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Principia Wealth Advisory

Latest statistics and disclosures from Principia Wealth Advisory's latest quarterly 13F-HR filing:

Top 5 stock holdings are QQQM, QQQ, EYPT, VEA, BKLC, and represent 35.37% of Principia Wealth Advisory's stock portfolio.
Added to shares of these 10 stocks: QQQM (+$15M), BKLC, SCHK, VEA, VCIT, PDBC, XLE, CTA, SCYB, SCHQ.
Started 86 new stock positions in MLI, BYD, LOPE, SNDK, SOLS, SJM, KNSL, MHK, VNO, FOUR.
Reduced shares in these 10 stocks: ADVM (-$9.4M), , SCHD, SPTM, SHY, EMXC, VEU, SLV, VBR, RMD.
Sold out of its positions in ACHC, ADVM, ALSN, AUR, CZR, CNM, DVA, DUOL, ESAB, FG.
Principia Wealth Advisory was a net buyer of stock by $22M.
Principia Wealth Advisory has $160M in assets under management (AUM), dropping by 10.26%.
Central Index Key (CIK): 0002041436

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Portfolio Holdings for Principia Wealth Advisory

Principia Wealth Advisory holds 1015 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Principia Wealth Advisory has 1015 total positions. Only the first 250 positions are shown.

Sign up to view all of the Principia Wealth Advisory Dec. 31, 2025 positions
Download the Principia Wealth Advisory December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Nasdaq 100 Etf Etf (QQQM)	10.1	$16M	+1615%	955k	16.93	View chart
Invesco Qqq Trust Series I Etf (QQQ)	7.5	$12M	+7%	20k	614.31	View chart
Eyepoint Stock (EYPT)	6.1	$9.7M		531k	18.27	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	6.0	$9.6M	+53%	154k	62.47	View chart
Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC)	5.7	$9.1M	+69%	70k	130.80	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	4.1	$6.6M	-13%	80k	82.50	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	3.7	$6.0M	+15%	111k	53.76	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	3.3	$5.4M	+73%	64k	83.75	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	3.3	$5.3M	-10%	72k	73.56	View chart
Ishares Gold Trust Etf (IAU)	2.8	$4.4M	+13%	55k	81.17	View chart
Schwab High Yield Bond Etf Etf (SCYB)	2.7	$4.4M	+40%	166k	26.42	View chart
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)	2.6	$4.2M	+15%	148k	28.06	View chart
Schwab 1000 Index Etf (SCHK)	2.2	$3.5M	NEW	108k	32.80	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	2.1	$3.4M	-16%	47k	72.68	View chart
San Juan Basin Rty Tr Unit Ben Int Stock (SJT)	1.9	$3.0M	-8%	531k	5.62	View chart
U.s. Global Go Gold And Precious Metal Miners Etf Etf (GOAU)	1.8	$2.9M		69k	42.56	View chart
Schwab Long-term U.s. Treasury Etf Etf (SCHQ)	1.8	$2.8M	+75%	89k	31.70	View chart
Ishares Silver Trust Etf (SLV)	1.7	$2.8M	-18%	43k	64.42	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	1.7	$2.7M	+56%	28k	96.28	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	1.5	$2.3M	+413%	177k	13.25	View chart
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)	1.4	$2.2M	-9%	20k	110.15	View chart
Simplify Managed Futures Strategy Etf Etf (CTA)	1.2	$1.9M	+255%	71k	27.26	View chart
Ishares Tips Bond Etf Etf (TIP)	1.1	$1.8M	+116%	17k	109.91	View chart
Energy Sector Etf (XLE)	1.0	$1.6M	+6632%	36k	44.76	View chart
