Octavia Wealth Advisors, LLC - Portfolio overview

Octavia Wealth Advisors, LLC has 274 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. SPYV - SPDR SERIES TRUST, 14.60%
2. SPYG - SPDR SERIES TRUST, 12.88%
3. FBND - FIDELITY MERRIMACK STR TR, 8.33%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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