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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, BKLC, VEA, QQQ, EYPT, and represent 34.96% of Principia Wealth Advisory's stock portfolio.
Added to shares of these 10 stocks: QQQ (+$11M), PDBC, FLLA, SCHK, IBIT, CTA, DBMF, IAU, PFGC, Roper Industries Inc/de Cmn Stk cmn.
Started 52 new stock positions in Roper Industries Inc/de Cmn Stk cmn, ENLT, EXP, TIGO, UBSI, IDEV, RYTM, SIRI, FLEE, Octave Intelligence.
Reduced shares in these 10 stocks: SPTS (-$12M), VEA, VCIT, SCHQ, SCHD, VEU, FDMT, PICK, EMXC, FNDF.
Sold out of its positions in BDC, BFAM, BF.B, CTRA, CWST, Clearw.a.hld., QBTS, EPAM, FREL, FIG.
Principia Wealth Advisory was a net buyer of stock by $12M.
Principia Wealth Advisory has $201M in assets under management (AUM), dropping by 13.76%.
Central Index Key (CIK): 0002041436

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Portfolio Holdings for Principia Wealth Advisory

Principia Wealth Advisory holds 1065 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Principia Wealth Advisory has 1065 total positions. Only the first 250 positions are shown.

Sign up to view all of the Principia Wealth Advisory June 30, 2026 positions
Download the Principia Wealth Advisory June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Nasdaq 100 Etf Etf (QQQM)	12.0	$24M		971k	24.75	View chart
Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC)	7.3	$15M	+3%	103k	143.36	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	5.7	$12M	-18%	162k	71.24	View chart
Invesco Qqq Trust Series I Etf (QQQ)	5.3	$11M	+21698%	14k	736.06	View chart
Eyepoint Stock (EYPT)	4.6	$9.3M	+2%	650k	14.30	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	3.6	$7.3M		123k	59.67	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	3.5	$7.1M	+188%	445k	15.88	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	3.0	$6.1M	-20%	74k	82.66	View chart
Schwab High Yield Bond Etf Etf (SCYB)	2.9	$5.8M		223k	26.18	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	2.8	$5.5M	-2%	61k	90.79	View chart
Ishares Gold Trust Etf (IAU)	2.3	$4.7M	+28%	62k	75.51	View chart
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)	2.3	$4.6M	+33%	152k	30.61	View chart
Ocular Therapeutix Stock (OCUL)	2.2	$4.3M	+7%	441k	9.82	View chart
Schwab 1000 Index Etf (SCHK)	2.1	$4.2M	+1091%	116k	36.05	View chart
Franklin Ftse Latin America Etf Etf (FLLA)	2.0	$4.1M	NEW	154k	26.51	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	2.0	$4.0M	-20%	48k	83.75	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	1.9	$3.7M	-23%	118k	31.72	View chart
Simplify Managed Futures Strategy Etf Etf (CTA)	1.8	$3.6M	+47%	140k	25.94	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	1.7	$3.4M	+36%	64k	53.14	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	1.6	$3.2M	-11%	31k	102.27	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	1.5	$3.0M	+3%	31k	96.45	View chart
Ishares Msci Global Metals & Mining Producers Etf Etf (PICK)	1.4	$2.8M	-14%	48k	58.14	View chart
Schwab Long-term U.s. Treasury Etf Etf (SCHQ)	1.3	$2.6M	-37%	83k	31.32	View chart
Ishares Tips Bond Etf Etf (TIP)	1.2	$2.4M	+21%	22k	109.44	View chart
