Fund HoldingsPrincipia Wealth Advisory, LLC

Total Portfolio Value
$159.89M
Total Bought
$35.23M
Total Sold
$23.87M
Net Transaction
+$11.36M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
BNY MELLON US LARGE CAP CORE EQUITY ETF
US LRG CP CORE
40,92169,497+28,5765,2539,0905.69%+3,837
VANGUARD FTSE DEVELOPED MARKETS ETF100,563154,009+53,4466,0269,6216.02%+3,595
Schwab 1000 Index0108,220+108,22003,5502.22%+3,550
INVESCO NASDAQ 100 ETF
NASDAQ 100 ETF
55,644954,798+899,15413,75116,16610.11%+2,415
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
INT-TERM CORP
36,79463,938+27,1443,0955,3553.35%+2,260
EYEPOINT INC COM NEW(EYPT)530,725530,72507,5589,6966.06%+2,139
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
OPTIMUM YIELD
34,455176,839+142,3844632,3431.47%+1,880
Energy Sector
ST STR ENERG ETF
036,153+36,15301,6181.01%+1,618
SIMPLIFY MANAGED FUTURES STRATEGY ETF
MANAGED FUTURES
19,94270,899+50,9575581,9331.21%+1,375
SCHWAB HIGH YIELD BOND ETF118,210165,725+47,5153,1604,3782.74%+1,219
SCHWAB LONG-TERM U.S. TREASURY ETF50,51788,663+38,1461,6322,8111.76%+1,178
INVESCO QQQ TRUST SERIES I18,20319,505+1,30210,92911,9827.49%+1,054
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF17,80427,811+10,0071,6952,6781.67%+983
ISHARES TIPS BOND ETF7,63216,526+8,8948491,8161.14%+968
ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF
MSCI GBL ETF NEW
15,18431,443+16,2596761,6141.01%+939
ISHARES GOLD TRUST(IAU)054,670+54,67004,4382.78%+4,438
VANGUARD FTSE EMERGING MARKETS ETF95,982110,838+14,8565,2005,9593.73%+758
IMGP DBI MANAGED FUTURES STRATEGY ETF
IMGP DBI MAN ETF
0148,138+148,13804,1572.60%+4,157
ISHARES SILVER TRUST(SLV)043,199+43,19902,7831.74%+2,783
SCHWAB U.S. SMALL-CAP ETF15,96831,959+15,9914469100.57%+465
4D MOLECULAR THERAPEUTICS INC COM053,668+53,66804030.25%+403
FRANKLIN FTSE JAPAN ETF
FTSE JAPAN ETF
22,99334,539+11,5467951,1900.74%+395
ISHARES CORE U.S. REIT ETF6,24511,809+5,5643676730.42%+306
US TREASURY 3 MONTH BILL ETF
F/M US TREASURY
11,93916,727+4,7885978340.52%+237
STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
ST STR TOTAL ETF
9,35514,882+5,5273805990.37%+219
ABRDN PHYSICAL SILVER SHARES ETF11,42210,577-8455087150.45%+207
ISHARES CORE U.S. AGGREGATE BOND ETF1,9964,048+2,0522004040.25%+204
U.S. GLOBAL GO GOLD AND PRECIOUS METAL MINERS ETF
US GBL GLD PRE
67,71568,792+1,0772,7242,9281.83%+204
NVIDIA CORPORATION COM(NVDA)1,2651,959+6942363650.23%+129
FRANKLIN INCOME FOCUS ETF INCOME FOCUS ETF
INCOME FOCUS ETF
7,51911,603+4,0842093250.20%+117
LAM RESEARCH CORP COM NEW(LRCX)0685+68501170.07%+117
SCHWAB US AGGREGATE BOND ETF9,27013,646+4,3762183190.20%+101
CAPITAL GROUP DIVIDEND VALUE ETF
SHS CREAT UNIT
3,9656,091+2,1261672660.17%+99
KLA CORP COM NEW(KLAC)084+8401020.06%+102
VERIZON COMMUNICATIONS INC COM(VZ)03,815+3,81501550.10%+155
AMPHENOL CORP CL A0806+80601090.07%+109
ARISTA NETWORKS INC COM SHS(ANET)0797+79701040.07%+104
HCA HEALTHCARE INC COM(HCA)0210+2100980.06%+98
META PLATFORMS INC CL A(META)0264+26401740.11%+174
LEIDOS HOLDINGS INC COM(LDOS)0526+5260950.06%+95
CENCORA INC COM0285+2850960.06%+96
MCKESSON CORP COM(MCK)0176+17601440.09%+144
VANGUARD SHORT-TERM BOND ETF9,12510,292+1,1677208110.51%+91
ALLEGION PLC ORD SHS(ALLE)0574+5740910.06%+91
MONOLITHIC PWR SYS INC COM(MPWR)0102+1020920.06%+92
