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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 6 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XLF SELECT SECTOR SPDR TR 12,216.0 $655K 0.06% -498.0 -3.9% $53.61 +7.4%
102 FOCT FIRST TR EXCHNG TRADED FD VI 12,523.0 $655K 0.06% $52.29 +2.3%
103 NOBL PROSHARES TR 11,606.0 $652K 0.06% +5K +70.1% $56.16 +4.6%
104 VGT VANGUARD WORLD FD 5,394.0 $645K 0.06% +5K +731.1% $119.52 -0.9%
105 AIA ISHARES TR 4,488.0 $636K 0.06% $141.65 -1.4%
106 VO VANGUARD INDEX FDS 7,546.0 $608K 0.05% +6K +273.6% $80.57 +3.1%
107 SCHP SCHWAB STRATEGIC TR 22,934.0 $608K 0.05% $26.50 -1.9%
108 CSCO CISCO SYS INC Technology 5,118.0 $601K 0.05% -205.0 -3.9% $117.47 -5.7%
109 SCHD SCHWAB STRATEGIC TR 18,929.0 $600K 0.05% -1K -7.0% $31.71 +10.5%
110 FDX FEDEX CORP Industrials 1,884.0 $592K 0.05% -132.0 -6.5% $314.39 +4.6%
111 ITA ISHARES TR 2,371.0 $575K 0.05% -51.0 -2.1% $242.45 -1.4%
112 QSPT FIRST TR EXCHNG TRADED FD VI 16,251.0 $566K 0.05% $34.84 +1.4%
113 RTX RTX CORPORATION Industrials 2,980.0 $565K 0.05% -247.0 -7.7% $189.76 +12.4%
114 UNH UNITEDHEALTH GROUP INC Healthcare 1,317.0 $547K 0.05% $415.51 -6.6%
115 SHOP SHOPIFY INC Technology 4,695.0 $536K 0.05% -458.0 -8.9% $114.18 +28.1%
116 CAT CATERPILLAR INC Industrials 495.0 $528K 0.05% -23.0 -4.4% $1065.68 -22.6%
117 J P MORGAN EXCHANGE TRADED F 7,249.0 $524K 0.04% -1K -14.5% $72.28
118 NFLX NETFLIX INC. Communication Services 7,195.0 $514K 0.04% -1K -16.7% $71.40 +11.5%
119 BX BLACKSTONE INC Financial Services 4,259.0 $501K 0.04% -466.0 -9.9% $117.66 +22.5%
120 DUK DUKE ENERGY CORP NEW Utilities 3,910.0 $495K 0.04% -2K -28.4% $126.59 -3.5%
Page 6 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%