U.s. Global Go Gold And Precious Metal Miners Etf Etf (GOAU)	1.2	$2.4M	+6%	64k	37.19	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	1.1	$2.1M		59k	36.11	View chart
State Street Doubleline Total Return Tactical Etf Etf (TOTL)	1.0	$2.1M	+17%	53k	39.47	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	1.0	$2.0M	+388%	60k	33.31	View chart
Ishares Core U.s. Reit Etf Etf (USRT)	1.0	$2.0M	+8%	30k	66.48	View chart
Mp Materials Corp Com Cl A Stock (MP)	1.0	$2.0M	+15%	35k	55.97	View chart
Franklin Ftse Japan Etf Etf (FLJP)	1.0	$1.9M	+4%	49k	39.75	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.6	$1.2M	+5%	13k	88.53	View chart
F/m Us Treasury 3 Month Bill Fund Etf (TBIL)	0.6	$1.1M	+28%	23k	49.86	View chart
Ishares Silver Trust Etf (SLV)	0.5	$1.1M	-2%	20k	53.47	View chart
Usa Rare Earth Stock (USAR)	0.5	$1.1M	-8%	49k	21.56	View chart
Apple Stock (AAPL)	0.5	$971k	+12%	3.4k	289.40	View chart
Performance Food Group Stock (PFGC)	0.5	$940k	+64576%	8.4k	111.79	View chart
Roper Technologies Stock Put Option	0.5	$928k	NEW	8.3k	111.79	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.4	$870k	-2%	11k	77.91	View chart
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)	0.4	$843k	-11%	7.6k	110.35	View chart
Energy Fuels Stock (UUUU)	0.4	$789k	+20%	54k	14.50	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.3	$682k	-2%	12k	58.20	View chart
Microsoft Corp Stock (MSFT)	0.3	$626k	+19%	1.7k	373.02	View chart
Vanguard Morningstar Small-cap Value Etf Etf (VBR)	0.3	$591k	-11%	2.4k	243.04	View chart
Schwab Fundamental US Large Cap Index Etf (FNDX)	0.3	$569k	-2%	18k	31.10	View chart
Doubleline Opportunistic Core Bond Etf Etf (DBND)	0.3	$564k	+7%	12k	45.59	View chart
Abrdn Physical Silver Shares Etf Etf (SIVR)	0.3	$536k		9.5k	56.22	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.3	$521k	+7%	1.5k	357.37	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.3	$517k		9.6k	54.03	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.3	$504k	+4%	10k	50.23	View chart
Vanguard Core Plus Bond Etf Etf (VPLS)	0.2	$454k	+4%	5.8k	77.58	View chart
Nvidia Corporation Stock (NVDA)	0.2	$424k	-5%	2.1k	200.09	View chart
Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL)	0.2	$422k	+4%	8.5k	49.88	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.2	$422k		5.6k	75.46	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.2	$416k	-2%	2.6k	158.03	View chart
Pinnacle West Cap Corp Stock (PNW)	0.2	$384k		3.6k	107.01	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.2	$383k		2.3k	164.27	View chart
Franklin Income Focus Etf Income Focus Etf Etf (INCM)	0.2	$367k		13k	28.86	View chart
Kinder Morgan Inc Del Stock (KMI)	0.2	$360k		11k	31.97	View chart
Thornburg Multi Sector Bond Etf Etf (TMB)	0.2	$333k	-2%	13k	25.35	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.2	$331k		6.7k	49.28	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$321k	+6%	979.00	327.33	View chart
Spdr Gold Shares Etf (GLD)	0.2	$303k		822.00	368.38	View chart
Schwab Fundamental Int'l Large Cap Index Etf (FNDF)	0.1	$299k	-55%	5.7k	52.76	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	0.1	$299k	+5%	7.8k	38.23	View chart
American Beacon Glg Natural Resources Etf Etf (MGNR)	0.1	$288k	+33%	5.9k	48.55	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$273k	+9%	9.3k	29.43	View chart
