13F Insight
DOSSIER · 13F-HR · Q4 2025

Principia Wealth Advisory, LLC

Principia Wealth Advisory's asset manager based in Chicago, IL — $160M in tracked AUM across 1,015 positions as of Q4 2025.

PW
Principia Wealth Advisory·Chicago, IL·Asset Manager
CIK 0002041436 · last filed Dec 31, 2025
Total AUM
$160M
▲ 17.1%
vs prior
Holdings
1,015
—
positions
Whale Score
43
43
tracked
Activity
—
no data
changes this Q
Top sector
Tech
19% weight
concentration
AI Analysis · Q4 2025 · 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
$5M72K3.3%
10
IAU
ISHARES GOLD TRUST
$4M55K2.8%

Filing history

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