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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 INTC INTEL CORP Technology 2,877.0 $402K 0.04% NEW $139.62 -33.5%
2 COP CONOCOPHILLIPS Energy 3,776.0 $393K 0.03% NEW $103.95 +25.6%
3 NVO NOVO-NORDISK A S Healthcare 6,751.0 $324K 0.03% NEW $47.94 -3.0%
4 LRCX LAM RESEARCH CORP Technology 726.0 $315K 0.03% NEW $433.59 -29.2%
5 EPD ENTERPRISE PRODS PARTNERS L Energy 8,499.0 $312K 0.03% NEW $36.76 +3.7%
6 ASML ASML HLDG NV Technology 141.0 $281K 0.02% NEW $1989.44 -11.9%
7 PSX PHILLIPS 66 Energy 1,581.0 $267K 0.02% NEW $169.05 +43.3%
8 VTV VANGUARD INDEX FDS 1,202.0 $262K 0.02% NEW $217.93 +4.1%
9 RPG INVESCO EXCHANGE TRADED FD T 3,875.0 $247K 0.02% NEW $63.85 -8.7%
10 OKTA OKTA INC Technology 1,603.0 $219K 0.02% NEW $136.45 +3.5%
11 IJS ISHARES TR 1,580.0 $216K 0.02% NEW $136.68 +1.5%
12 DELL DELL TECHNOLOGIES INC Technology 494.0 $213K 0.02% NEW $431.46 +1.4%
13 NULG NUSHARES ETF TR 1,802.0 $211K 0.02% NEW $117.06 -1.9%
14 APH AMPHENOL CORP Technology 1,194.0 $211K 0.02% NEW $176.57 -11.6%
15 VSGX VANGUARD WORLD FD 2,553.0 $210K 0.02% NEW $82.34 +0.5%
16 UAPR INNOVATOR ETFS TRUST 5,919.0 $208K 0.02% NEW $35.11 +1.6%
17 NVS NOVARTIS AG Healthcare 1,326.0 $208K 0.02% NEW $156.72 +2.3%
18 UBER UBER TECHNOLOGIES INC Technology 2,850.0 $206K 0.02% NEW $72.16 +8.1%
19 DHR DANAHER CORP DEL Healthcare 1,068.0 $204K 0.02% NEW $190.88 +10.8%
20 TBLU TORTOISE CAPITAL SERIES TRUS 3,947.0 $204K 0.02% NEW $51.60 +0.7%

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 43.0%
Communication Services 17.1%
Financial Services 11.0%
Consumer Defensive 9.8%
Consumer Cyclical 9.3%
Healthcare 4.4%
Industrials 2.7%
Energy 1.3%
Utilities 0.9%
Basic Materials 0.4%