Octavia Wealth Advisors, LLC Q4 2025 Filing
Filed January 23, 2026
Portfolio Value
$1.0B
Holdings
249
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (249 positions)
| Stock | Value |
|---|---|
BABOEING CO | $270K |
IUSVISHARES TR | $269K |
DAUGFIRST TR EXCHNG TRADED FD VI | $269K |
FLTRVANECK ETF TRUST | $262K |
AXPAMERICAN EXPRESS CO | $257K |
WPCWP CAREY INC | $257K |
AQLTISHARES TR | $255K |
SILASILA REALTY TRUST INC | $247K |
SOSOUTHERN CO | $245K |
SRLNSSGA ACTIVE ETF TR | $241K |
BSXBOSTON SCIENTIFIC CORP | $241K |
USBUS BANCORP DEL | $240K |
DGDOLLAR GEN CORP NEW | $236K |
SYYSYSCO CORP | $236K |
RRCRANGE RES CORP | $235K |
OKTAOKTA INC | $234K |
UCONFIRST TR EXCHNG TRADED FD VI | $233K |
SBUXSTARBUCKS CORP | $231K |
SMCISUPER MICRO COMPUTER INC | $229K |
VALEVALE S A | $227K |
FDECFIRST TR EXCHNG TRADED FD VI | $227K |
DHRDANAHER CORPORATION | $226K |
ROKROCKWELL AUTOMATION INC | $222K |
DONSPDR DOW JONES INDL AVERAGE | $222K |
AEPAMERICAN ELEC PWR CO INC | $219K |
UAUGINNOVATOR ETFS TRUST | $218K |
OREALTY INCOME CORP | $217K |
GDGENERAL DYNAMICS CORP | $217K |
MLB1MERCADOLIBRE INC | $215K |
VXUSVANGUARD STAR FDS | $214K |
VOOGVANGUARD ADMIRAL FDS INC | $214K |
DBMFLITMAN GREGORY FDS TR | $213K |
XSEPFIRST TR EXCHNG TRADED FD VI | $212K |
IHIISHARES TR | $211K |
BIVVANGUARD BD INDEX FDS | $208K |
KLACKLA CORP | $207K |
NOWSERVICENOW INC | $206K |
TBLUTORTOISE CAPITAL SERIES TRUS | $205K |
HONHONEYWELL INTL INC | $202K |
KEYKEYCORP | $201K |
LNGCHENIERE ENERGY INC | $201K |
JMIAJUMIA TECHNOLOGIES AG | $181K |
ONDSONDAS HLDGS INC | $146K |
LYGLLOYDS BANKING GROUP PLC | $135K |
BCXBLACKROCK RES & COMMODITIES | $125K |
MUCBLACKROCK MUNIHLDNGS CALI QL | $119K |
WTIW & T OFFSHORE INC | $82K |
WEEDCANOPY GROWTH CORP | $29K |
CRONCRONOS GROUP INC | $28K |
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