Stock Taper

OCTAVIA WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Berkshire Hathaway Inc.BRK-A2$1.5M
ASML Holding N.V.ASML141$280.51K
MercadoLibre, Inc.MELI146$247.82K
Dell Technologies Inc.DELL494$213.14K
Caterpillar Inc.CAT495$527.51K
Northrop Grumman CorporationNOC547$278.59K
Lockheed Martin CorporationLMT635$323.57K
Mastercard IncorporatedMA638$327.68K
American Express CompanyAXP643$217.55K
Lam Research CorporationLRCX726$314.79K
McDonald's CorporationMCD740$200.03K
Eli Lilly and CompanyLLY772$926.11K
The Goldman Sachs Group, Inc.GS779$787.93K
Stryker CorporationSYK827$261.1K
GE Vernova Inc.GEV912$1.07M
Danaher CorporationDHR1.07K$203.86K
Marriott International, Inc.MAR1.07K$396.79K
The Boeing CompanyBA1.11K$241.15K
KLA CorporationKLAC1.17K$352.7K
Amphenol CorporationAPH1.19K$210.82K