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 101–150 of 1,015
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| KLAC | KLA CORP COM NEW | 84 | $100K–$500K | SH |
| SDCI | USCF SUMMERHAVEN DYNAMIC COMMODITY STRATEGY NO K-1 FUND | 5K | $100K–$500K | SH |
| HCA | HCA HEALTHCARE INC COM | 210 | $50K–$100K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC COM | 313 | $50K–$100K | SH |
| MRK | MERCK & CO INC COM | 928 | $50K–$100K | SH |
| UTES | VIRTUS REAVES UTILITIES ETF | 1K | $50K–$100K | SH |
| COR | CENCORA INC COM | 285 | $50K–$100K | SH |
| FAST | FASTENAL CO COM | 2K | $50K–$100K | SH |
| VTES | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | 941 | $50K–$100K | SH |
| IDXX | IDEXX LABS INC COM | 141 | $50K–$100K | SH |
| LDOS | LEIDOS HOLDINGS INC COM | 526 | $50K–$100K | SH |
| MPWR | MONOLITHIC PWR SYS INC COM | 102 | $50K–$100K | SH |
| VRSN | VERISIGN INC COM | 380 | $50K–$100K | SH |
| ALLE | ALLEGION PLC ORD SHS | 574 | $50K–$100K | SH |
| AVGO | BROADCOM INC COM | 264 | $50K–$100K | SH |
| FETH | FIDELITY ETHEREUM FUND ETF | 3K | $50K–$100K | SH |
| TSCO | TRACTOR SUPPLY CO COM | 2K | $50K–$100K | SH |
| AZO | AUTOZONE INC COM | 23 | $50K–$100K | SH |
| GOOG | ALPHABET INC CAP STK CL C | 235 | $50K–$100K | SH |
| MCD | MCDONALDS CORP COM | 240 | $50K–$100K | SH |
| SCHP | SCHWAB US TIPS ETF | 2K | $50K–$100K | SH |
| COMT | ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF | 2K | $50K–$100K | SH |
| VV | VANGUARD LARGE-CAP ETF | 166 | $50K–$100K | SH |
| SEPZ | TRUESHARES STRUCTURED OUTCOME SEPTEMBER ETF | 1K | $50K–$100K | SH |
| DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | 2K | $50K–$100K | SH |
| FFLC | FIDELITY FUNDAMENTAL LARGE CAP CORE ETF | 930 | $15K–$50K | SH |
| JNJ | JOHNSON & JOHNSON COM | 236 | $15K–$50K | SH |
| FTV | FORTIVE CORP COM | 879 | $15K–$50K | SH |
| LLY | ELI LILLY & CO COM | 44 | $15K–$50K | SH |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | 2K | $15K–$50K | SH |
| KGC | KINROSS GOLD CORP COM | 2K | $15K–$50K | SH |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | 900 | $15K–$50K | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | 518 | $15K–$50K | SH |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | 400 | $15K–$50K | SH |
| GUNR | FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | 747 | $15K–$50K | SH |
| V | VISA INC COM CL A | 97 | $15K–$50K | SH |
| BIIB | BIOGEN INC COM | 185 | $15K–$50K | SH |
| LOW | LOWES COS INC COM | 133 | $15K–$50K | SH |
| FENY | FIDELITY MSCI ENERGY INDEX ETF | 1K | $15K–$50K | SH |
| DBL | DOUBLELINE OPPORTUNISTIC CR FD COM | 2K | $15K–$50K | SH |
| OVV | OVINTIV INC COM | 743 | $15K–$50K | SH |
| MA | MASTERCARD INCORPORATED CL A | 51 | $15K–$50K | SH |
| HON | HONEYWELL INTL INC COM | 147 | $15K–$50K | SH |
| NKE | NIKE INC CL B | 406 | $15K–$50K | SH |
| NAK | NORTHERN DYNASTY MINERALS LTD COM NEW | 13K | $15K–$50K | SH |
| NUKZ | RANGE NUCLEAR RENAISSANCE INDEX ETF | 395 | $15K–$50K | SH |
| ABBV | ABBVIE INC COM | 100 | $15K–$50K | SH |
| PBT | PERMIAN BASIN RTY TR UNIT BEN INT | 1K | $15K–$50K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 126 | $15K–$50K | SH |
| AMD | ADVANCED MICRO DEVICES INC COM | 101 | $15K–$50K | SH |