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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 10 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DIS DISNEY WALT CO Communication Services 2,912.0 $282K 0.02% -1K -33.4% $97.01 +10.2%
182 ASML ASML HLDG NV Technology 141.0 $281K 0.02% NEW $1989.44 -12.3%
183 NOC NORTHROP GRUMMAN CORP Industrials 547.0 $279K 0.02% +7.0 +1.3% $509.31 +14.4%
184 IWL ISHARES TR 1,496.0 $277K 0.02% $184.95 +2.4%
185 FLTR VANECK ETF TRUST 10,508.0 $269K 0.02% +116.0 +1.1% $25.61 -0.2%
186 PSX PHILLIPS 66 Energy 1,581.0 $267K 0.02% NEW $169.05 +43.3%
187 PGR PROGRESSIVE CORP Financial Services 1,220.0 $267K 0.02% $218.45 +0.2%
188 CRM SALESFORCE INC Technology 1,681.0 $264K 0.02% -2K -52.0% $157.10 +31.2%
189 VXUS VANGUARD STAR FDS 3,083.0 $264K 0.02% -2K -35.1% $85.49 +1.6%
190 BIV VANGUARD BD INDEX FDS 3,436.0 $264K 0.02% $76.70 -1.6%
191 VTV VANGUARD INDEX FDS 1,202.0 $262K 0.02% NEW $217.93 +4.1%
192 SYK STRYKER CORPORATION Healthcare 827.0 $261K 0.02% -1K -58.5% $315.71 +7.7%
193 SO SOUTHERN CO Utilities 2,673.0 $256K 0.02% -139.0 -4.9% $95.71 -3.7%
194 VALE VALE S A Basic Materials 16,901.0 $254K 0.02% -274.0 -1.6% $15.04 -7.6%
195 IVOV VANGUARD ADMIRAL FDS INC 2,216.0 $253K 0.02% -571.0 -20.5% $114.07 +0.2%
196 IWF ISHARES TR 2,020.0 $251K 0.02% +2K +300.0% $124.17 -1.5%
197 TJX TJX COS INC NEW Consumer Cyclical 1,648.0 $250K 0.02% -676.0 -29.1% $151.51 -6.1%
198 MELI MERCADOLIBRE INC Consumer Cyclical 146.0 $248K 0.02% +20.0 +15.9% $1697.39 +12.4%
199 RPG INVESCO EXCHANGE TRADED FD T 3,875.0 $247K 0.02% NEW $63.85 -9.1%
200 DBEM DBX ETF TR 5,998.0 $246K 0.02% -270.0 -4.3% $41.07 -5.6%
Page 10 of 12  ·  231 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%