Amazon Stock (AMZN)	0.1	$265k	+21%	1.1k	238.34	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.1	$262k		351.00	746.77	View chart
Viking Therapeutics Stock (VKTX)	0.1	$253k		6.5k	39.01	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.1	$241k		4.7k	51.05	View chart
Johnson & Johnson Stock (JNJ)	0.1	$207k	+208%	815.00	253.97	View chart
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)	0.1	$207k	+4%	6.8k	30.17	View chart
Eli Lilly & Co Stock (LLY)	0.1	$200k	+12%	167.00	1199.43	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.1	$193k	+1280%	2.3k	82.11	View chart
Charles Schwab Corp Stock (SCHW)	0.1	$186k	-3%	2.0k	92.27	View chart
Amcor Stock (AMCR)	0.1	$184k		4.3k	43.35	View chart
Walmart Stock (WMT)	0.1	$179k	+6%	1.6k	113.26	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$174k	+113%	309.00	563.29	View chart
Incyte Corp Stock (INCY)	0.1	$173k		1.5k	113.36	View chart
Verizon Communications Stock (VZ)	0.1	$172k	+3%	4.1k	42.34	View chart
Gmo Us Quality Etf Etf (QLTY)	0.1	$162k	-7%	3.9k	41.62	View chart
Broadcom Stock (AVGO)	0.1	$161k	+34%	425.00	377.80	View chart
Essex Property Trust Reit (ESS)	0.1	$159k		544.00	291.83	View chart
Uscf Summerhaven Dynamic Commodity Strategy No K-1 Fund Etf (SDCI)	0.1	$158k	+2%	6.0k	26.44	View chart
Applied Matls Stock (AMAT)	0.1	$156k	-41%	216.00	723.00	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$156k	+5%	312.00	500.39	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$145k	+27%	409.00	353.33	View chart
Lowes Cos Stock (LOW)	0.1	$142k	+15%	642.00	220.49	View chart
Mckesson Corp Stock (MCK)	0.1	$141k	+16%	187.00	755.60	View chart
Arista Networks Stock (ANET)	0.1	$141k		828.00	169.88	View chart
Tesla Stock (TSLA)	0.1	$134k	+6%	318.00	420.60	View chart
Exxonmobil Holdings Corp Stock	0.1	$133k	+5%	969.00	136.76	View chart
Merck & Co Stock (MRK)	0.1	$130k	+5%	1.0k	128.54	View chart
Clorox Co Del Stock (CLX)	0.1	$129k		1.4k	95.45	View chart
Hubbell Stock (HUBB)	0.1	$124k	+11750%	237.00	523.20	View chart
Ametek Stock (AME)	0.1	$123k	+3300%	510.00	241.94	View chart
Nextera Energy Stock (NEE)	0.1	$119k		1.4k	87.77	View chart
Amgen Stock (AMGN)	0.1	$119k	+2%	329.00	361.70	View chart
Nordson Corp Stock (NDSN)	0.1	$118k		391.00	301.69	View chart
Pepsico Stock (PEP)	0.1	$118k	+743%	869.00	135.40	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$116k	+1972%	228.00	509.46	View chart
Hca Healthcare Stock (HCA)	0.1	$116k	+41%	297.00	389.89	View chart
Lam Research Corp Stock (LRCX)	0.1	$116k	-56%	267.00	433.33	View chart
The Campbells Company Stock (CPB)	0.1	$115k	+2%	5.2k	22.27	View chart
Old Dominion Freight Line Stock (ODFL)	0.1	$114k	+2395%	524.00	216.60	View chart
Global X MLP ETF Etf (MLPA)	0.1	$113k	-45%	2.1k	53.08	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$112k		716.00	156.95	View chart
Texas Pacific Land Corporation Stock (TPL)	0.1	$112k	+1405%	256.00	437.64	View chart
Medtronic Stock (MDT)	0.1	$112k	+4%	1.4k	78.24	View chart
Conagra Brands Stock (CAG)	0.1	$107k		7.9k	13.46	View chart
Micron Technology Stock (MU)	0.0	$99k	+6%	86.00	1154.29	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.0	$97k	-36%	4.2k	23.13	View chart
Dimensional Emerging Markets Value Etf Etf (DFEV)	0.0	$91k	+13%	2.1k	42.67	View chart