Ishares Msci Global Metals & Mining Producers Etf Etf (PICK)	1.0	$1.6M	+107%	31k	51.34	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	1.0	$1.5M	+17%	31k	49.65	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.8	$1.2M	-48%	44k	27.43	View chart
Franklin Ftse Japan Etf Etf (FLJP)	0.7	$1.2M	+50%	35k	34.45	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.7	$1.1M	-23%	5.0k	211.78	View chart
Schwab Fundamental Int'l Large Cap Index Etf (FNDF)	0.6	$1.0M	-22%	22k	45.21	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.6	$910k	+100%	32k	28.48	View chart
Us Treasury 3 Month Bill Etf Etf (TBIL)	0.5	$834k	+40%	17k	49.88	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.5	$811k	+12%	10k	78.81	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.5	$783k	-15%	9.4k	83.61	View chart
Apple Stock (AAPL)	0.5	$768k		2.8k	271.90	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.5	$737k		13k	58.73	View chart
Microsoft Corp Stock (MSFT)	0.5	$726k	+19%	1.5k	483.62	View chart
Abrdn Physical Silver Shares Etf Etf (SIVR)	0.4	$715k	-7%	11k	67.64	View chart
Ishares Core U.s. Reit Etf Etf (USRT)	0.4	$673k	+89%	12k	56.96	View chart
Schwab Fundamental US Large Cap Index Etf (FNDX)	0.4	$667k	-21%	25k	27.21	View chart
Global X MLP ETF Etf (MLPA)	0.4	$624k	-21%	13k	48.41	View chart
State Street Doubleline Total Return Tactical Etf Etf (TOTL)	0.4	$599k	+59%	15k	40.25	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.4	$591k	-62%	7.1k	82.82	View chart
Doubleline Opportunistic Core Bond Etf Etf (DBND)	0.3	$507k	+5%	11k	46.36	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.3	$479k		5.6k	85.78	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.3	$466k	-2%	9.9k	46.92	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$465k		1.4k	335.27	View chart
Vanguard Core Plus Bond Etf Etf (VPLS)	0.3	$436k	+2%	5.6k	78.11	View chart
Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL)	0.3	$429k	+5%	9.7k	44.46	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.3	$404k	+102%	4.0k	99.89	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.3	$404k	+8%	2.8k	143.50	View chart
4d Molecular Therapeutics Stock (FDMT)	0.3	$403k	NEW	54k	7.50	View chart
Nvidia Corporation Stock (NVDA)	0.2	$365k	+54%	2.0k	186.50	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.2	$363k		2.4k	148.69	View chart
Thornburg Multi Sector Bond Etf Etf (TMB)	0.2	$345k		14k	25.58	View chart
Spdr Gold Shares Etf (GLD)	0.2	$329k	-2%	831.00	396.31	View chart
Franklin Income Focus Etf Income Focus Etf Etf (INCM)	0.2	$325k	+54%	12k	28.04	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.2	$319k	+47%	14k	23.37	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	0.2	$316k	-10%	7.7k	41.08	View chart
Pinnacle West Cap Corp Stock (PNW)	0.2	$312k		3.5k	88.71	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$308k	+5%	985.00	313.00	View chart
Kinder Morgan Inc Del Stock (KMI)	0.2	$303k	-47%	11k	27.49	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.2	$302k	+7%	6.1k	49.46	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$289k	+2%	897.00	322.22	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.2	$267k	-24%	2.9k	91.40	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.2	$266k	+53%	6.1k	43.64	View chart
American Beacon Glg Natural Resources Etf Etf (MGNR)	0.2	$263k		6.0k	44.10	View chart
