Principia Wealth Advisory, LLC

DOSSIER · 13F-HR · Q4 2025

Principia Wealth Advisory, LLC

$160M in tracked AUM across 1,015 positions as of Q4 2025.

PW

CIK 0002041436 · last filed Dec 31, 2025

Total AUM

$160M

as of Q4 2025

Holdings

1,015

—

positions

Whale Score

43

43

tracked

Activity

—

no data

changes this Q

AI Analysis · Q4 2025

Principia Wealth Advisory, LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight

01

QQQM

INVESCO NASDAQ 100 ETF

$16M955K10.1%02

04609E107

INVESCO QQQ TRUST SERIES I

$12M20K7.5%03

EYPT

EYEPOINT INC COM NEW

$10M531K6.1%04

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

$10M154K6.0%05

BKLC

BNY MELLON US LARGE CAP CORE EQUITY ETF

$9M69K5.7%06

SPTM

STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF

$7M79K4.1%07

VWO

VANGUARD FTSE EMERGING MARKETS ETF

$6M111K3.7%08

VCIT

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

$5M64K3.3%09

VEU

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND