Principia Wealth Advisory
$200M 13F equity value
1,145 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Principia Wealth Advisory covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| QQQM | INVESCO NASDAQ 100 ETF | 970,826 | $24M | 12.0% |
| BKLC | BNY MELLON US LARGE CAP CORE EQUITY ETF | 102,922 | $15M | 7.4% |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 162,058 | $12M | 5.8% |
| QQQ | INVESCO QQQ TRUST SERIES I | 14,387 | $11M | 5.3% |
| EYPT | EYEPOINT INC COM NEW | 649,944 | $9M | 4.6% |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 122,484 | $7M | 3.7% |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | 444,974 | $7M | 3.5% |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 73,506 | $6M | 3.0% |
| SCYB | SCHWAB HIGH YIELD BOND ETF | 222,455 | $6M | 2.9% |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 61,110 | $6M | 2.8% |
Track Principia Wealth Advisory's 13F portfolio: $200M in reported holdings, 1,145 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}