ALPHABET INC CAP STK CL A(GOOG)936985+492283080.19%+81
AUTOZONE INC COM(AZO)023+230780.05%+78
CLOROX CO DEL COM(CLX)01,333+1,33301340.08%+134
MICROSOFT CORP COM(MSFT)1,2571,501+2446517260.45%+75
PHILIP MORRIS INTL INC COM(PM)300687+387491100.07%+62
VIKING THERAPEUTICS INC COM(VKTX)06,478+6,47802280.14%+228
IDEXX LABS INC COM(IDXX)60141+8138950.06%+57
CADENCE DESIGN SYSTEM INC COM(CDNS)117313+19641980.06%+57
VANECK GOLD MINERS ETF
GOLD MINERS ETF
5,5505,588+384244790.30%+55
FASTENAL CO COM(FAST)8392,396+1,55741960.06%+55
VERISIGN INC COM135380+24538920.06%+55
ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF
GSCI CMDTY STGY
3932,396+2,00311600.04%+49
TRACTOR SUPPLY CO COM(TSCO)6911,754+1,06339880.05%+48
SCHWAB US TIPS ETF6782,435+1,75718650.04%+46
USCF SUMMERHAVEN DYNAMIC COMMODITY STRATEGY NO K-1 FUND
SUMMERHAVEN K1
2,4404,560+2,120561000.06%+44
SCHWAB 5-10 YEAR CORPORATE BOND ETF01,923+1,9230440.03%+44
STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF
ST BLOO HIGH ETF
0400+4000390.02%+39
VANGUARD HIGH DIVIDEND YIELD INDEX ETF2,6032,813+2103674040.25%+37
APPLE INC COM(AAPL)2,8742,823-517327680.48%+36
FIDELITY MSCI ENERGY INDEX ETF01,255+1,2550310.02%+31
Cognizant Technology Solutions Cl A(CTSH)01,778+1,77801480.09%+148
FIDELITY WISE ORIGIN BITCOIN FUND(FBTC)0518+5180390.02%+39
AMAZON COM INC COM(AMZN)740817+771621890.12%+26
SPDR GOLD SHARES(GLD)856831-253043290.21%+25
DOUBLELINE OPPORTUNISTIC CORE BOND ETF
OPPO CORE BD ETF
10,38410,926+5424835070.32%+23
MERCK & CO INC COM(MRK)0928+9280980.06%+98
ALPHABET INC CAP STK CL C(GOOG)210235+2551740.05%+23
AMERICAN BEACON GLG NATURAL RESOURCES ETF
GLG NAT RES ETF
5,9955,971-242422630.16%+21
HORIZON KINETICS INFLATION BENEFICIARIES ETF
HORI KI INFL ETF
9,1909,655+4654114290.27%+19
SCHWAB U.S. LARGE-CAP ETF7,0637,575+5121862040.13%+18
ELI LILLY & CO COM(LLY)044+440470.03%+47
WALMART INC COM(WMT)01,504+1,50401680.10%+168
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF5,6586,098+4402863020.19%+15
BROADCOM INC COM(AVGO)231264+3376910.06%+15
STATE STREET SPDR S&P 500 ETF(SPY)337350+132252390.15%+14
VANGUARD TOTAL STOCK MARKET ETF1,3731,386+134514650.29%+14
JPMORGAN CHASE & CO COM(JPM)878897+192772890.18%+12
TESLA INC COM(TSLA)252273+211121230.08%+11
EXXON MOBIL CORP COM0868+86801050.07%+105
MICRON TECHNOLOGY INC COM(MU)069+690200.01%+20
SMI 3FOURTEEN FULL-CYCLE TREND ETF
SMI FULL ETF
0368+368090.01%+9
JOHNSON & JOHNSON COM(JNJ)219236+1741490.03%+8
DIMENSIONAL EMERGING MARKETS VALUE ETF
EMERGING MKTS VA
01,500+1,5000510.03%+51
ATAIBECKLEY INC COM SHS(ATAI)02,000+2,000080.01%+8
NEXTERA ENERGY INC COM(NEE)1,2981,315+17981060.07%+8
VANGUARD CORE PLUS BOND ETF05,581+5,58104360.27%+436
TOTALENERGIES SE ACT(TTE)0110+110070.00%+7
ADVANCED MICRO DEVICES INC COM(AMD)0101+1010220.01%+22
RANGE NUCLEAR RENAISSANCE INDEX ETF0395+3950250.02%+25
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN(CEF)0900+9000410.03%+41
BIOGEN INC COM(BIIB)0185+1850330.02%+33
NORTHERN DYNASTY MINERALS LTD COM NEW(NAK)013,000+13,0000260.02%+26
DELL TECHNOLOGIES INC CL C(DELL)066+66080.01%+8
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
208214+61551610.10%+6
BERKSHIRE HATHAWAY INC DEL CL B NEW264276+121331390.09%+6
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