Vanguard S&P 600 Etf (VIOO)	0.2	$251k	-3%	2.3k	110.97	View chart
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)	0.2	$244k	-20%	7.4k	33.02	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.1	$239k	+3%	350.00	681.92	View chart
Viking Therapeutics Stock (VKTX)	0.1	$228k		6.5k	35.18	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$204k	+7%	7.6k	26.91	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$200k	-50%	2.0k	99.92	View chart
Sprott Asset Management Lp Physical Silver Cef (PSLV)	0.1	$200k	-38%	8.4k	23.65	View chart
Amazon Stock (AMZN)	0.1	$189k	+10%	817.00	230.82	View chart
Gmo Us Quality Etf Etf (QLTY)	0.1	$178k	-8%	4.6k	38.46	View chart
Amcor Stock (AMCR)	0.1	$177k	-42%	21k	8.34	View chart
Vanguard Multi-sector Income Bond Etf Etf (VGMS)	0.1	$175k	-4%	3.4k	51.58	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$174k	+144%	264.00	660.09	View chart
Walmart Stock (WMT)	0.1	$168k	+2%	1.5k	111.41	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$161k	+2%	214.00	753.78	View chart
Verizon Communications Stock (VZ)	0.1	$155k	+190%	3.8k	40.73	View chart
Incyte Corp Stock (INCY)	0.1	$150k	-49%	1.5k	98.77	View chart
Cognizant Technology Solutions Cl A Stock (CTSH)	0.1	$148k		1.8k	83.00	View chart
Mckesson Corp Stock (MCK)	0.1	$144k	+155%	176.00	820.29	View chart
Essex Property Trust Reit (ESS)	0.1	$140k		535.00	261.44	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$139k	+4%	276.00	502.65	View chart
The Campbells Company Stock (CPB)	0.1	$139k	-8%	5.0k	27.87	View chart
Clorox Co Del Stock (CLX)	0.1	$134k	+177%	1.3k	100.86	View chart
Conagra Brands Stock (CAG)	0.1	$133k	+3%	7.7k	17.31	View chart
Medtronic Stock (MDT)	0.1	$132k		1.4k	96.07	View chart
Tesla Stock (TSLA)	0.1	$123k	+8%	273.00	449.72	View chart
Lam Research Corp Stock (LRCX)	0.1	$117k	+864%	685.00	171.18	View chart
Tortoise North American Pipeline Fund Etf (TPYP)	0.1	$115k		3.3k	35.30	View chart
Philip Morris Intl Stock (PM)	0.1	$110k	+129%	687.00	160.40	View chart
Amphenol Corp Cl A Stock (APH)	0.1	$109k	+766%	806.00	135.14	View chart
Nextera Energy Stock (NEE)	0.1	$106k		1.3k	80.28	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$105k	+4%	868.00	120.40	View chart
Arista Networks Stock (ANET)	0.1	$104k	+1526%	797.00	131.03	View chart
Amgen Stock (AMGN)	0.1	$103k	-45%	314.00	326.96	View chart
Kla Corp Stock (KLAC)	0.1	$102k	+2000%	84.00	1215.08	View chart
Uscf Summerhaven Dynamic Commodity Strategy No K-1 Fund Etf (SDCI)	0.1	$101k	+86%	4.6k	22.03	View chart
Hca Healthcare Stock (HCA)	0.1	$98k	+2900%	210.00	466.86	View chart
Cadence Design System Stock (CDNS)	0.1	$98k	+167%	313.00	312.58	View chart
Merck & Co Stock (MRK)	0.1	$98k	+4%	928.00	105.22	View chart
Virtus Reaves Utilities Etf Etf (UTES)	0.1	$97k	-3%	1.2k	78.97	View chart
Cencora Stock (COR)	0.1	$96k	+3462%	285.00	337.75	View chart
Fastenal Stock (FAST)	0.1	$96k	+185%	2.4k	40.13	View chart
Vanguard Short-term Tax Exempt Bond Etf Etf (VTES)	0.1	$96k		941.00	101.57	View chart
Idexx Labs Stock (IDXX)	0.1	$95k	+135%	141.00	676.53	View chart
Leidos Holdings Stock (LDOS)	0.1	$95k	+10420%	526.00	180.40	View chart
Monolithic Pwr Sys Stock (MPWR)	0.1	$92k	+3300%	102.00	906.36	View chart
Verisign Stock (VRSN)	0.1	$92k	+181%	380.00	242.95	View chart
Allegion Plc Ord Stock (ALLE)	0.1	$91k	+19033%	574.00	159.22	View chart
