Fund Holdings — Principia Wealth Advisory, LLC

Total Portfolio Value
$140.13M
Total Bought
$45.98M
Total Sold
$31.62M
Net Transaction
+$14.36M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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INVESCO NASDAQ 100 ETF
NASDAQ 100 ETF
955,644+55,635213,7519.81%+13,749
ADVERUM BIOTECHNOLOGIES INC COM NEW2,029,1162,077,946+48,8304,3669,4136.72%+5,047
VANGUARD FTSE DEVELOPED MARKETS ETF22,793100,563+77,7701,2996,0264.30%+4,726
BNY MELLON US LARGE CAP CORE EQUITY ETF
US LRG CP CORE
13,52140,921+27,4001,6015,2533.75%+3,652
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
INT-TERM CORP
4,70336,794+32,0913903,0952.21%+2,705
EYEPOINT INC COM NEW(EYPT)533,778530,725-3,0535,0237,5585.39%+2,535
SCHWAB HIGH YIELD BOND ETF25,532118,210+92,6786783,1602.25%+2,482
SCHWAB US DIVIDEND EQUITY ETF11,78186,323+74,5423122,3571.68%+2,044
SCHWAB LONG-TERM U.S. TREASURY ETF4,13350,517+46,3841321,6321.16%+1,500
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF3,52417,804+14,2803261,6951.21%+1,368
FRANKLIN FTSE JAPAN ETF
FTSE JAPAN ETF
2,40122,993+20,592777950.57%+717
INVESCO QQQ TRUST SERIES I18,60618,203-40310,26210,9297.80%+667
VANGUARD FTSE EUROPE ETF3,04111,119+8,0782368870.63%+652
US TREASURY 3 MONTH BILL ETF
F/M US TREASURY
211,939+11,93705970.43%+597
ISHARES TIPS BOND ETF2,3397,632+5,2932578490.61%+591
ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF
MSCI GBL ETF NEW
3,28015,184+11,9041236760.48%+552
SCHWAB U.S. SMALL-CAP ETF015,968+15,96804460.32%+446
U.S. GLOBAL GO GOLD AND PRECIOUS METAL MINERS ETF
US GBL GLD PRE
78,59967,715-10,8842,3042,7241.94%+420
SIMPLIFY MANAGED FUTURES STRATEGY ETF
MANAGED FUTURES
5,62419,942+14,3181505580.40%+407
STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
ST STR TOTAL ETF
09,355+9,35503800.27%+380
ISHARES CORE U.S. REIT ETF1,0576,245+5,188603670.26%+307
AMCOR PLC COM NEW
COM NEW
036,892+36,89203020.22%+302
SCHWAB US AGGREGATE BOND ETF09,270+9,27002180.16%+218
SCHWAB U.S. LARGE-CAP ETF07,063+7,06301860.13%+186
VANGUARD MULTI-SECTOR INCOME BOND ETF03,540+3,54001830.13%+183
ISHARES CORE U.S. AGGREGATE BOND ETF1731,996+1,823172000.14%+183
CAPITAL GROUP DIVIDEND VALUE ETF
SHS CREAT UNIT
03,965+3,96501670.12%+167
VANGUARD SHORT-TERM BOND ETF7,1249,125+2,0015617200.51%+159
APPLE INC COM(AAPL)2,8522,874+225857320.52%+147
FRANKLIN INCOME FOCUS ETF INCOME FOCUS ETF
INCOME FOCUS ETF
2,4307,519+5,089662090.15%+143
VANECK GOLD MINERS ETF
GOLD MINERS ETF
5,5505,55002894240.30%+135
ABRDN PHYSICAL SILVER SHARES ETF11,74711,422-3254045080.36%+104
ISHARES BITCOIN TRUST ETF(IBIT)26,09626,154+581,5971,7001.21%+103
VANGUARD FTSE EMERGING MARKETS ETF103,32895,982-7,3465,1115,2003.71%+90
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
OPTIMUM YIELD
29,59034,455+4,8653864630.33%+77
ALPHABET INC CAP STK CL A(GOOG)902936+341592280.16%+69
AMERICAN BEACON GLG NATURAL RESOURCES ETF
GLG NAT RES ETF
5,4015,995+5941792420.17%+63
VANGUARD TOTAL STOCK MARKET ETF1,2821,373+913904510.32%+61
THORNBURG MULTI SECTOR BOND ETF
MULTI SECTOR BD
11,05713,304+2,2472813410.24%+60
NVIDIA CORPORATION COM(NVDA)1,1431,265+1221812360.17%+55
INCYTE CORP COM(INCY)3,0143,01402052560.18%+50
VANGUARD HIGH DIVIDEND YIELD INDEX ETF2,4112,603+1923213670.26%+46
