Principia Wealth Advisory, LLC - Portfolio Stock Holdings
Principia Wealth Advisory, LLC disclosed 1045 stock positions in a recent SEC 13F filing. $385,012,949 of stock holdings were filed, with the largest holdings including QQQM, QQQ, and EYPT. This filing represented positions held on Dec. 31, 2025, and was filed on Feb. 10, 2026.We estimate the fund has a total AUM of $225,000,000 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Dec. 31, 2025No. of Stocks:
1045Est. Stock Holding Value:
$385,012,949Top Stock Holdings By Sector
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Portfolio Stock Holdings - Principia Wealth Advisory, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (USD)
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% Change
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