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 51–100 of 1,015
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 3K | $100K–$500K | SH |
| FDMT | 4D MOLECULAR THERAPEUTICS INC COM | 54K | $100K–$500K | SH |
| NVDA | NVIDIA CORPORATION COM | 2K | $100K–$500K | SH |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 2K | $100K–$500K | SH |
| TMB | THORNBURG MULTI SECTOR BOND ETF | 13K | $100K–$500K | SH |
| GLD | SPDR GOLD SHARES | 831 | $100K–$500K | SH |
| INCM | FRANKLIN INCOME FOCUS ETF INCOME FOCUS ETF | 12K | $100K–$500K | SH |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | 14K | $100K–$500K | SH |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | 8K | $100K–$500K | SH |
| PNW | PINNACLE WEST CAP CORP COM | 4K | $100K–$500K | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 985 | $100K–$500K | SH |
| KMI | KINDER MORGAN INC DEL COM | 11K | $100K–$500K | SH |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 6K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO COM | 897 | $100K–$500K | SH |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | 3K | $100K–$500K | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 6K | $100K–$500K | SH |
| MGNR | AMERICAN BEACON GLG NATURAL RESOURCES ETF | 6K | $100K–$500K | SH |
| VIOO | Vanguard S&P 600 | 2K | $100K–$500K | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | 7K | $100K–$500K | SH |
| SPY | STATE STREET SPDR S&P 500 ETF | 350 | $100K–$500K | SH |
| VKTX | VIKING THERAPEUTICS INC COM | 6K | $100K–$500K | SH |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 8K | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP COM | 2K | $100K–$500K | SH |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | 8K | $100K–$500K | SH |
| AMZN | AMAZON COM INC COM | 817 | $100K–$500K | SH |
| QLTY | GMO US QUALITY ETF | 5K | $100K–$500K | SH |
| — | AMCOR PLC COM NEW | 21K | $100K–$500K | SH |
| VGMS | VANGUARD MULTI-SECTOR INCOME BOND ETF | 3K | $100K–$500K | SH |
| META | META PLATFORMS INC CL A | 264 | $100K–$500K | SH |
| WMT | WALMART INC COM | 2K | $100K–$500K | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 214 | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC COM | 4K | $100K–$500K | SH |
| INCY | INCYTE CORP COM | 2K | $100K–$500K | SH |
| CTSH | Cognizant Technology Solutions Cl A | 2K | $100K–$500K | SH |
| MCK | MCKESSON CORP COM | 176 | $100K–$500K | SH |
| ESS | Essex Property Trust, Inc. | 535 | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 276 | $100K–$500K | SH |
| CPB | THE CAMPBELLS COMPANY COM | 5K | $100K–$500K | SH |
| CLX | CLOROX CO DEL COM | 1K | $100K–$500K | SH |
| CAG | CONAGRA BRANDS INC COM | 8K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC SHS | 1K | $100K–$500K | SH |
| TSLA | TESLA INC COM | 273 | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP COM NEW | 685 | $100K–$500K | SH |
| TPYP | TORTOISE NORTH AMERICAN PIPELINE FUND | 3K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC COM | 687 | $100K–$500K | SH |
| APH | AMPHENOL CORP CL A | 806 | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC COM | 1K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP COM | 868 | $100K–$500K | SH |
| ANET | ARISTA NETWORKS INC COM SHS | 797 | $100K–$500K | SH |
| AMGN | AMGEN INC COM | 314 | $100K–$500K | SH |