Octavia Wealth Advisors, LLC: 13F holdings
CIK 18412592026Q2
| Positions | 231 |
|---|
| Reported value | $1.2bn |
|---|
| Filed | 2026-07-14 |
|---|
Change since last quarter
| Positions | 231 (-7 vs prior quarter) |
|---|
| Reported value | $1.2bn (+10.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYV SPDR SERIES TRUST | 2,818,236 | $171.3m | 14.8% |
| SPYG SPDR SERIES TRUST | 1,400,992 | $166.7m | 14.4% |
| FBND FIDELITY MERRIMACK STR TR | 2,053,945 | $93.8m | 8.1% |
| AGG ISHARES TR | 670,616 | $66.4m | 5.7% |
| IEMG ISHARES INC | 780,613 | $64.7m | 5.6% |
| IEFA ISHARES TR | 495,563 | $47.9m | 4.1% |
| AAPL APPLE INC | 160,145 | $46.3m | 4.0% |
| EFG ISHARES TR | 342,462 | $42.6m | 3.7% |
| EFV ISHARES TR | 530,172 | $40.6m | 3.5% |
| GOOGL ALPHABET INC | 98,255 | $35.1m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1841259")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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