Octavia Wealth Advisors
$1.0B Assets Reported
255 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | 2,722,619 | $154M | 14.7% |
| SPYG | SPDR SERIES TRUST | 1,388,717 | $136M | 13.0% |
| FBND | FIDELITY MERRIMACK STR TR | 1,919,010 | $88M | 8.4% |
| AGG | ISHARES TR | 613,783 | $61M | 5.8% |
| IEMG | ISHARES INC | 760,686 | $53M | 5.1% |
| AAPL | APPLE INC | 170,161 | $43M | 4.1% |
| IEFA | ISHARES TR | 459,840 | $42M | 4.0% |
| EFV | ISHARES TR | 504,780 | $38M | 3.6% |
| EFG | ISHARES TR | 329,257 | $37M | 3.5% |
| GOOGL | ALPHABET INC | 102,019 | $29M | 2.8% |
Track Octavia Wealth Advisors's 13F portfolio: $1.0B in reported holdings, 255 positions. Top holdings, AUM, and quarterly changes on SentiSense.