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Portfolio (Quarterly) Guide ↗

Octavia Wealth Advisors, LLC

· CIK 0001841259
13F Portfolio $1.2B AUM 231 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 45 Added 137 Reduced 27 Exited
Page 2 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PLTR PALANTIR TECHNOLOGIES INC Technology 21,878.0 $2.6M 0.22% +198.0 +0.9% $116.67 +54.2%
22 V VISA INC Financial Services 5,656.0 $1.9M 0.17% +646.0 +12.9% $343.09 +8.1%
23 IJH ISHARES TR 22,978.0 $1.8M 0.15% +320.0 +1.4% $77.11 -0.4%
24 GEV GE VERNOVA INC Utilities 912.0 $1.1M 0.09% +154.0 +20.3% $1175.34 -18.6%
25 LLY ELI LILLY & CO Healthcare 772.0 $926K 0.08% +116.0 +17.7% $1199.63 +4.6%
26 VIG VANGUARD SPECIALIZED FUNDS 3,184.0 $753K 0.07% +158.0 +5.2% $236.61 +3.1%
27 CGGR CAPITAL GROUP GROWTH ETF 14,885.0 $703K 0.06% +571.0 +4.0% $47.23 -0.5%
28 PANW PALO ALTO NETWORKS INC Technology 2,018.0 $688K 0.06% +45.0 +2.3% $341.02 +4.9%
29 VUG VANGUARD INDEX FDS 7,787.0 $671K 0.06% +6K +342.2% $86.14 +1.6%
30 NOBL PROSHARES TR 11,606.0 $652K 0.06% +5K +70.1% $56.16 +4.6%
31 VGT VANGUARD WORLD FD 5,394.0 $645K 0.06% +5K +731.1% $119.52 -0.9%
32 VO VANGUARD INDEX FDS 7,546.0 $608K 0.05% +6K +273.6% $80.57 +3.0%
33 IBIT ISHARES BITCOIN TRUST ETF Financial Services 14,591.0 $486K 0.04% +490.0 +3.5% $33.29 +31.2%
34 ESGV VANGUARD WORLD FD 3,319.0 $439K 0.04% +240.0 +7.8% $132.24 +2.7%
35 DBMF LITMAN GREGORY FDS TR 14,038.0 $430K 0.04% +3K +26.7% $30.61 +2.5%
36 USTB VICTORY PORTFOLIOS II 8,370.0 $424K 0.04% +563.0 +7.2% $50.62 -0.3%
37 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,071.0 $397K 0.03% +36.0 +3.5% $370.48 -3.8%
38 VEA VANGUARD TAX-MANAGED FDS 4,964.0 $354K 0.03% +100.0 +2.1% $71.25 +3.0%
39 KLAC KLA CORP Technology 1,169.0 $353K 0.03% +1K +706.2% $301.71 -39.0%
40 MA MASTERCARD INCORPORATED Financial Services 638.0 $328K 0.03% +36.0 +6.0% $513.60 +13.1%
Page 2 of 3  ·  45 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 44.1%
Communication Services 15.1%
Financial Services 11.3%
Consumer Defensive 10.1%
Consumer Cyclical 9.6%
Healthcare 4.5%
Industrials 2.8%
Energy 1.2%
Utilities 0.9%
Basic Materials 0.4%