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Principia Wealth Advisory, LLC

All holdings · as of Dec 31, 2025

1,015 positions

CompanyClassValueShares% of portfolio
GENERAL ELECTRIC CO—$21.3K690.0%
Netflix Inc—$21.2K2260.0%
THE GOLDMAN SACHS GROUP, INC.—$21.1K240.0%
ASML HLDG NV N Y REGISTRY SHS—$20.3K190.0%
MICRON TECHNOLOGY INC—$19.7K690.0%
WELLS FARGO & COMPANY/MN—$19.4K2080.0%
HOME DEPOT, INC.—$19.3K560.0%
BANK OF AMERICA CORP /DE—$18.8K3420.0%
COSTCO WHOLESALE CORP /NEW—$18.1K210.0%
CISCO SYSTEMS, INC.—$18.0K2340.0%
ORACLE CORP—$17.9K920.0%
UNITEDHEALTH GROUP INC—$16.8K510.0%
RTX Corp—$16.7K910.0%
Morgan Stanley—$16.2K910.0%
CATERPILLAR INC—$16.0K280.0%
INTERNATIONAL BUSINESS MACHINES CORP—$16.0K540.0%
ISHARES S&P SMALL-CAP 600 VALUE ETF—$15.8K1390.0%
NOVARTIS AG SPONSORED ADR—$15.2K1100.0%
APPLIED MATERIALS INC /DE—$14.9K580.0%
ASTRAZENECA PLC ORD—$14.9K1620.0%
GE Vernova Inc.—$14.4K220.0%
CHEVRON CORP—$14.3K940.0%
HSBC HOLDINGS PLCHSBCADR$14.2K1810.0%
ABBOTT LABORATORIES—$13.8K1100.0%
ConocoPhillips—$13.6K1450.0%
COCA COLA CO—$13.5K1930.0%
TJX Cos Inc/The—$13.1K850.0%
SLB LIMITED/NV—$12.6K3280.0%
PEPSICO INC—$12.2K850.0%
Salesforce Inc—$12.2K460.0%
BRANDES INTERNATIONAL ETF—$12.1K3030.0%
HALLIBURTON CO—$12.1K4280.0%
Intuitive Surgical Inc—$11.9K210.0%
STATE STREET SPDR BLOOMBERG EMERGING MARKETS USD BOND ETF—$11.8K4620.0%
THERMO FISHER SCIENTIFIC INC.—$11.6K200.0%
PROCTER & GAMBLE Co—$11.2K780.0%
QUALCOMM INC/DE—$10.9K640.0%
SHELL PLC SPON ADS—$10.7K1460.0%
INTUIT INC.—$10.6K160.0%
ADOBE INC.—$10.5K300.0%
Toyota Motor CorporationTMADR$10.5K490.0%
CITIGROUP INC—$10.4K890.0%
JPMORGAN EQUITY PREMIUM INCOME ETF—$10.4K1810.0%
SAP SE SPON ADR—$10.2K420.0%
Phillips 66—$10.1K780.0%
PFIZER INC—$10.0K4010.0%
Uber Technologies, Inc—$10.0K1220.0%
BANCO SANTANDER SA ADR—$9.9K8460.0%
MITSUBISHI UFJ FINANCIAL GROUP INCMUFGADR$9.8K6200.0%
Parker-Hannifin Corp—$9.7K110.0%
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