Broadcom Stock (AVGO)	0.1	$91k	+14%	264.00	346.17	View chart
Fidelity Ethereum Fund Etf Etf (FETH)	0.1	$91k	-34%	3.1k	29.61	View chart
Tractor Supply Stock (TSCO)	0.1	$88k	+153%	1.8k	50.01	View chart
Autozone Stock (AZO)	0.0	$78k	NEW	23.00	3391.52	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$74k	+11%	235.00	313.80	View chart
Mcdonalds Corp Stock (MCD)	0.0	$73k	+2%	240.00	305.63	View chart
Schwab Us Tips Etf Etf (SCHP)	0.0	$65k	+259%	2.4k	26.49	View chart
Ishares U.s. Etf Trust Ishares Gsci Commodity Dynamic Roll Strategy Etf Etf (COMT)	0.0	$60k	+509%	2.4k	24.89	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$52k		166.00	314.80	View chart
Trueshares Structured Outcome September Etf Etf (SEPZ)	0.0	$52k		1.2k	42.26	View chart
Dimensional Emerging Markets Value Etf Etf (DFEV)	0.0	$51k	+12%	1.5k	33.74	View chart
Fidelity Fundamental Large Cap Core Etf Etf (FFLC)	0.0	$50k	-9%	930.00	53.36	View chart
Johnson & Johnson Stock (JNJ)	0.0	$49k	+7%	236.00	206.95	View chart
Fortive Corp Stock (FTV)	0.0	$49k	-49%	879.00	55.21	View chart
Eli Lilly & Co Stock (LLY)	0.0	$47k	+12%	44.00	1074.68	View chart
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI)	0.0	$44k	+1254%	1.9k	22.97	View chart
Kinross Gold Corp Stock (KGC)	0.0	$42k		1.5k	28.16	View chart
Sprott Asset Management Lp Physical Gold An Cef (CEF)	0.0	$41k	-4%	900.00	45.80	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.0	$40k	+317%	518.00	76.23	View chart
State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.0	$39k	NEW	400.00	97.21	View chart
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)	0.0	$34k	-55%	747.00	45.85	View chart
Visa Inc Com Cl A Stock (V)	0.0	$34k	-49%	97.00	350.71	View chart
Biogen Stock (BIIB)	0.0	$33k		185.00	175.99	View chart
Lowes Cos Stock (LOW)	0.0	$32k		133.00	241.16	View chart
Fidelity Msci Energy Index Etf Etf (FENY)	0.0	$31k	+2960%	1.3k	24.77	View chart
Doubleline Opportunistic Cr Cef (DBL)	0.0	$31k		2.0k	15.25	View chart
Ovintiv Stock (OVV)	0.0	$29k	+2%	743.00	39.19	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$29k	-53%	51.00	570.88	View chart
Honeywell Intl Stock (HON)	0.0	$29k	+2%	147.00	195.09	View chart
Nike Inc Cl B Stock (NKE)	0.0	$26k		406.00	63.71	View chart
Northern Dynasty Minerals Stock (NAK)	0.0	$26k	-18%	13k	1.97	View chart
Range Nuclear Renaissance Index Etf Etf (NUKZ)	0.0	$25k	+41%	395.00	63.50	View chart
Abbvie Stock (ABBV)	0.0	$23k	+13%	100.00	228.49	View chart
Permian Basin Rty Tr Unit Ben Int Stock (PBT)	0.0	$23k		1.3k	16.96	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$22k	+17%	126.00	177.75	View chart
Advanced Micro Devices Stock (AMD)	0.0	$22k	+10%	101.00	214.16	View chart
Ge Aerospace Stock (GE)	0.0	$21k	+13%	69.00	308.03	View chart
Netflix Stock (NFLX)	0.0	$21k	+976%	226.00	93.76	View chart
Goldman Sachs Group Stock (GS)	0.0	$21k	+9%	24.00	879.00	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.0	$20k		19.00	1069.84	View chart
Micron Technology Stock (MU)	0.0	$20k	+15%	69.00	285.41	View chart
Wells Fargo & Co Stock (WFC)	0.0	$19k	+13%	208.00	93.20	View chart
Home Depot Stock (HD)	0.0	$19k	+14%	56.00	344.11	View chart
Bank America Corp Stock (BAC)	0.0	$19k	+25%	342.00	55.00	View chart
Costco Wholesale Corporation Stock (COST)	0.0	$18k	-63%	21.00	862.33	View chart
