Octavia Wealth Advisors, LLC — 13F holdings

Octavia Wealth Advisors, LLC reported 231 holdings worth $1.16B in its 13F filing for Q2 2026, filed July 14, 2026.

Largest positions

1. SPYV SPDR SERIES TRUST — $171M (14.8%)
2. SPYG SPDR SERIES TRUST — $167M (14.4%)
3. FBND FIDELITY MERRIMACK STR TR — $93.8M (8.1%)
4. AGG ISHARES TR — $66.4M (5.7%)
5. IEMG ISHARES INC — $64.7M (5.6%)
6. IEFA ISHARES TR — $47.9M (4.1%)
7. AAPL APPLE INC — $46.3M (4.0%)
8. EFG ISHARES TR — $42.6M (3.7%)
9. EFV ISHARES TR — $40.6M (3.5%)
10. GOOGL ALPHABET INC — $35.1M (3.0%)