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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 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BAC BANK OF AMER CORP Financial Services 46,570.0 $2.7M 0.23% -5K -9.2% $56.98 +9.8%
22 VTI VANGUARD INDEX FDS 6,425.0 $2.4M 0.20% -1K -15.1% $370.05 +2.0%
23 BERKSHIRE HATHAWAY INC DEL 4,574.0 $2.3M 0.20% -409.0 -8.2% $500.39
24 MMCA NEW YORK LIFE INVTS ACTIVE E 99,360.0 $2.2M 0.19% -30K -23.3% $21.85 -1.7%
25 CWB SPDR SERIES TRUST 18,789.0 $2.0M 0.17% -193.0 -1.0% $107.82 -4.1%
26 IVOO VANGUARD ADMIRAL FDS INC 15,028.0 $2.0M 0.17% -768.0 -4.9% $130.40 -0.8%
27 MRVL MARVELL TECHNOLOGY INC Technology 6,116.0 $1.8M 0.16% -85.0 -1.4% $297.89 -18.0%
28 IVV ISHARES TR 2,335.0 $1.7M 0.15% -1K -32.5% $748.94 +2.6%
29 PEP PEPSICO INC Consumer Defensive 12,025.0 $1.6M 0.14% -4K -23.3% $135.43 +5.3%
30 SHEL SHELL PLC Energy 19,742.0 $1.5M 0.13% -4K -18.4% $77.64 +21.0%
31 CRWD CROWDSTRIKE HLDGS INC Technology 1,939.0 $1.5M 0.13% -69.0 -3.4% $190.78 +1.2%
32 KR KROGER CO Consumer Defensive 26,082.0 $1.4M 0.12% -7K -20.8% $55.53 +0.9%
33 SLYG SPDR SERIES TRUST 11,573.0 $1.4M 0.12% -178.0 -1.5% $119.13 -3.1%
34 FDVV FIDELITY COVINGTON TRUST 22,721.0 $1.4M 0.12% -4K -14.2% $60.29 +5.0%
35 FLOT ISHARES TR 24,851.0 $1.3M 0.11% -5K -17.2% $51.05 -0.1%
36 CM CANADIAN IMPERIAL BANK OF CO Financial Services 10,787.0 $1.2M 0.11% -941.0 -8.0% $115.75 +0.1%
37 NTRA NATERA INC Healthcare 4,488.0 $1.2M 0.10% -61.0 -1.3% $271.45 +21.1%
38 CINF CINCINNATI FINL CORP Financial Services 6,545.0 $1.2M 0.10% -9K -57.3% $186.08 -9.5%
39 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,290.0 $1.2M 0.10% -141.0 -9.8% $935.73 +0.2%
40 QCOM QUALCOMM INC Technology 6,258.0 $1.2M 0.10% -2K -23.6% $184.80 -12.1%
Page 2 of 7  ·  137 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 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%