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Principia Wealth Advisory, LLC

All holdings · as of Dec 31, 2025

1,015 positions

CompanyClassValueShares% of portfolio
VANGUARD HIGH DIVIDEND YIELD INDEX ETF$403.7K2,8130.3%
4D MOLECULAR THERAPEUTICS, INC.$402.5K53,6680.3%
NVIDIA Corp$365.4K1,9590.2%
iShares MSCI UAE ETF$363.1K2,4420.2%
THORNBURG MULTI SECTOR BOND ETF$345.2K13,4960.2%
SPDR GOLD SHARES$329.3K8310.2%
FRANKLIN INCOME FOCUS ETF INCOME FOCUS ETF$325.3K11,6030.2%
SCHWAB US AGGREGATE BOND ETF$318.9K13,6460.2%
ABRDN PHYSICAL GOLD SHARES ETF$316.1K7,6950.2%
PINNACLE WEST CAPITAL CORP$311.9K3,5160.2%
Alphabet Inc.$308.3K9850.2%
KINDER MORGAN, INC.$302.7K11,0110.2%
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF$301.6K6,0980.2%
JPMORGAN CHASE & CO$289.0K8970.2%
FIDELITY NASDAQ COMPOSITE INDEX ETF$267.0K2,9210.2%
CAPITAL GROUP DIVIDEND VALUE ETF$265.8K6,0910.2%
AMERICAN BEACON GLG NATURAL RESOURCES ETF$263.3K5,9710.2%
Vanguard S&P 600$251.2K2,2640.2%
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR$244.0K7,3900.2%
STATE STREET SPDR S&P 500 ETF$238.7K3500.1%
Viking Therapeutics Inc$227.9K6,4780.1%
SCHWAB U.S. LARGE-CAP ETF$203.8K7,5750.1%
SCHWAB CHARLES CORP$200.3K2,0050.1%
SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER$199.6K8,4400.1%
Amazon.com Inc$188.6K8170.1%
GMO US QUALITY ETF$178.0K4,6270.1%
AMCOR PLC COM NEW$176.6K21,1800.1%
VANGUARD MULTI-SECTOR INCOME BOND ETF$174.6K3,3850.1%
Meta Platforms Inc$174.3K2640.1%
Walmart Inc.$167.6K1,5040.1%
VANGUARD INFORMATION TECHNOLOGY ETF$161.3K2140.1%
VERIZON COMMUNICATIONS INC$155.4K3,8150.1%
INCYTE CORP$149.8K1,5170.1%
Cognizant Technology Solutions Corp$147.6K1,7780.1%
MCKESSON CORP$144.4K1760.1%
ESSEX PROPERTY TRUST, INC.$139.9K5350.1%
Warren E. Buffett$138.7K2760.1%
CAMPBELL'S Co$138.6K4,9740.1%
CLOROX CO /DE$134.4K1,3330.1%
CONAGRA BRANDS INC.$133.2K7,6930.1%
Medtronic plc$131.6K1,3700.1%
Tesla Inc$122.8K2730.1%
LAM RESEARCH CORP$117.3K6850.1%
TORTOISE NORTH AMERICAN PIPELINE FUND$114.8K3,2510.1%
Philip Morris International Inc.$110.2K6870.1%
AMPHENOL CORP /DE$108.9K8060.1%
NEXTERA ENERGY INC$105.6K1,3150.1%
EXXON MOBIL CORP$104.5K8680.1%
Arista Networks, Inc.ANETCommon Stock$104.4K7970.1%
AMGEN INC$102.7K3140.1%
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