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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 4 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VCIT VANGUARD SCOTTSDALE FDS 8,560.0 $707K 0.06% -54.0 -0.6% $82.65 -1.8%
62 PFE PFIZER INC Healthcare 29,381.0 $707K 0.06% -10K -24.8% $24.08 +16.0%
63 IJK ISHARES TR 5,919.0 $695K 0.06% -689.0 -10.4% $117.50 -2.1%
64 KO COCA COLA CO Consumer Defensive 8,007.0 $655K 0.06% -912.0 -10.2% $81.80 +11.4%
65 XLF SELECT SECTOR SPDR TR 12,216.0 $655K 0.06% -498.0 -3.9% $53.61 +6.4%
66 CSCO CISCO SYS INC Technology 5,118.0 $601K 0.05% -205.0 -3.9% $117.47 -6.7%
67 SCHD SCHWAB STRATEGIC TR 18,929.0 $600K 0.05% -1K -7.0% $31.71 +10.0%
68 FDX FEDEX CORP Industrials 1,884.0 $592K 0.05% -132.0 -6.5% $314.39 +4.2%
69 ITA ISHARES TR 2,371.0 $575K 0.05% -51.0 -2.1% $242.45 -2.0%
70 RTX RTX CORPORATION Industrials 2,980.0 $565K 0.05% -247.0 -7.7% $189.76 +12.1%
71 SHOP SHOPIFY INC Technology 4,695.0 $536K 0.05% -458.0 -8.9% $114.18 +29.6%
72 CAT CATERPILLAR INC Industrials 495.0 $528K 0.05% -23.0 -4.4% $1065.68 -24.1%
73 J P MORGAN EXCHANGE TRADED F 7,249.0 $524K 0.04% -1K -14.5% $72.28
74 NFLX NETFLIX INC. Communication Services 7,195.0 $514K 0.04% -1K -16.7% $71.40 +12.7%
75 BX BLACKSTONE INC Financial Services 4,259.0 $501K 0.04% -466.0 -9.9% $117.66 +20.6%
76 DUK DUKE ENERGY CORP NEW Utilities 3,910.0 $495K 0.04% -2K -28.4% $126.59 -2.8%
77 NKE NIKE INC Consumer Cyclical 11,886.0 $493K 0.04% -7K -38.2% $41.46 -2.4%
78 CGDV CAPITAL GROUP DIVIDEND VALUE 9,912.0 $490K 0.04% -207.0 -2.0% $49.42 +1.1%
79 IWM ISHARES TR 1,625.0 $488K 0.04% -102.0 -5.9% $300.43 -0.9%
80 EMXC ISHARES INC 4,765.0 $487K 0.04% -326.0 -6.4% $102.30 -5.3%
Page 4 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%