Octavia Wealth Advisors
$1.2B 13F equity value
258 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Octavia Wealth Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | 2,818,236 | $171M | 14.8% |
| SPYG | SPDR SERIES TRUST | 1,400,992 | $167M | 14.4% |
| FBND | FIDELITY MERRIMACK STR TR | 2,053,945 | $94M | 8.1% |
| AGG | ISHARES TR | 670,616 | $66M | 5.7% |
| IEMG | ISHARES INC | 780,613 | $65M | 5.6% |
| IEFA | ISHARES TR | 495,563 | $48M | 4.1% |
| AAPL | APPLE INC | 160,145 | $46M | 4.0% |
| EFG | ISHARES TR | 342,462 | $43M | 3.7% |
| EFV | ISHARES TR | 530,172 | $41M | 3.5% |
| GOOGL | ALPHABET INC | 98,255 | $35M | 3.0% |
Track Octavia Wealth Advisors's 13F portfolio: $1.2B in reported holdings, 258 positions. Top holdings and quarterly changes on SentiSense.
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