Octavia Wealth Advisors, LLC

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...