Advanced Micro Devices Stock (AMD)	0.0	$85k	+23%	146.00	580.91	View chart
Tortoise North American Pipeline Etf Etf (TPYP)	0.0	$83k	-14%	2.0k	41.93	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.0	$77k	+48%	871.00	87.88	View chart
Sprott Asset Management Lp Physical Silver Cef (PSLV)	0.0	$76k	+13%	4.0k	18.87	View chart
Parker-hannifin Corp Stock (PH)	0.0	$75k	-30%	77.00	978.12	View chart
Mcdonalds Corp Stock (MCD)	0.0	$71k	+6%	263.00	270.31	View chart
Trane Technologies Stock (TT)	0.0	$70k	+741%	143.00	491.16	View chart
Cognizant Technology Solutions Cl A Stock (CTSH)	0.0	$70k		1.8k	38.73	View chart
Jabil Stock (JBL)	0.0	$68k	+1670%	177.00	385.48	View chart
Cardinal Health Stock (CAH)	0.0	$68k	-43%	284.00	237.56	View chart
Virtus Reaves Utilities Etf Etf (UTES)	0.0	$66k	-20%	811.00	81.74	View chart
Monolithic Pwr Sys Stock (MPWR)	0.0	$65k	-50%	47.00	1382.36	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	0.0	$61k	-65%	165.00	370.04	View chart
State Street Spdr Bloomberg Emerging Markets Usd Bond Etf Etf (EMHC)	0.0	$61k	+4%	2.4k	25.44	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.0	$60k	+15%	30.00	1989.43	View chart
Vanguard Morningstar Large-cap Etf Etf (VV)	0.0	$57k		166.00	343.91	View chart
Vanguard S&P 600 Etf (VIOO)	0.0	$57k	-45%	415.00	137.54	View chart
Dover Corp Stock (DOV)	0.0	$57k	+3050%	252.00	224.28	View chart
Mettler Toledo International Stock (MTD)	0.0	$55k	+2050%	43.00	1277.51	View chart
Fortive Corp Stock (FTV)	0.0	$54k		885.00	61.09	View chart
Schwab Us Tips Etf Etf (SCHP)	0.0	$52k	+7%	2.0k	26.50	View chart
Visa Inc Com Cl A Stock (V)	0.0	$49k	+44%	144.00	343.09	View chart
Intel Corp Stock (INTC)	0.0	$48k	+16%	340.00	139.63	View chart
Cisco Sys Stock (CSCO)	0.0	$47k	+43%	398.00	117.46	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$47k	-27%	310.00	150.13	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$45k	+58%	87.00	513.60	View chart
Biogen Stock (BIIB)	0.0	$41k		189.00	216.06	View chart
Caterpillar Stock (CAT)	0.0	$41k	+11%	38.00	1064.89	View chart
Abbvie Stock (ABBV)	0.0	$40k	+38%	157.00	251.64	View chart
Unitedhealth Group Stock (UNH)	0.0	$39k	+55%	93.00	415.63	View chart
Costco Wholesale Corporation Stock (COST)	0.0	$37k	+30%	39.00	935.46	View chart
Goldman Sachs Group Stock (GS)	0.0	$36k	+28%	36.00	1011.36	View chart
Ge Aerospace Stock (GE)	0.0	$36k	+23%	95.00	373.73	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$32k	+2%	73.00	431.47	View chart
Bank Of Amer Corp Stock (BAC)	0.0	$30k	+69%	530.00	56.98	View chart
Chevron Corporation Stock (CVX)	0.0	$30k	+49%	181.00	165.76	View chart
Home Depot Stock (HD)	0.0	$30k	+60%	85.00	352.68	View chart
Rtx Corporation Stock (RTX)	0.0	$30k	+49%	157.00	189.73	View chart
Ge Vernova Stock (GEV)	0.0	$29k	+8%	25.00	1174.88	View chart
Astrazeneca Plc Ord Adr (AZN)	0.0	$29k	+44%	153.00	189.62	View chart
Morgan Stanley Stock (MS)	0.0	$29k	+44%	137.00	209.04	View chart
Kinross Gold Corp Stock (KGC)	0.0	$28k		1.2k	23.62	View chart
Linde Stock (LIN)	0.0	$28k	+74%	54.00	518.94	View chart
Palo Alto Networks Stock (PANW)	0.0	$28k	+125%	81.00	341.02	View chart
Citigroup Stock (C)	0.0	$27k	+57%	194.00	139.96	View chart