MICROSOFT CORP COM(MSFT)1,2191,257+386066510.46%+45
DOUBLELINE OPPORTUNISTIC CORE BOND ETF
OPPO CORE BD ETF
9,60010,384+7844444830.34%+39
CISCO SYS INC COM(CSCO)186755+56913520.04%+39
FASTENAL CO COM(FAST)61839+7783410.03%+39
MASTERCARD INCORPORATED CL A(MA)43110+6724630.04%+38
HORIZON KINETICS INFLATION BENEFICIARIES ETF
HORI KI INFL ETF
8,8389,190+3523724110.29%+38
TRACTOR SUPPLY CO COM(TSCO)26691+6651390.03%+38
EDWARDS LIFESCIENCES CORP COM26513+4872400.03%+38
CADENCE DESIGN SYSTEM INC COM(CDNS)11117+1063410.03%+38
PAYCHEX INC COM(PAYX)14311+2972390.03%+37
BROADRIDGE FINL SOLUTIONS INC COM(BR)3160+1571380.03%+37
AUTOMATIC DATA PROCESSING INC COM15143+1285420.03%+37
SPDR GOLD SHARES(GLD)877856-212673040.22%+37
VISA INC COM CL A(V)80191+11128650.05%+37
ABBOTT LABS COM95368+27313490.04%+36
IDEXX LABS INC COM(IDXX)460+562380.03%+36
TESLA INC COM(TSLA)239252+13761120.08%+36
PHILIP MORRIS INTL INC COM(PM)75300+22514490.03%+35
CINTAS CORP COM(CTAS)18190+1724390.03%+35
REPUBLIC SVCS INC COM(RSG)14167+1533380.03%+35
F5 INC COM(FFIV)18121+1035390.03%+34
VERISK ANALYTICS INC COM(VRSK)9143+1343360.03%+33
USCF SUMMERHAVEN DYNAMIC COMMODITY STRATEGY NO K-1 FUND
SUMMERHAVEN K1
1,1202,440+1,32024560.04%+32
VERISIGN INC COM21135+1146380.03%+32
NICHOLAS CRYPTO INCOME ETF
NICHOLAS CRYPTO
01,290+1,2900310.02%+31
COSTCO WHOLESALE CORPORATION COM(COST)2358+3523540.04%+31
INVESCO RAFI US 1000 ETF
RAFI US 1000 ETF
10,21110,21104324620.33%+30
CORPAY INC COM SHS(CPAY)16120+1045350.02%+29
JPMORGAN CHASE & CO COM(JPM)865878+132512770.20%+26
ISHARES ETHEREUM TRUST ETF(ETHA)0810+8100260.02%+26
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF2,5022,478-243383610.26%+23
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
201208+71331550.11%+22
ABRDN PHYSICAL GOLD SHARES ETF(SGOL)9,4008,645-7552963180.23%+22
STATE STREET SPDR BLOOMBERG EMERGING MARKETS USD BOND ETF
ST STR USD ETF
0843+8430210.02%+21
RESMED INC COM(RMD)1,3381,33803453660.26%+21
BROADCOM INC COM(AVGO)208231+2357760.05%+19
SCHWAB US TIPS ETF0678+6780180.01%+18
SCHWAB CHARLES CORP COM(SCHW)4,0164,027+113663840.27%+18
ALPHABET INC CAP STK CL C(GOOG)191210+1934510.04%+17
STATE STREET SPDR S&P 500 ETF(SPY)33733702082250.16%+16
Take-Two Interactive Software(TTWO)995996+12422570.18%+16
KINROSS GOLD CORP COM(KGC)1,5001,500023370.03%+14
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF5,4245,658+2342732860.20%+14
Assurant Inc(AIZ)831820-111641780.13%+14
ASML HLDG NV N Y REGISTRY SHS
N Y REGISTRY SHS
719+126180.01%+13
ASTRAZENECA PLC ORD(AZN)0162+1620120.01%+12
MEDTRONIC PLC SHS(MDT)1,3571,362+51181300.09%+11
AMAZON COM INC COM(AMZN)689740+511511620.12%+11
ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF
GSCI CMDTY STGY
0393+3930110.01%+11
NOVARTIS AG SPONSORED ADR(NVS)36108+724140.01%+9
JOHNSON & JOHNSON COM(JNJ)204219+1531410.03%+9
HSBC HLDGS PLC SPON ADR NEW(HSBC)66181+1154130.01%+9
NEXTERA ENERGY INC COM(NEE)1,2881,298+1089980.07%+9
BERKSHIRE HATHAWAY INC DEL CL B NEW256264+81241330.09%+8
SAP SE SPON ADR(SAP)2053+336140.01%+8
PERMIAN BASIN RTY TR UNIT BEN INT(PBT)1,3331,333017240.02%+8
UNILEVER PLC SPON ADR NEW(UL)0130+130080.01%+8
THE CAMPBELLS COMPANY COM(CPB)5,3825,461+791651720.12%+7
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