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 151–200 of 1,015
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GE | GE AEROSPACE COM NEW | 69 | $15K–$50K | SH |
| NFLX | NETFLIX INC. COM | 226 | $15K–$50K | SH |
| GS | GOLDMAN SACHS GROUP INC COM | 24 | $15K–$50K | SH |
| ASML | ASML HLDG NV N Y REGISTRY SHS | 19 | $15K–$50K | SH |
| MU | MICRON TECHNOLOGY INC COM | 69 | $15K–$50K | SH |
| WFC | WELLS FARGO & CO COM | 208 | $15K–$50K | SH |
| HD | HOME DEPOT INC COM | 56 | $15K–$50K | SH |
| BAC | BANK AMERICA CORP COM | 342 | $15K–$50K | SH |
| COST | COSTCO WHOLESALE CORPORATION COM | 21 | $15K–$50K | SH |
| CSCO | CISCO SYS INC COM | 234 | $15K–$50K | SH |
| ORCL | ORACLE CORP COM | 92 | $15K–$50K | SH |
| UNH | UNITEDHEALTH GROUP INC COM | 51 | $15K–$50K | SH |
| RTX | RTX CORPORATION COM | 91 | $15K–$50K | SH |
| MS | MORGAN STANLEY COM NEW | 91 | $15K–$50K | SH |
| CAT | CATERPILLAR INC COM | 28 | $15K–$50K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 54 | $15K–$50K | SH |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | 139 | $15K–$50K | SH |
| NVS | NOVARTIS AG SPONSORED ADR | 110 | $15K–$50K | SH |
| AMAT | APPLIED MATLS INC COM | 58 | $1K–$15K | SH |
| — | ASTRAZENECA PLC ORD | 162 | $1K–$15K | SH |
| GEV | GE VERNOVA INC COM | 22 | $1K–$15K | SH |
| CVX | CHEVRON CORPORATION COM | 94 | $1K–$15K | SH |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | 181 | $1K–$15K | SH |
| ABT | ABBOTT LABS COM | 110 | $1K–$15K | SH |
| COP | CONOCOPHILLIPS COM | 145 | $1K–$15K | SH |
| KO | COCA COLA CO COM | 193 | $1K–$15K | SH |
| TJX | TJX COS INC NEW COM | 85 | $1K–$15K | SH |
| SLB | SLB LIMITED COM STK | 328 | $1K–$15K | SH |
| PEP | PEPSICO INC COM | 85 | $1K–$15K | SH |
| CRM | SALESFORCE INC COM | 46 | $1K–$15K | SH |
| BINV | BRANDES INTERNATIONAL ETF | 303 | $1K–$15K | SH |
| HAL | HALLIBURTON CO COM | 428 | $1K–$15K | SH |
| ISRG | INTUITIVE SURGICAL INC COM NEW | 21 | $1K–$15K | SH |
| EMHC | STATE STREET SPDR BLOOMBERG EMERGING MARKETS USD BOND ETF | 462 | $1K–$15K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 20 | $1K–$15K | SH |
| PG | PROCTER & GAMBLE CO COM | 78 | $1K–$15K | SH |
| QCOM | QUALCOMM INC COM | 64 | $1K–$15K | SH |
| SHEL | SHELL PLC SPON ADS | 146 | $1K–$15K | SH |
| INTU | INTUIT COM | 16 | $1K–$15K | SH |
| ADBE | ADOBE INC COM | 30 | $1K–$15K | SH |
| TM | TOYOTA MOTOR CORP ADS | 49 | $1K–$15K | SH |
| C | CITIGROUP INC COM NEW | 89 | $1K–$15K | SH |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 181 | $1K–$15K | SH |
| SAP | SAP SE SPON ADR | 42 | $1K–$15K | SH |
| PSX | PHILLIPS 66 COM | 78 | $1K–$15K | SH |
| PFE | PFIZER INC COM | 401 | $1K–$15K | SH |
| UBER | UBER TECHNOLOGIES INC COM | 122 | $1K–$15K | SH |
| SAN | BANCO SANTANDER SA ADR | 846 | $1K–$15K | SH |
| MUFG | MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS | 620 | $1K–$15K | SH |
| PH | PARKER-HANNIFIN CORP COM | 11 | $1K–$15K | SH |