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Maxim Meyers

Octavia Wealth Advisors, Llc

Assets Managed
$1.158B
Holdings
231
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
10.78%(2Q avg: 5.33%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Octavia Wealth Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 231 positions.

Assets under management

The assets under management (AUM) of Octavia Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.158B in assets, with a quarterly growth rate of 10.78% and a 2-quarter average growth rate of 5.33%. The portfolio is managed by Maxim Meyers, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 3.52%
14.79%
$171.321M
2.818M shares@ $60.79 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 0.89%
14.4%
$166.704M
1.401M shares@ $118.99 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 7.04%
8.1%
$93.78M
2.054M shares@ $45.66 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 9.26%
5.73%
$66.378M
670,616 shares@ $98.98 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 2.62%
5.59%
$64.666M
780,613 shares@ $82.85 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 7.77%
4.14%
$47.861M
495,563 shares@ $96.58 avg price
AAPL
Apple Inc
Recent Activity
Decreased -5.88%
4.01%
$46.34M
160,145 shares@ $289.36 avg price
EFG
Ishares Msci Eafe Growth Etf
Recent Activity
Increased 4.02%
3.68%
$42.609M
342,462 shares@ $124.43 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Increased 5.04%
3.51%
$40.585M
530,172 shares@ $76.56 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -3.68%
3.04%
$35.113M
98,255 shares@ $357.38 avg price

1-10 of 231