Notify me when Octavia Wealth Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 249 | $1,047,003,211 | +$57,248,890 | -$36,172,744 | +$21,076,146 | SPYV, SPYG, FBND, IEMG, AAPL | 13F-HR | 23 Jan 2026, 16:53 |
| Q3 2025 | 259 | $1,004,932,418 | +$67,294,213 | -$5,193,903 | +$62,100,310 | SPYV, SPYG, FBND, IEMG, AAPL | 13F-HR | 27 Oct 2025, 19:10 |
| Q2 2025 | 231 | $879,169,682 | +$42,190,705 | -$50,647,009 | -$8,456,304 | SPYV, SPYG, FBND, IEMG, AAPL | 13F-HR | 15 Jul 2025, 17:38 |
| Q1 2025 | 231 | $823,559,318 | +$95,634,831 | -$74,900,838 | +$20,733,993 | SPYV, SPYG, FBND, AAPL, IEMG | 13F-HR | 14 Apr 2025, 17:21 |
| Q4 2024 | 221 | $824,142,121 | +$32,698,891 | -$18,401,511 | +$14,297,380 | SPYV, SPYG, FBND, AAPL, IEMG | 13F-HR | 17 Jan 2025, 08:44 |
| Q3 2024 | 223 | $811,588,303 | +$61,397,440 | -$20,377,289 | +$41,020,151 | SPYV, SPYG, FBND, AAPL, IEMG | 13F-HR | 10 Oct 2024, 11:36 |
| Q2 2024 | 214 | $734,211,161 | +$63,480,350 | -$9,261,771 | +$54,218,579 | SPYV, FBND, SPYG, AAPL, IEMG | 13F-HR | 01 Aug 2024, 19:14 |
| Q1 2024 | 218 | $676,841,430 | +$292,716,223 | -$215,260,821 | +$77,455,402 | SPYV, FBND, SPYG, AAPL, IEMG | 13F-HR | 15 Apr 2024, 12:38 |
| Q4 2023 | 221 | $566,880,847 | +$42,067,799 | -$15,120,539 | +$26,947,260 | AAPL, EFG, DWM, IEMG, FVD | 13F-HR | 30 Jan 2024, 11:45 |
| Q3 2023 | 198 | $493,617,331 | +$48,955,479 | -$27,438,790 | +$21,516,689 | AAPL, DWM, IEMG, EFG, FVD | 13F-HR | 30 Oct 2023, 10:25 |
| Q2 2023 | 187 | $492,637,907 | +$50,585,599 | -$26,359,339 | +$24,226,260 | AAPL, ESGE, DWM, EFG, FVD | 13F-HR | 18 Jul 2023, 11:39 |
| Q1 2023 | 187 | $444,238,884 | +$53,808,258 | -$38,121,345 | +$15,686,913 | AAPL, FPXI, ESGE, DWM, FVD | 13F-HR | 20 Apr 2023, 14:08 |
| Q4 2022 | 185 | $405,448,126 | +$53,156,750 | -$33,304,103 | +$19,852,647 | AAPL, FVD, VYM, SPYG, DWM | 13F-HR | 19 Jan 2023, 15:25 |
| Q3 2022 | 174 | $369,905,000 | +$36,436,060 | -$15,450,399 | +$20,985,661 | AAPL, FVD, VYM, AGOX, QQQ | 13F-HR | 14 Oct 2022, 19:58 |
| Q2 2022 | 164 | $381,887,000 | +$60,807,026 | -$48,574,746 | +$12,232,280 | AAPL, AGOX, QQQ, FVD, VYM | 13F-HR | 18 Jul 2022, 10:47 |
| Q1 2022 | 193 | $450,071,000 | +$26,762,065 | -$19,081,098 | +$7,680,967 | AAPL, QQQ, AGOX, FVD, VYM | 13F-HR | 20 Apr 2022, 17:01 |
| Q4 2021 | 191 | $463,234,000 | +$51,572,513 | -$4,659,021 | +$46,913,492 | AAPL, QQQ, AGOX, FVD, VYM | 13F-HR | 28 Jan 2022, 12:55 |
| Q3 2021 | 182 | $391,280,000 | +$95,632,728 | -$79,936,979 | +$15,695,749 | AAPL, QQQ, AGOX, FVD, AMZN | 13F-HR | 12 Nov 2021, 08:12 |
| Q2 2021 | 163 | $379,269,000 | +$54,749,315 | -$31,039,601 | +$23,709,714 | AAPL, FVD, INVESCO QQQ TR, SPYG, AMZN | 13F-HR | 26 Jul 2021, 10:18 |
| Q1 2021 | 165 | $335,958,000 | +$47,400,580 | -$29,272,027 | +$18,128,553 | AAPL, FVD, QQQ, SPYG, AMZN | 13F-HR | 10 May 2021, 07:08 |
| Q4 2020 | 159 | $307,339,000 | $0 | $0 | $0 | AAPL, SPYG, FVD, VCSH, QQQ | 13F-HR | 11 Feb 2021, 21:40 |