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Portfolio (Quarterly) Guide ↗

Octavia Wealth Advisors, LLC

· CIK 0001841259
13F Portfolio $1.0B AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 249 New
Page 7 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VIG VANGUARD SPECIALIZED FUNDS 2,775.0 $610K 0.06% NEW $219.75 +6.5%
122 ITA ISHARES TR 2,743.0 $589K 0.06% NEW $214.70 +9.7%
123 DUK DUKE ENERGY CORP NEW Utilities 5,018.0 $588K 0.06% NEW $117.21 +5.9%
124 VO VANGUARD INDEX FDS 1,990.0 $578K 0.06% NEW $290.28 -72.8%
125 NXPI NXP SEMICONDUCTORS N V Technology 2,612.0 $565K 0.05% NEW $216.46 +54.2%
126 LMT LOCKHEED MARTIN CORP Industrials 1,161.0 $562K 0.05% NEW $483.71 +10.8%
127 RTX RTX CORPORATION Industrials 3,059.0 $561K 0.05% NEW $183.40 -2.0%
128 QUAL ISHARES TR 2,731.0 $542K 0.05% NEW $198.59 +8.7%
129 MRVL MARVELL TECHNOLOGY INC Technology 6,410.0 $539K 0.05% NEW $84.14 +145.7%
130 AIT APPLIED INDL TECHNOLOGIES IN Industrials 2,062.0 $529K 0.05% NEW $256.77 +20.1%
131 SYK STRYKER CORPORATION Healthcare 1,501.0 $529K 0.05% NEW $352.35 -13.0%
132 MMSD NEW YORK LIFE INVTS ACTIVE E 20,787.0 $528K 0.05% NEW $25.40 -0.1%
133 QSPT FIRST TR EXCHNG TRADED FD VI 16,251.0 $515K 0.05% NEW $31.68 +9.4%
134 DIS DISNEY WALT CO Communication Services 4,436.0 $508K 0.05% NEW $114.52 -9.5%
135 FTSL FIRST TR EXCHANGE-TRADED FD 10,827.0 $497K 0.05% NEW $45.88 -2.0%
136 GEV GE VERNOVA INC Utilities 752.0 $490K 0.05% NEW $651.83 +53.7%
137 CVS CVS HEALTH CORP Healthcare 6,122.0 $485K 0.05% NEW $79.26 +16.5%
138 VGT VANGUARD WORLD FD 634.0 $478K 0.05% NEW $753.54 -84.2%
139 SCHP SCHWAB STRATEGIC TR 17,940.0 $475K 0.04% NEW $26.49 +1.2%
140 SCHW SCHWAB CHARLES CORP Financial Services 4,738.0 $473K 0.04% NEW $99.91 -15.0%
Page 7 of 13  ·  249 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 39.2%
Communication Services 16.3%
Financial Services 12.1%
Consumer Defensive 11.1%
Consumer Cyclical 10.2%
Healthcare 4.3%
Industrials 3.4%
Energy 1.7%
Utilities 0.8%
Real Estate 0.5%