AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Octavia Wealth Advisors, LLC 13F Filing
1. Portfolio Overview
Octavia Wealth Advisors, LLC manages a portfolio with a total market value of approximately $1.05 billion as of December 31, 2025. This represents a significant growth of +77.8% from the previous quarter's value of $588.89 million. While part of this increase is likely attributable to market performance, the substantial capital inflows and new positions suggest significant net new deposits or a...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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