StockDriftsStockDriftsTop 50 Octavia Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | 14.73% | 2.72M | $154.0M | +18.92%(+433.12K) | $50.90(+18.22%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 13% | 1.39M | $136.0M | +25.76%(+284.43K) | $78.39(+51.59%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 8.4% | 1.92M | $87.9M | +10.23%(+178.02K) | $45.84(-0.71%) | 2026-03-31 | |
| AGG | ISHARES TR | 5.83% | 613.8K | $60.9M | +112.41%(+324.82K) | $99.17(-0.50%) | 2026-03-31 | |
| IEMG | ISHARES INC | 5.07% | 760.7K | $53.1M | -2.07%(-16.08K) | $53.57(+53.18%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.13% | 170.2K | $43.2M | -5.50%(-9.90K) | $132.84(+124.98%) | 2026-03-31 | |
| IEFA | ISHARES TR | 3.98% | 459.8K | $41.6M | +145.03%(+272.17K) | $83.37(+16.52%) | 2026-03-31 | |
| EFV | ISHARES TR | 3.59% | 504.8K | $37.5M | -6.88%(-37.27K) | $55.59(+41.29%) | 2026-03-31 | |
| EFG | ISHARES TR | 3.51% | 329.3K | $36.7M | +1.26%(+4.09K) | $98.95(+22.68%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.81% | 102.0K | $29.3M | -2.45%(-2.57K) | $97.62(+312.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.59% | +38.95% |
| Top 20 Holdings Unweighted | +12.34% | +41.79% |
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