Octavia Wealth Advisors, LLC
Octavia Wealth Advisors, LLC reported 231 positions worth $1.16B as of June 30, 2026 (13F filed July 14, 2026). Largest holding: SPYV (14.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYV | SH | $171.3M | 14.79% | 2,818,236 | — | — | |
| ▸ 2 | SPYG | SH | $166.7M | 14.39% | 1,400,992 | — | — | |
| ▸ 3 | FBND | SH | $93.8M | 8.10% | 2,053,945 | — | — | |
| ▸ 4 | AGG | SH | $66.4M | 5.73% | 670,616 | — | — | |
| ▸ 5 | IEMG | SH | $64.7M | 5.58% | 780,613 | — | — | |
| ▸ 6 | IEFA | SH | $47.9M | 4.13% | 495,563 | — | — | |
| ▸ 7 | AAPL | SH | $46.3M | 4.00% | 160,145 | — | — | |
| ▸ 8 | EFG | SH | $42.6M | 3.68% | 342,462 | — | — | |
| ▸ 9 | EFV | SH | $40.6M | 3.50% | 530,172 | — | — | |
| ▸ 10 | GOOGL | SH | $35.1M | 3.03% | 98,255 | — | — |
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Frequently Asked Questions
What stocks does Octavia Wealth Advisors, LLC hold as of Q2 2026?
Octavia Wealth Advisors, LLC reported 231 positions worth $1.16B in its Q2 2026 13F filing. Largest positions: SPYV (14.8%), SPYG (14.4%), FBND (8.1%), AGG (5.7%) and IEMG (5.6%).
What did Octavia Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Octavia Wealth Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.