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Maxim Meyers

Octavia Wealth Advisors, Llc

Assets Managed
$1.046B
Holdings
238
Last Quarter
2026 - Q1
Filed Date
1mo 12d ago
Growth Rate
-0.11%(2Q avg: 2.04%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Octavia Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 238 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.046B in assets, with a quarterly growth rate of -0.11% and a 2-quarter average growth rate of 2.04%. The portfolio is managed by Maxim Meyers, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 18.92%
14.74%
$154.046M
2.723M shares@ $56.59 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 25.76%
13.01%
$135.969M
1.389M shares@ $97.91 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 10.23%
8.41%
$87.887M
1.919M shares@ $45.8 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 112.41%
5.83%
$60.93M
613,783 shares@ $99.28 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -2.06%
5.08%
$53.058M
760,686 shares@ $69.75 avg price
AAPL
Apple Inc
Recent Activity
Decreased -5.49%
4.13%
$43.185M
170,161 shares@ $253.79 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 145.03%
3.99%
$41.629M
459,840 shares@ $90.54 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Decreased -6.87%
3.59%
$37.53M
504,780 shares@ $74.35 avg price
EFG
Ishares Msci Eafe Growth Etf
Recent Activity
Increased 1.26%
3.51%
$36.669M
329,257 shares@ $111.38 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.45%
2.81%
$29.337M
102,019 shares@ $287.57 avg price

1-10 of 238