Octavia Wealth Advisors, LLC
All 13F Filings
- Location
- Cincinnati, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,158,458
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 231 | 1,158,458 | 13F-HR | Octavia Wealth Advisors, LLC |
| Q1 2026 | 4/10/2026 | 238 | 1,045,763 | 13F-HR | Octavia Wealth Advisors, LLC |
| Q4 2025 | 1/23/2026 | 249 | 1,047,003 | 13F-HR | Octavia Wealth Advisors, LLC |
| Q3 2025 | 10/28/2025 | 259 | 1,004,932 | 13F-HR | Octavia Wealth Advisors, LLC |
| Q2 2025 | 7/16/2025 | 231 | 879,170 | 13F-HR | Octavia Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 294 K | 25.4% | 10.29 K | 0 | 10.29 K |
| ETFs | 862.8 K | 74.5% | 102.7 K | 0 | 102.7 K |
| Debt | 1.684 K | 0.1% | 0 | 327 | -327 |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
1,158,458
Holdings
231
QoQ value change ($000)
112,695
(10.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.