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Octavia Wealth Advisors - Q3 2026 13F Filings

OC

Octavia Wealth Advisors, LLC

CIK: 0001841259
Address: Ohio Cincinnati 9999 Carver Road, Suite 130
$1.25 B
Portfolio Value
260
Assets Held
Reporting Period: Q3 2026
Filing Status:
Active
Last Updated: 11/13/2026

Portfolio Summary (Q3 2026)

View Full Portfolio Analysis

Top Buys

Q3 2026
1. PG The Procter & Gamble Company
+$7.25 M
2. FBND Fidelity Total Bond Etf
+$6.18 M
3. AAPL Apple
+$6.12 M
4. AGG Ishares Core Us Aggregate Bond Etf
+$4.89 M
5. SPYV Spdr Portfolio S&P 500 Value Etf
+$4.13 M

Top Sells

Q3 2026
1. ESGV Vanguard Esg Us Stock Etf
−$438,905
2. BND Vanguard Total Bond Market Etf
−$288,086
3. UCON First Trust Smith Unconstrained Bond Etf
−$219,690
4. VSGX Vanguard Esg International Stock Etf
−$210,214
5. NVS Novartis
−$207,811

Asset Allocation

Stocks/ETFs
+7.63%
$1.25 B 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Octavia Wealth Advisors Q3 2026 Filing Summary

Octavia Wealth Advisors, LLC filed its 13F report for Q3 2026 on November 13, 2026. The portfolio totaled 1.25 B reflecting a +7.63% change from the prior quarter, spanning 260 assets. The top 10 holdings comprised 65.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 36 new positions and 7 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Octavia Wealth Advisors’s Q3 2026 Filing

Octavia Wealth Advisors submitted their Form 13F-HR for the Q3 2026 period on 11/13/2026. This was the only submission for the quarter.

In the Q3 2026 filing, Octavia Wealth Advisors reported a managed portfolio value of 1.25 B, consisting of 260 individual positions.

This page displays the raw filing documents. To see which stocks Octavia Wealth Advisors bought or sold during Q3 2026, please visit Octavia Wealth Advisors's Portfolio Analysis page.