Octavia Wealth Advisors, LLC - Q22026 Holdings
Octavia Wealth Advisors, LLC holds 231 stocks with a total portfolio value of $ 1.16B as of Q22026. In Q22026, Octavia Wealth Advisors, LLC added 20 new positions, increased stakes in 48 stocks, reduced 143 holdings, and fully exited 27 positions. The largest holding is Spdr Series Trust (SPYV), representing 14.79% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options