Octavia Wealth Advisors, LLC - Portfolio Stock Holdings
Octavia Wealth Advisors, LLC disclosed 267 stock positions in a recent SEC 13F filing. $1,195,141,423 of stock holdings were filed, with the largest holdings including SPYV, SPYG, and FBND. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $2,153,480,679 and has 45 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
267Est. Stock Holding Value:
$1,195,141,423Top Stock Holdings By Sector
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Portfolio Stock Holdings - Octavia Wealth Advisors, LLC
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% of Portfolio
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