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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 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NOC NORTHROP GRUMMAN CORP Industrials 547.0 $279K 0.02% +7.0 +1.3% $509.31 +8.2%
42 FLTR VANECK ETF TRUST 10,508.0 $269K 0.02% +116.0 +1.1% $25.61 -0.0%
43 IWF ISHARES TR 2,020.0 $251K 0.02% +2K +300.0% $124.17 -1.4%
44 MELI MERCADOLIBRE INC Consumer Cyclical 146.0 $248K 0.02% +20.0 +15.9% $1697.39 +13.3%
45 JMIA JUMIA TECHNOLOGIES AG Consumer Cyclical 24,515.0 $173K 0.01% +6K +35.6% $7.05 -4.4%
Page 3 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%