• 13F History

Octavia Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 14, 2025
Value $
$824M
Signature - Title
Maxim Meyers - Chief Compliance Officer
Location
Cincinnati, OH
Summary
This page shows a list of all the recent 13F filings made by Octavia Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Octavia Wealth Advisors, LLC reported 231 stock holdings with total value $824M as of Q1 2025. Top holdings included SPYV, SPYG, FBND, AAPL, and IEMG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 231 $824M +$95.6M -$74.9M +$20.7M SPYV, SPYG, FBND, AAPL, IEMG 13F-HR 4/14/2025, 05:21 PM
Q4 2024 221 $824M +$32.7M -$18.4M +$14.3M SPYV, SPYG, FBND, AAPL, IEMG 13F-HR 1/17/2025, 08:44 AM
Q3 2024 223 $812M +$61.4M -$20.4M +$41M SPYV, SPYG, FBND, AAPL, IEMG 13F-HR 10/10/2024, 11:36 AM
Q2 2024 214 $734M +$63.5M -$9.26M +$54.2M SPYV, FBND, SPYG, AAPL, IEMG 13F-HR 8/1/2024, 07:14 PM
Q1 2024 217 $677M +$293M -$215M +$77.5M SPYV, FBND, SPYG, AAPL, IEMG 13F-HR 4/15/2024, 12:38 PM
Q4 2023 220 $567M +$42.1M -$15.1M +$26.9M AAPL, EFG, DWM, IEMG, FVD 13F-HR 1/30/2024, 11:45 AM
Q3 2023 198 $494M +$49M -$26.5M +$22.5M AAPL, DWM, IEMG, EFG, FVD 13F-HR 10/30/2023, 10:25 AM
Q2 2023 187 $493M +$50.6M -$2.7M +$47.9M AAPL, ESGE, DWM, EFG, FVD 13F-HR 7/18/2023, 11:39 AM
Q1 2023 187 $444M +$53.8M -$32.3M +$21.5M AAPL, FPXI, ESGE, DWM, FVD 13F-HR 4/20/2023, 02:08 PM
Q4 2022 185 $405M +$53.2M -$20.1M +$33.1M AAPL, FVD, VYM, SPYG, DWM 13F-HR 1/19/2023, 02:25 PM
Q3 2022 173 $369M +$35.7M -$13.7M +$22M AAPL, FVD, VYM, AGOX, QQQ 13F-HR 10/14/2022, 07:58 PM
Q2 2022 164 $382M +$60.8M -$40.9M +$19.9M AAPL, AGOX, QQQ, FVD, VYM 13F-HR 7/18/2022, 10:47 AM
Q1 2022 191 $442M +$25.8M -$11.7M +$14.1M AAPL, QQQ, AGOX, FVD, VYM 13F-HR 4/20/2022, 05:01 PM
Q4 2021 190 $456M +$50.4M -$2.97M +$47.5M AAPL, QQQ, AGOX, FVD, VYM 13F-HR 1/28/2022, 11:55 AM
Q3 2021 182 $391M +$95.6M -$58.1M +$37.5M AAPL, QQQ, AGOX, FVD, AMZN 13F-HR 11/12/2021, 08:12 AM
Q2 2021 163 $379M +$54.7M -$31M +$23.7M AAPL, FVD, SPYG, AMZN, VCSH 13F-HR 7/26/2021, 10:18 AM
Q1 2021 165 $336M +$47.4M -$29.1M +$18.3M AAPL, FVD, QQQ, SPYG, AMZN 13F-HR 5/10/2021, 07:08 AM
Q4 2020 158 $307M AAPL, SPYG, FVD, VCSH, QQQ 13F-HR 2/11/2021, 08:40 PM