Long-term investor

Octavia Wealth Advisors, LLC @octaviawealthadvisorsllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001841259).

Record

  • Tracked since 2025-06-30 (431 days), 29 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.8% · 6 months +9.8% · 1 year +17.8% · all +17.8%
  • Max drawdown -2.0% · Sharpe 1.10 · win rate 33% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78464A508 · 14.8% · long · since 2025-06-30
  • 78464A409 · 14.4% · long · since 2025-06-30
  • 316188309 · 8.1% · long · since 2025-06-30
  • 464287226 · 5.7% · long · since 2025-06-30
  • 46434G103 · 5.6% · long · since 2025-06-30
  • 46432F842 · 4.1% · long · since 2025-06-30
  • AAPL · 4.0% · long · since 2025-06-30
  • 464288885 · 3.7% · long · since 2025-06-30
  • 464288877 · 3.5% · long · since 2025-06-30
  • GOOGL · 3.0% · long · since 2025-06-30
  • NVDA · 2.3% · long · since 2025-06-30
  • 78464A847 · 2.2% · long · since 2025-06-30

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