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Portfolio (Quarterly) Guide ↗

Octavia Wealth Advisors, LLC

· CIK 0001841259
13F Portfolio $1.0B AUM 238 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 71 Added 116 Reduced 17 Exited
Page 2 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FDVV FIDELITY COVINGTON TRUST 26,491.0 $1.5M 0.14% +451.0 +1.7% $55.24 +10.6%
22 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,431.0 $1.4M 0.14% +38.0 +2.7% $996.56 -0.1%
23 UPS UNITED PARCEL SVCS INC Industrials 14,231.0 $1.4M 0.13% +906.0 +6.8% $98.38 +8.4%
24 AMD ADVANCED MICRO DEVICES INC Technology 6,469.0 $1.3M 0.13% +164.0 +2.6% $203.43 +154.7%
25 VCSH VANGUARD SCOTTSDALE FDS 16,270.0 $1.3M 0.12% +498.0 +3.2% $79.27 -0.2%
26 HD HOME DEPOT INC Consumer Cyclical 3,231.0 $1.1M 0.10% +150.0 +4.9% $328.89 -2.3%
27 MRK MERCK & CO INC Healthcare 7,934.0 $961K 0.09% +633.0 +8.7% $121.15 -1.0%
28 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,908.0 $851K 0.08% +706.0 +32.1% $292.75 +34.2%
29 NFLX NETFLIX INC. Communication Services 8,638.0 $831K 0.08% +770.0 +9.8% $96.15 -10.2%
30 RIO RIO TINTO PLC Basic Materials 8,517.0 $816K 0.08% +186.0 +2.2% $95.83 +11.2%
31 CRWD CROWDSTRIKE HLDGS INC Technology 2,008.0 $784K 0.07% +152.0 +8.2% $390.41 +71.9%
32 IUSG ISHARES TR 4,797.0 $744K 0.07% +167.0 +3.6% $155.10 +22.9%
33 GE GE AEROSPACE Industrials 2,579.0 $733K 0.07% +172.0 +7.2% $284.26 +12.9%
34 NOBL PROSHARES TR 6,823.0 $723K 0.07% +357.0 +5.5% $106.01 -49.1%
35 DUK DUKE ENERGY CORP NEW Utilities 5,465.0 $716K 0.07% +447.0 +8.9% $130.94 -5.5%
36 FITB FIFTH THIRD BANCORP Financial Services 15,091.0 $707K 0.07% +2K +14.3% $46.86 +6.4%
37 KO COCA COLA CO Consumer Defensive 8,919.0 $683K 0.07% +89.0 +1.0% $76.58 +5.0%
38 GEV GE VERNOVA INC Utilities 758.0 $662K 0.06% +6.0 +0.8% $873.40 +14.0%
39 SYK STRYKER CORPORATION Healthcare 1,993.0 $657K 0.06% +492.0 +32.8% $329.47 -6.6%
40 VIG VANGUARD SPECIALIZED FUNDS 3,026.0 $651K 0.06% +251.0 +9.1% $215.10 +8.7%
Page 2 of 4  ·  71 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.4%
Communication Services 16.1%
Consumer Defensive 12.9%
Financial Services 11.8%
Consumer Cyclical 9.6%
Healthcare 4.5%
Industrials 3.7%
Energy 2.3%
Utilities 1.1%
Basic Materials 0.4%