Cisco Sys Stock (CSCO)	0.0	$18k	-69%	234.00	77.03	View chart
Oracle Corp Stock (ORCL)	0.0	$18k	+13%	92.00	194.91	View chart
Unitedhealth Group Stock (UNH)	0.0	$17k	+10%	51.00	330.12	View chart
Rtx Corporation Stock (RTX)	0.0	$17k	+13%	91.00	183.40	View chart
Morgan Stanley Stock (MS)	0.0	$16k	+18%	91.00	177.53	View chart
Caterpillar Stock (CAT)	0.0	$16k	+12%	28.00	572.86	View chart
International Business Machs Stock (IBM)	0.0	$16k	+14%	54.00	296.20	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$16k	-27%	139.00	113.72	View chart
Novartis Adr (NVS)	0.0	$15k		110.00	137.87	View chart
Applied Matls Stock (AMAT)	0.0	$15k	+26%	58.00	256.98	View chart
Astrazeneca Plc Ord Adr (AZN)	0.0	$15k		162.00	91.93	View chart
Ge Vernova Stock (GEV)	0.0	$14k	+4%	22.00	653.59	View chart
Chevron Corporation Stock (CVX)	0.0	$14k	+5%	94.00	152.41	View chart
HSBC HLDGS Adr (HSBC)	0.0	$14k		181.00	78.67	View chart
Abbott Labs Stock (ABT)	0.0	$14k	-70%	110.00	125.29	View chart
Conocophillips Stock (COP)	0.0	$14k	-3%	145.00	93.61	View chart
Coca Cola Stock (KO)	0.0	$14k	+26%	193.00	69.91	View chart
Tjx Cos Stock (TJX)	0.0	$13k	+16%	85.00	153.61	View chart
Slb Limited Com Stk Stock (SLB)	0.0	$13k		328.00	38.38	View chart
Pepsico Stock (PEP)	0.0	$12k	+10%	85.00	143.52	View chart
Salesforce Stock (CRM)	0.0	$12k	+21%	46.00	264.91	View chart
Brandes International Etf Etf (BINV)	0.0	$12k	+33%	303.00	40.09	View chart
Halliburton Stock (HAL)	0.0	$12k		428.00	28.26	View chart
Intuitive Surgical Stock (ISRG)	0.0	$12k	+50%	21.00	566.38	View chart
State Street Spdr Bloomberg Emerging Markets Usd Bond Etf Etf (EMHC)	0.0	$12k	-45%	462.00	25.46	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$12k	+17%	20.00	579.45	View chart
Procter & Gamble Stock (PG)	0.0	$11k	-13%	78.00	143.31	View chart
Qualcomm Stock (QCOM)	0.0	$11k	+18%	64.00	171.05	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$11k	-3%	146.00	73.48	View chart
Intuit Stock (INTU)	0.0	$11k	+6%	16.00	662.44	View chart
Adobe Stock (ADBE)	0.0	$11k	+57%	30.00	350.00	View chart
Toyota Motor Corp Ads Adr (TM)	0.0	$11k		49.00	214.06	View chart
Citigroup Stock (C)	0.0	$10k	+17%	89.00	116.69	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.0	$10k		181.00	57.24	View chart
Sap Se Adr (SAP)	0.0	$10k	-20%	42.00	242.90	View chart
Phillips 66 Stock (PSX)	0.0	$10k		78.00	129.04	View chart
Pfizer Stock (PFE)	0.0	$10k	+16%	401.00	24.90	View chart
Uber Technologies Stock (UBER)	0.0	$10k	+8%	122.00	81.71	View chart
Banco Santander Sa Adr (SAN)	0.0	$9.9k		846.00	11.73	View chart
Mitsubishi Ufj Finl Group Adr (MUFG)	0.0	$9.8k		620.00	15.86	View chart
Parker-hannifin Corp Stock (PH)	0.0	$9.7k	+10%	11.00	879.00	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$9.7k	+16%	36.00	268.31	View chart
Boeing Stock (BA)	0.0	$9.6k	+12%	44.00	217.11	View chart
Bhp Group Adr (BHP)	0.0	$9.5k		157.00	60.37	View chart
At&t Stock (T)	0.0	$9.4k	+12%	380.00	24.84	View chart
S&p Global Stock (SPGI)	0.0	$9.4k	+28%	18.00	522.61	View chart
Disney Walt Stock (DIS)	0.0	$9.3k	+3%	82.00	113.77	View chart
Eaton Corp Stock (ETN)	0.0	$9.2k	+7%	29.00	318.52	View chart
Capital One Finl Corp Stock (COF)	0.0	$9.2k	+26%	38.00	242.37	View chart
Gilead Sciences Stock (GILD)	0.0	$9.2k	+13%	75.00	122.75	View chart
