Principia Wealth Advisory, LLC - Portfolio Stock Holdings
Principia Wealth Advisory, LLC disclosed 1091 stock positions in a recent SEC 13F filing. $469,462,018 of stock holdings were filed, with the largest holdings including QQQM, BKLC, and VEA. This filing represented positions held on Sept. 30, 2026, and was filed today.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:
Sept. 30, 2026No. of Stocks:
1091Est. Stock Holding Value:
$469,462,018Top Stock Holdings By Sector
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Portfolio Stock Holdings - Principia Wealth Advisory, LLC
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Portfolio Options Holdings - Principia Wealth Advisory, LLC
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