account_balance

Investment manager · 13F filer · SEC CIK 1841259

Octavia Wealth Advisors, LLC

Reported value$1.25Bas of Sep 30, 2026

Positions260 36 new, 7 sold out

Top 10 weight65.1%SPYV alone is 14%

FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

SPYVSPDR Series Trust

14.1%Added +2%

SPYGSPDR Series Trust

14.0%

FBNDFidelity Merrimack STR Tr

7.7%Added +7%

AGGiShares Tr

5.5%Added +8%

IEMGiShares Inc

5.3%Added +4%

AAPLApple Inc.

4.8%Added +11%

IEFAiShares Tr

4.0%Added +5%

EFViShares Tr

3.5%Added +4%

EFGiShares Tr

3.5%Added +5%

GOOGLAlphabet Inc.

2.8%+2%

NVDANVIDIA Corp

2.7%

SPMDSPDR Series Trust

2.0%

SPYVSPDR Series Trust

14.1%Added +2%

SPYGSPDR Series Trust

14.0%

FBNDFidelity Merrimack STR Tr

7.7%

AGGiShares Tr

5.5%

IEMGiShares Inc

5.3%+4%

AAPLApple Inc.

4.8%

IEFAiShares Tr

4.0%

EFV3.5%

EFG3.5%

GOOGLNVDA2.7%

SPMD

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

SPYV SPDR Series Trust 14.1% Added +2%

SPYG SPDR Series Trust 14.0% Held

FBND Fidelity Merrimack STR Tr 7.7% Added +7%

AGG iShares Tr 5.5% Added +8%

IEMG iShares Inc 5.3% Added +4%

AAPL Apple Inc. 4.8% Added +11%

IEFA iShares Tr 4.0% Added +5%

EFV iShares Tr 3.5% Added +4%

EFG iShares Tr 3.5% Added +5%

GOOGL Alphabet Inc. 2.8% Added +2%NVDA NVIDIA Corp 2.7% Added +8%

SPMD SPDR Series Trust 2.0% Added +5%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Jul 14, 2026 filing

add_circleNew

HALO $655K
XOM $526K
IWB $486K
SPCX $484K

arrow_upwardAdded

PG +123%
KR +111%
VTI +75%
IVV +62%

arrow_downwardTrimmed

MO −3%

remove_circleSold out

ESGV $439K
BND $288K
UCON $220K
VSGX $210K

Octavia Wealth Advisors, LLC

Where the money is

Biggest moves since Jun 30, 2026

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