Principia Wealth Advisory, LLC - Portfolio Stock Holdings
Principia Wealth Advisory, LLC disclosed 1095 stock positions in a recent SEC 13F filing. $460,180,778 of stock holdings were filed, with the largest holdings including QQQM, VEA, and QQQ. This filing represented positions held on June 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:
June 30, 2026No. of Stocks:
1095Est. Stock Holding Value:
$460,180,778Top 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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