CIK 2041436
Principia Wealth Advisory, LLC
Institutional 13F holdings & portfolio
Holdings
1,015
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,015
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| QQQM | INVESCO NASDAQ 100 ETF | 955K | $1M+ | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 20K | $1M+ | SH |
| EYPT | EYEPOINT INC COM NEW | 531K | $1M+ | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 154K | $1M+ | SH |
| BKLC | BNY MELLON US LARGE CAP CORE EQUITY ETF | 69K | $1M+ | SH |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 79K | $1M+ | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 111K | $1M+ | SH |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 64K | $1M+ | SH |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 72K | $1M+ | SH |
| IAU | ISHARES GOLD TRUST | 55K | $1M+ | SH |
| SCYB | SCHWAB HIGH YIELD BOND ETF | 166K | $1M+ | SH |
| DBMF | IMGP DBI MANAGED FUTURES STRATEGY ETF | 148K | $1M+ | SH |
| SCHK | Schwab 1000 Index | 108K | $1M+ | SH |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 47K | $1M+ | SH |
| SJT | SAN JUAN BASIN RTY TR UNIT BEN INT | 531K | $1M+ | SH |
| GOAU | U.S. GLOBAL GO GOLD AND PRECIOUS METAL MINERS ETF | 69K | $1M+ | SH |
| SCHQ | SCHWAB LONG-TERM U.S. TREASURY ETF | 89K | $1M+ | SH |
| SLV | ISHARES SILVER TRUST | 43K | $1M+ | SH |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 28K | $1M+ | SH |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | 177K | $1M+ | SH |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | 20K | $1M+ | SH |
| CTA | SIMPLIFY MANAGED FUTURES STRATEGY ETF | 71K | $1M+ | SH |
| TIP | ISHARES TIPS BOND ETF | 17K | $1M+ | SH |
| XLE | Energy Sector | 36K | $1M+ | SH |
| PICK | ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF | 31K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 31K | $1M+ | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 44K | $1M+ | SH |
| FLJP | FRANKLIN FTSE JAPAN ETF | 35K | $1M+ | SH |
| VBR | VANGUARD SMALL CAP VALUE ETF | 5K | $1M+ | SH |
| FNDF | Schwab Fundamental Int'l Large Cap Index | 22K | $1M+ | SH |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | 32K | $500K+ | SH |
| TBIL | US TREASURY 3 MONTH BILL ETF | 17K | $500K+ | SH |
| BSV | VANGUARD SHORT-TERM BOND ETF | 10K | $500K+ | SH |
| VGK | VANGUARD FTSE EUROPE ETF | 9K | $500K+ | SH |
| AAPL | APPLE INC COM | 3K | $500K+ | SH |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | 13K | $500K+ | SH |
| MSFT | MICROSOFT CORP COM | 2K | $500K+ | SH |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | 11K | $500K+ | SH |
| USRT | ISHARES CORE U.S. REIT ETF | 12K | $500K+ | SH |
| FNDX | Schwab Fundamental US Large Cap Index | 25K | $500K+ | SH |
| MLPA | Global X MLP ETF | 13K | $500K+ | SH |
| TOTL | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | 15K | $500K+ | SH |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 7K | $500K+ | SH |
| DBND | DOUBLELINE OPPORTUNISTIC CORE BOND ETF | 11K | $500K+ | SH |
| GDX | VANECK GOLD MINERS ETF | 6K | $100K–$500K | SH |
| PRF | INVESCO RAFI US 1000 ETF | 10K | $100K–$500K | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 1K | $100K–$500K | SH |
| VPLS | VANGUARD CORE PLUS BOND ETF | 6K | $100K–$500K | SH |
| INFL | HORIZON KINETICS INFLATION BENEFICIARIES ETF | 10K | $100K–$500K | SH |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 4K | $100K–$500K | SH |