Octavia Wealth Advisors, LLC
•CIK: 1841259•Filing: Q4 2025
**Octavia Wealth Advisors, LLC** manages $1.0B across a diversified portfolio of 249 positions. The strategy exhibits significant concentration in U.S. equity exposure, notably anchored by SPYV ($130.1M) and SPYG ($117.8M). Further allocations include substantial holdings in fixed income (FBND at $80.6M) and major technology names, with AAPL ($49.0M) and GOOGL ($32.7M) representing key components. This structure suggests a core focus on large-cap growth and defensive fixed income plays.
Total AUM
$1.0B
QoQ Performance
+4.2%
Positions
174
Top 10 Concentration
57.5%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYV
SPYG
FBND
SPYV12.4%
SPYG11.3%
FBND7.7%
IEMG5.0%
AAPL4.7%
EFV3.7%
EFG3.5%
GOOGL3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other78.2%
Technology13.4%
Consumer3.3%
Financial1.7%
Consumer Staples1.2%
Healthcare0.8%
ETF0.7%
Industrial0.4%
🚪 Exited Positionssold since Q3 2025
+59 more exited positions
Changes from Q3 2025
NEW5 new positions
↑67 increased
↓117 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023