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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 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CM CANADIAN IMPERIAL BANK OF CO Financial Services 10,787.0 $1.2M 0.11% -941.0 -8.0% $115.75 -0.1%
62 NTRA NATERA INC Healthcare 4,488.0 $1.2M 0.10% -61.0 -1.3% $271.45 +19.7%
63 CINF CINCINNATI FINL CORP Financial Services 6,545.0 $1.2M 0.10% -9K -57.3% $186.08 -9.6%
64 IDHQ INVESCO EXCH TRADED FD TR II 27,732.0 $1.2M 0.10% $43.71 +4.5%
65 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,290.0 $1.2M 0.10% -141.0 -9.8% $935.73 -0.2%
66 QCOM QUALCOMM INC Technology 6,258.0 $1.2M 0.10% -2K -23.6% $184.80 -13.0%
67 VZ VERIZON COMMUNICATIONS INC Communication Services 26,857.0 $1.1M 0.10% -10K -26.9% $42.34 +16.2%
68 UPS UNITED PARCEL SVCS INC Industrials 10,405.0 $1.1M 0.10% -4K -26.9% $107.50 -4.6%
69 EW EDWARDS LIFESCIENCES CORP Healthcare 12,117.0 $1.1M 0.10% $90.46 -0.7%
70 VBR VANGUARD INDEX FDS 4,493.0 $1.1M 0.09% -111.0 -2.4% $243.00 +1.8%
71 VCSH VANGUARD SCOTTSDALE FDS 13,796.0 $1.1M 0.09% -2K -15.2% $79.03 -0.5%
72 GEV GE VERNOVA INC Utilities 912.0 $1.1M 0.09% +154.0 +20.3% $1175.34 -17.8%
73 UDEC INNOVATOR ETFS TRUST 25,364.0 $1.1M 0.09% -825.0 -3.1% $41.68 +1.8%
74 HD HOME DEPOT INC Consumer Cyclical 2,952.0 $1.0M 0.09% -279.0 -8.6% $352.68 -5.2%
75 XMAR FIRST TR EXCHNG TRADED FD VI 23,422.0 $1.0M 0.09% $42.73 +1.2%
76 DWM WISDOMTREE TR 13,616.0 $997K 0.09% -196.0 -1.4% $73.21 +3.9%
77 MRK MERCK & CO INC Healthcare 7,648.0 $989K 0.09% -286.0 -3.6% $129.36 +15.4%
78 LLY ELI LILLY & CO Healthcare 772.0 $926K 0.08% +116.0 +17.7% $1199.63 +3.8%
79 TFC TRUIST FINL CORP Financial Services 18,442.0 $919K 0.08% -10K -35.3% $49.82 +0.8%
80 GE GE AEROSPACE Industrials 2,452.0 $916K 0.08% -127.0 -4.9% $373.70 -7.8%
Page 4 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%