Coca Cola Stock (KO)	0.0	$27k	+49%	331.00	81.27	View chart
Kla Corp Stock (KLAC)	0.0	$27k	+20%	89.00	301.71	View chart
Philip Morris Intl Stock (PM)	0.0	$26k	+27%	144.00	180.91	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$25k	-82%	144.00	176.32	View chart
HSBC HLDGS Adr (HSBC)	0.0	$25k	+8%	266.00	95.09	View chart
Procter & Gamble Stock (PG)	0.0	$25k	+29%	172.00	146.64	View chart
Northern Dynasty Minerals Stock (NAK)	0.0	$25k		13k	1.92	View chart
Netflix Stock (NFLX)	0.0	$24k	+16%	341.00	71.40	View chart
Texas Instrs Stock (TXN)	0.0	$24k	+39%	81.00	298.07	View chart
Novartis Adr (NVS)	0.0	$24k	+7%	154.00	156.72	View chart
Wells Fargo & Co Stock (WFC)	0.0	$24k	+25%	285.00	82.64	View chart
International Business Machs Stock (IBM)	0.0	$23k	+26%	82.00	281.21	View chart
Ishares Systematic Alternatives Active Etf Etf (IALT)	0.0	$23k	NEW	820.00	28.05	View chart
Sandisk Corp Stock (SNDK)	0.0	$23k	+11%	10.00	2273.70	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$21k	+47%	28.00	763.14	View chart
Eaton Corp Stock (ETN)	0.0	$21k	+19%	49.00	426.12	View chart
Conocophillips Stock (COP)	0.0	$21k	+25%	199.00	103.96	View chart
Analog Devices Stock (ADI)	0.0	$20k	+82%	51.00	397.18	View chart
Tjx Cos Stock (TJX)	0.0	$20k	+18%	129.00	151.50	View chart
Honeywell Intl Stock (HON)	0.0	$20k	-42%	87.00	223.90	View chart
Bhp Billiton Adr (BHP)	0.0	$19k	+11%	233.00	83.31	View chart
Honeywell Aerospace Stock (HONA)	0.0	$19k	NEW	87.00	221.08	View chart
Oracle Corp Stock (ORCL)	0.0	$19k	+16%	129.00	146.55	View chart
Range Nuclear Renaissance Index Etf Etf (NUKZ)	0.0	$19k	-6%	275.00	68.16	View chart
Corning Stock (GLW)	0.0	$19k	+10%	73.00	255.42	View chart
Mitsubishi Ufj Financial Group Adr (MUFG)	0.0	$18k	+8%	914.00	19.89	View chart
Marvell Technology Stock (MRVL)	0.0	$18k	+29%	61.00	297.89	View chart
Nike Inc Cl B Stock (NKE)	0.0	$18k	+12%	435.00	41.05	View chart
Abbott Laboratories Stock (ABT)	0.0	$17k	+115%	192.00	90.74	View chart
Chubb Stock (CB)	0.0	$17k	+63%	49.00	340.73	View chart
Slb Limited Com Stk Stock (SLB)	0.0	$17k	+6%	359.00	46.49	View chart
Disney Walt Stock (DIS)	0.0	$16k	+71%	170.00	96.31	View chart
Qualcomm Stock (QCOM)	0.0	$16k	+44%	88.00	184.80	View chart
Banco Santander Sa Adr (SAN)	0.0	$16k	+10%	1.2k	13.80	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$16k	+6%	205.00	77.54	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$16k	-33%	136.00	116.67	View chart
Bank Of Ny Mellon Corp Stock (BNY)	0.0	$16k	+118%	107.00	144.61	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$15k	+33%	16.00	965.00	View chart
Western Digital Corp Stock (WDC)	0.0	$15k	+9%	24.00	638.71	View chart
Union Pac Corp Stock (UNP)	0.0	$15k	+43%	56.00	272.00	View chart
Phillips 66 Stock (PSX)	0.0	$15k	+4%	88.00	169.05	View chart
Progressive Corp Stock (PGR)	0.0	$15k	+106%	68.00	218.46	View chart
Halliburton Stock (HAL)	0.0	$15k		436.00	33.95	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$15k	-95%	143.00	103.22	View chart
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)	0.0	$15k	-55%	438.00	33.46	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$14k	+81%	29.00	496.72	View chart
Gilead Sciences Stock (GILD)	0.0	$14k	+25%	114.00	126.34	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$14k	+7%	28.00	501.36	View chart