Smi 3fourteen Full-cycle Trend Etf Etf (FCTE)	0.0	$9.2k	NEW	368.00	24.90	View chart
Intel Corp Stock (INTC)	0.0	$9.0k	+15%	244.00	36.90	View chart
Sony Group Corp Adr (SONY)	0.0	$8.9k	+13%	349.00	25.60	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$8.9k	+26%	19.00	468.74	View chart
Servicenow Stock (NOW)	0.0	$8.9k	+480%	58.00	153.19	View chart
American Express Stock (AXP)	0.0	$8.9k	+14%	24.00	369.96	View chart
Applovin Corp Com Cl A Stock (APP)	0.0	$8.8k	+18%	13.00	673.85	View chart
Ubs Group Stock (UBS)	0.0	$8.6k	-3%	185.00	46.31	View chart
Newmont Corp Stock (NEM)	0.0	$8.5k	+18%	85.00	99.85	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$8.3k	+371%	66.00	125.88	View chart
Novo-nordisk A S Adr (NVO)	0.0	$8.2k	-2%	162.00	50.88	View chart
Sysco Corp Stock (SYY)	0.0	$8.2k		111.00	73.69	View chart
Ataibeckley Stock (ATAI)	0.0	$8.2k	NEW	2.0k	4.09	View chart
Texas Instrs Stock (TXN)	0.0	$7.8k	+28%	45.00	173.49	View chart
Constellation Energy Corp Stock (CEG)	0.0	$7.8k	+22%	22.00	353.27	View chart
Corteva Stock (CTVA)	0.0	$7.7k	+9%	115.00	67.03	View chart
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)	0.0	$7.6k	-72%	200.00	38.17	View chart
Boston Scientific Corp Stock (BSX)	0.0	$7.2k	-5%	76.00	95.36	View chart
Totalenergies Se Act Stock (TTE)	0.0	$7.2k	NEW	110.00	65.42	View chart
Chubb Stock (CB)	0.0	$7.2k	+15%	23.00	312.13	View chart
Banco Bilbao Vizcaya Argentari Adr (BBVA)	0.0	$7.1k	+6%	305.00	23.31	View chart
Progressive Corp Stock (PGR)	0.0	$7.1k	+19%	31.00	227.71	View chart
Prologis Reit (PLD)	0.0	$7.0k	+12%	55.00	127.65	View chart
Deere & Co Stock (DE)	0.0	$7.0k	+15%	15.00	465.60	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$6.8k	+29%	22.00	310.23	View chart
Union Pac Corp Stock (UNP)	0.0	$6.7k	+7%	29.00	231.31	View chart
Welltower Reit (WELL)	0.0	$6.7k	+12%	36.00	185.61	View chart
Sumitomo Mitsui Finl Group Adr (SMFG)	0.0	$6.6k		341.00	19.33	View chart
Howmet Aerospace Stock (HWM)	0.0	$6.6k	+33%	32.00	205.03	View chart
Blackstone Stock (BX)	0.0	$6.5k	+55%	42.00	154.14	View chart
Blackrock Stock (BLK)	0.0	$6.4k	+20%	6.00	1070.33	View chart
Linde Stock (LIN)	0.0	$6.4k	-31%	15.00	426.40	View chart
British Amern Tob Adr (BTI)	0.0	$6.3k	+4%	112.00	56.62	View chart
Doordash Inc Cl A Stock (DASH)	0.0	$6.1k	+8%	27.00	226.48	View chart
T-mobile Us Stock (TMUS)	0.0	$6.1k	+20%	30.00	203.03	View chart
Palo Alto Networks Stock (PANW)	0.0	$6.1k	-8%	33.00	184.21	View chart
Southern Stock (SO)	0.0	$6.0k		69.00	87.20	View chart
Danaher Corporation Stock (DHR)	0.0	$6.0k	+23%	26.00	228.92	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$5.9k	+85%	13.00	453.38	View chart
Trane Technologies Stock (TT)	0.0	$5.8k	+7%	15.00	389.20	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.0	$5.8k	+10%	51.00	113.10	View chart

Past Filings by Principia Wealth Advisory

SEC 13F filings are viewable for Principia Wealth Advisory going back to 2025

Principia Wealth Advisory 2025 Q3 filed Feb. 10, 2026
Principia Wealth Advisory 2025 Q4 filed Feb. 10, 2026
Principia Wealth Advisory 2025 Q2 filed Aug. 14, 2025
Principia Wealth Advisory 2024 Q4 filed April 11, 2025
Principia Wealth Advisory 2025 Q1 filed April 11, 2025

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