $734,263 | 0.1% | -8% | — |
| 94 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $707,490 | 0.1% | -1% | — |
| 95 |  $PFE | PFIZER INC | $707,485 | 0.1% | -25% | 62 |
| 96 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $702,962 | 0.1% | +4% | — |
| 97 | — | ISHARES TR - S&P MC 400GR ETF | $695,475 | 0.1% | -10% | — |
| 98 |  $PANW | Palo Alto Networks Inc | $688,178 | 0.1% | +2% | 65.5 |
| 99 | — | VANGUARD INDEX FDS - GROWTH ETF | $670,737 | 0.1% | +342% | — |
| 100 |  $KO | COCA COLA CO | $654,941 | 0.1% | -10% | 69.5 |
| 101 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $654,900 | 0.1% | -4% | — |
| 102 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $654,828 | 0.1% | +0% | — |
| 103 | — | PROSHARES TR - S&P 500 DV ARIST | $651,793 | 0.1% | +70% | — |
| 104 | — | VANGUARD WORLD FD - INF TECH ETF | $644,664 | 0.1% | +731% | — |
| 105 | — | ISHARES TR - ASIA 50 ETF | $635,709 | 0.1% | +0% | — |
| 106 | — | VANGUARD INDEX FDS - MID CAP ETF | $607,944 | 0.1% | +274% | — |
| 107 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $607,751 | 0.1% | -0% | — |
| 108 |  $CSCO | CISCO SYSTEMS, INC. | $601,201 | 0.1% | -4% | 70.3 |
| 109 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $600,253 | 0.1% | -7% | — |
| 110 |  $FDX | FEDEX CORP | $592,311 | 0.1% | -7% | 60.3 |
| 111 | — | ISHARES TR - US AER DEF ETF | $574,840 | 0.1% | -2% | — |
| 112 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NAS | $566,185 | 0.1% | +0% | — |
| 113 |  $RTX | RTX Corp | $565,485 | 0.1% | -8% | 73.2 |
| 114 |  $UNH | UNITEDHEALTH GROUP INC | $547,229 | 0.1% | -0% | 62.7 |
| 115 |  $SHOP | SHOPIFY INC. | $536,075 | 0.1% | -9% | 64.9 |
| 116 |  $CAT | CATERPILLAR INC | $527,512 | 0.1% | -4% | 66.5 |
| 117 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $523,958 | 0.1% | -14% | — |
| 118 |  $NFLX | NETFLIX INC | $513,723 | 0.0% | -17% | 78.8 |
| 119 |  $BX | Blackstone Inc. | $501,121 | 0.0% | -10% | 74.4 |
| 120 |  $DUK | Duke Energy CORP | $494,981 | 0.0% | -28% | 56.4 |
| 121 |  $NKE | NIKE, Inc. | $492,787 | 0.0% | -38% | 49.3 |
| 122 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $489,901 | 0.0% | -2% | — |
| 123 | — | ISHARES TR - RUSSELL 2000 ETF | $488,192 | 0.0% | -6% | — |
| 124 | — | ISHARES INC - MSCI EMRG CHN | $487,460 | 0.0% | -6% | — |
| 125 |  $ABBV | AbbVie Inc. | $486,719 | 0.0% | -37% | 72.6 |
| 126 |  $IBIT | iShares Bitcoin Trust ETF | $485,734 | 0.0% | +3% | — |
| 127 |  $NXPI | NXP Semiconductors N.V. | $484,179 | 0.0% | -29% | — |
| 128 |  $CVS | CVS HEALTH Corp | $479,905 | 0.0% | -15% | 59.4 |
| 129 |  $FITB | FIFTH THIRD BANCORP | $471,929 | 0.0% | -45% | 63.2 |
| 130 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT | $468,407 | 0.0% | -2% | — |
| 131 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $447,959 | 0.0% | -2% | — |
| 132 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $444,882 | 0.0% | -2% | — |
| 133 | — | ISHARES TR - MSCI USA QLT FCT | $439,428 | 0.0% | -26% | — |
| 134 | — | VANGUARD WORLD FD - ESG US STK ETF | $438,905 | 0.0% | +8% | — |
| 135 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $435,148 | 0.0% | -23% | — |
| 136 |  $AMGN | AMGEN INC | $432,809 | 0.0% | -49% | 79.2 |
| 137 | — | LITMAN GREGORY FDS TR - IMGP DBI MAN ETF | $429,690 | 0.0% | +27% | — |
| 138 | — | VICTORY PORTFOLIOS II - SHORT TRM BD ETF | $423,688 | 0.0% | +7% | — |
| 139 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $422,781 | 0.0% | -1% | — |
| 140 | — | ISHARES TR - CORE DIV GRWTH | $420,559 | 0.0% | -19% | — |
| 141 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $415,496 | 0.0% | +0% | — |
| 142 | — | FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD | $414,820 | 0.0% | -14% | — |
| 143 |  $SCHW | SCHWAB CHARLES CORP | $413,185 | 0.0% | -5% | 79.4 |
| 144 | — | ISHARES TR - ULTRA SHORT DUR | $409,850 | 0.0% | -34% | — |
| 145 | — | CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT | $407,794 | 0.0% | -2% | — |
| 146 |  $INTC | INTEL CORP | $401,686 | 0.0% | NEW | 45.6 |
| 147 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $396,789 | 0.0% | +3% | 61.7 |
| 148 |  $COP | CONOCOPHILLIPS | $392,526 | 0.0% | NEW | 70.2 |
| 149 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $390,732 | 0.0% | +0% | — |
| 150 | — | ISHARES TR - ISHS 1-5YR INVS | $383,964 | 0.0% | -34% | — |
New Positions (19)
$INTC INTEL CORP$401,686$COP CONOCOPHILLIPS$392,526
$NVO NOVO NORDISK A S$323,643
$LRCX LAM RESEARCH CORP$314,786
$EPD ENTERPRISE PRODUCTS PARTNERS L.P.$312,411
$ASML ASML HOLDING NV$280,511
$PSX Phillips 66$267,268 VANGUARD INDEX FDS - VALUE ETF$261,952
$OKTA Okta, Inc.$218,729 ISHARES TR - SP SMCP600VL ETF$215,954
$DELL Dell Technologies Inc.$213,141 NUSHARES ETF TR - NUVEEN ESG LRGCP$210,942
$APH AMPHENOL CORP /DE/$210,825 VANGUARD WORLD FD - ESG INTL STK ETF$210,214
INNOVATOR ETFS TRUST - US EQT ULTRA BF$207,844
Exited Positions (27)
$BPRE Bluerock Private Real Estate Fund
$XOM.R34088 EXXON MOBIL CORP
$AIT APPLIED INDUSTRIAL TECHNOLOGIES INC
$SPG SIMON PROPERTY GROUP INC.
$T AT&T INC. NEW YORK LIFE INVTS ACTIVE E
$CB Chubb Ltd
$WPC W. P. Carey Inc.
$WFC WELLS FARGO & COMPANY/MN
$IAU ISHARES GOLD TRUST GOLDMAN SACHS ETF TR
$CTAS CINTAS CORP
$LNG Cheniere Energy, Inc.
$BABA Alibaba Group Holding Ltd
$HON HONEYWELL INTERNATIONAL INCBrowse Top Institutional Investors
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