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Portfolio (Quarterly) Guide ↗

Octavia Wealth Advisors, LLC

· CIK 0001841259
13F Portfolio $1.0B AUM 238 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 71 Added 116 Reduced 17 Exited
Page 1 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IEMG ISHARES INC 760,686.0 $53.1M 5.07% -16K -2.1% $69.75 +19.7%
2 AAPL APPLE INC Technology 170,161.0 $43.2M 4.13% -10K -5.5% $253.79 +22.5%
3 EFV ISHARES TR 504,780.0 $37.5M 3.59% -37K -6.9% $74.35 +6.4%
4 GOOGL ALPHABET INC Communication Services 102,019.0 $29.3M 2.81% -3K -2.5% $287.56 +35.2%
5 NVDA NVIDIA CORPORATION Technology 147,227.0 $25.7M 2.46% -2K -1.1% $174.41 +21.9%
6 IMTB ISHARES TR 465,216.0 $20.4M 1.95% -204K -30.5% $43.82 -0.5%
7 AMZN AMAZON COM INC Consumer Cyclical 89,952.0 $18.7M 1.79% -460.0 -0.5% $208.27 +30.5%
8 SPSM SPDR SERIES TRUST 228,575.0 $11.0M 1.06% -109K -32.2% $48.32 +12.4%
9 IAGG ISHARES TR 191,342.0 $9.6M 0.92% -32K -14.4% $50.04 +0.3%
10 BLUEROCK PVT REAL ESTATE FD 414,859.0 $6.9M 0.66% -12K -2.8% $16.61
11 AGOX STARBOARD INVT TR 244,421.0 $6.5M 0.62% -646K -72.5% $26.62 +27.8%
12 WMT WALMART INC Consumer Defensive 46,285.0 $5.8M 0.55% -324.0 -0.7% $124.53 -4.8%
13 VGSH VANGUARD SCOTTSDALE FDS 91,209.0 $5.3M 0.51% -72K -44.2% $58.54 -0.4%
14 ISHG ISHARES TR 62,550.0 $4.6M 0.44% -3K -5.2% $74.18 +1.9%
15 MU MICRON TECHNOLOGY INC Technology 12,703.0 $4.3M 0.41% -459.0 -3.5% $337.98 +174.7%
16 SPY STATE STR SPDR S&P 500 ETF T Financial Services 6,051.0 $3.9M 0.38% -110.0 -1.8% $652.14 +15.1%
17 AVGO BROADCOM INC Technology 12,515.0 $3.9M 0.37% -102.0 -0.8% $309.51 +36.3%
18 WM WASTE MGMT INC DEL Industrials 15,685.0 $3.6M 0.34% -107.0 -0.7% $229.79 -6.2%
19 PM PHILIP MORRIS INTL INC Consumer Defensive 20,693.0 $3.5M 0.33% -3K -11.2% $166.81 +9.1%
20 JNJ JOHNSON & JOHNSON Healthcare 14,009.0 $3.4M 0.33% -296.0 -2.1% $244.43 -5.4%
Page 1 of 6  ·  116 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 37.4%
Communication Services 16.1%
Consumer Defensive 12.9%
Financial Services 11.8%
Consumer Cyclical 9.6%
Healthcare 4.5%
Industrials 3.7%
Energy 2.3%
Utilities 1.1%
Basic Materials 0.4%