Principia Wealth Advisory, LLC - Portfolio overview

Principia Wealth Advisory, LLC has 1083 reported holdings in this dataset, with the latest filing dated 2026-02-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Energy.

Largest reported holdings by portfolio allocation

1. QQQM - INVESCO NASDAQ 100 ETF, 9.80%
2. QQQ - INVESCO QQQ TRUST SERIES I, 7.26%
3. EYPT - EYEPOINT INC COM NEW, 5.88%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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