Flex Ltd Ord Stock (FLEX)	0.0	$14k	+10%	85.00	162.07	View chart
Southern Stock (SO)	0.0	$14k	+54%	142.00	95.71	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$13k	-94%	134.00	98.98	View chart
American Express Stock (AXP)	0.0	$13k	+85%	39.00	338.26	View chart
Corteva Stock (CTVA)	0.0	$13k	+28%	154.00	84.69	View chart
Ubs Group Stock (UBS)	0.0	$13k	+14%	263.00	49.56	View chart
Snowflake Stock (SNOW)	0.0	$13k	+131%	51.00	254.51	View chart
Welltower Reit (WELL)	0.0	$13k	+26%	57.00	226.96	View chart
Brandes International Etf Etf (BINV)	0.0	$13k		307.00	41.96	View chart
Altria Group Stock (MO)	0.0	$13k	+79%	176.00	71.95	View chart
Quanta Svcs Stock (PWR)	0.0	$12k	+6%	17.00	720.06	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$12k	+32%	33.00	370.58	View chart
Automatic Data Processing Stock (ADP)	0.0	$12k	+440%	54.00	223.94	View chart
Deere & Co Stock (DE)	0.0	$12k	+11%	19.00	634.32	View chart
Sumitomo Mitsui Fin Grp Adr (SMFG)	0.0	$12k	+7%	511.00	23.58	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$12k	NEW	25.00	477.56	View chart
Novo-nordisk A S Adr (NVO)	0.0	$12k	+43%	249.00	47.94	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$12k	+61%	207.00	57.62	View chart
Sap Se Adr (SAP)	0.0	$12k	+26%	76.00	154.11	View chart
Totalenergies Se Act Stock (TTE)	0.0	$12k	+4%	150.00	77.76	View chart
State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.0	$12k	+116%	121.00	96.37	View chart
Prologis Reit (PLD)	0.0	$12k	+22%	86.00	135.47	View chart
Salesforce Stock (CRM)	0.0	$12k	+17%	74.00	156.66	View chart
Howmet Aerospace Stock (HWM)	0.0	$12k	+7%	43.00	268.86	View chart
Monster Beverage Corp Stock (MNST)	0.0	$12k	-91%	120.00	96.12	View chart
Servicenow Stock (NOW)	0.0	$12k	+23%	116.00	99.28	View chart
Boeing Stock (BA)	0.0	$12k	+3%	53.00	216.47	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$11k	-40%	83.00	136.67	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$11k	+64%	46.00	246.22	View chart
Toyota Motor Corp Ads Adr (TM)	0.0	$11k		67.00	168.42	View chart
Pfizer Stock (PFE)	0.0	$11k		468.00	24.08	View chart
Fortinet Stock (FTNT)	0.0	$11k	+22%	72.00	153.62	View chart
Banco Bilbao Vizcaya Argentari Adr (BBVA)	0.0	$11k	+11%	434.00	25.06	View chart
State Street Spdr S&p Metals & Mining Etf Etf (XME)	0.0	$11k	NEW	101.00	106.93	View chart
Smi 3fourteen Full-cycle Trend Etf Etf (FCTE)	0.0	$11k		368.00	29.21	View chart
Capital One Finl Corp Stock (COF)	0.0	$11k	+35%	53.00	200.62	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$11k	+74%	432.00	24.55	View chart
Blackrock Stock (BLK)	0.0	$11k	+83%	11.00	961.55	View chart
Ataibeckley Stock (ATAI)	0.0	$11k		2.0k	5.27	View chart
Cvs Health Corp Stock (CVS)	0.0	$10k	+38%	101.00	103.45	View chart
Ebay Stock (EBAY)	0.0	$10k	+32%	93.00	111.75	View chart
At&t Stock (T)	0.0	$10k	+10%	498.00	20.70	View chart
Csx Corp Stock (CSX)	0.0	$10k	+62%	216.00	47.53	View chart

Past Filings by Principia Wealth Advisory

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

Principia Wealth Advisory 2026 Q1 filed Aug. 26, 2026
Principia Wealth Advisory 2026 Q2 filed Aug. 26, 2026
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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