Octavia Wealth Advisors, LLC
RIA/Wealth
Octavia Wealth Advisors, LLC is a RIA/Wealth based in Cincinnati, OH led by Maxim Ian Meyers, reporting $1.8B in AUM as of Q3 2025 with 73% ETF concentration and 55% concentrated in top 10 holdings.
CEOMaxim Ian Meyers
- Portfolio Value
- $1.0B
- Positions
- 257
- Top Holding
- SPYV at 11.71%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Octavia Wealth Advisors, LLC's portfolio (54.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $117.6M | 11.71% | +$3.4M Bought | — 2.1M shares | |
ETF ETF | $109.4M | 10.89% | +$1.6M Bought | — 1.0M shares | |
ETF ETF | $72.5M | 7.22% | +$4.7M Bought | — 1.6M shares | |
ETF ETF | $49.6M | 4.94% | +$1.2M Bought | — 752.1K shares | |
Consumer Electronics Technology | $48.1M | 4.79% | +$1.4M Bought | 0.00% 188.7K shares | |
ETF ETF | $35.2M | 3.51% | +$1.4M Bought | — 519.3K shares | |
ETF ETF | $34.9M | 3.48% | +$1.6M Bought | — 306.6K shares | |
Semiconductors Technology | $28.8M | 2.87% | +$1.6M Bought | 0.00% 154.5K shares | |
Internet Content & Information Communication Services | $27.9M | 2.78% | +$1.6M Bought | 0.00% 114.7K shares | |
ETF ETF | $27.3M | 2.72% | +$1.7M Bought | — 618.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Octavia Wealth Advisors, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Octavia Wealth Advisors, LLC
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