Principia Wealth Advisory, LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$118.1B

Holdings

943

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (943 positions)

StockValue
INCMFRANKLIN INCOME FOCUS ETF INCOME FOCUS ETF
$65.7M
GPNGLOBAL PMTS INC COM
$65.6M
DBLDOUBLELINE OPPORTUNISTIC CR FD COM
$61.2M
USRTISHARES CORE U.S. REIT ETF
$59.8M
CLXCLOROX CO DEL COM
$57.8M
AVGOBROADCOM INC COM
$57.4M
VVVANGUARD LARGE-CAP ETF
$56.2M
BACVERIZON COMMUNICATIONS INC COM
$55.7M
FFLCFIDELITY FUNDAMENTAL LARGE CAP CORE ETF
$51.3M
MCKMCKESSON CORP COM
$51.3M
WBAWALGREENS BOOTS ALLIANCE INC COM
$51.2M
KGCKINROSS GOLD CORP COM
$46.9M
DFEVDIMENSIONAL EMERGING MARKETS VALUE ETF
$39.3M
TFXTELEFLEX INCORPORATED COM
$39.0M
MKTXMARKETAXESS HLDGS INC COM
$37.0M
GOOGALPHABET INC CAP STK CL C
$33.9M
IPGPIPG PHOTONICS CORP COM
$32.7M
HONHONEYWELL INTL INC COM
$32.6M
CEF/USPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN
$31.2M
JNJJOHNSON & JOHNSON COM
$31.2M
RALRALLIANT CORP COM
$30.5M
VVISA INC COM CL A
$28.4M
NKENIKE INC CL B
$28.2M
TCAFT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
$27.8M
OVVOVINTIV INC COM
$27.6M
LOWLOWES COS INC COM
$27.1M
NAKNORTHERN DYNASTY MINERALS LTD COM NEW
$26.8M
LLYELI LILLY & CO COM
$26.5M
NFLXNETFLIX INC COM
$25.4M
SDCIUSCF SUMMERHAVEN DYNAMIC COMMODITY STRATEGY NO K-1 FUND
$24.2M
MAMASTERCARD INCORPORATED CL A
$24.2M
KGCKINROSS GOLD CORP COM
$23.4M
BIIBBIOGEN INC COM
$23.0M
COSTCOSTCO WHSL CORP NEW COM
$22.8M
HROWHARROW INC COM
$22.2M
AMLPALERIAN MLP ETF
$19.9M
IJSISHARES S&P SMALL-CAP 600 VALUE ETF
$19.2M
AGGISHARES CORE U.S. AGGREGATE BOND ETF
$17.2M
PBTPERMIAN BASIN RTY TR UNIT BEN INT
$16.6M
ORCLORACLE CORP COM
$16.0M
NUKZRANGE NUCLEAR RENAISSANCE INDEX ETF
$15.8M
HDHOME DEPOT INC COM
$15.4M
ABBVABBVIE INC COM
$15.0M
GEGE AEROSPACE COM NEW
$14.7M
GSGOLDMAN SACHS GROUP INC COM
$14.2M
FBTCFIDELITY WISE ORIGIN BITCOIN FUND
$13.8M
4I1PHILIP MORRIS INTL INC COM
$13.7M
WFCWELLS FARGO CO NEW COM
$13.5M
UNHUNITEDHEALTH GROUP INC COM
$13.4M
KOCOCA COLA CO COM
$13.1M
PLTRPALANTIR TECHNOLOGIES INC CL A
$13.1M
ABTABBOTT LABS COM
$12.9M
CSCOCISCO SYS INC COM
$12.9M
COPCONOCOPHILLIPS COM
$12.8M
TPLTEXAS PACIFIC LAND CORPORATION COM
$12.7M
IBMINTERNATIONAL BUSINESS MACHS COM
$12.7M
SLBSCHLUMBERGER LTD COM STK
$11.9M
AZEKAZEK CO INC CL A
$11.6M
BACBANK AMERICA CORP COM
$11.5M
AMDADVANCED MICRO DEVICES INC COM
$11.4M
RTXRTX CORPORATION COM
$10.5M
CRMSALESFORCE INC COM
$10.4M
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF
$10.3M
INTUINTUIT COM
$10.2M
GEVGE VERNOVA INC COM
$10.1M
ANETARISTA NETWORKS INC COM SHS
$10.0M
DWDMORGAN STANLEY COM NEW
$10.0M
UBERUBER TECHNOLOGIES INC COM
$9.5M
DISDISNEY WALT CO COM
$9.4M
MRSHMARSH & MCLENNAN COS INC COM
$9.4M
NOWSERVICENOW INC COM
$9.3M
PSXPHILLIPS 66 COM
$8.9M
ETNEATON CORP PLC SHS
$8.9M
PGPROCTER AND GAMBLE CO COM
$8.9M
LINLINDE PLC SHS
$8.9M
PEPPEPSICO INC COM
$8.8M
TAT&T INC COM
$8.6M
BABOEING CO COM
$8.6M
CATCATERPILLAR INC COM
$8.5M
APHAMPHENOL CORP NEW CL A
$8.5M
CVNACARVANA CO CL A
$8.4M
TJXTJX COS INC NEW COM
$8.4M
HALHALLIBURTON CO COM
$8.4M
AMATAPPLIED MATLS INC COM
$8.2M
ISRGINTUITIVE SURGICAL INC COM NEW
$8.2M
CRWDCROWDSTRIKE HLDGS INC CL A
$8.1M
BSXBOSTON SCIENTIFIC CORP COM
$8.1M
BINVBRANDES INTERNATIONAL ETF
$8.0M
SYYSYSCO CORP COM
$8.0M
QCOMQUALCOMM INC COM
$8.0M
ORLYOREILLY AUTOMOTIVE INC COM
$7.8M
ADBEADOBE INC COM
$7.7M
CVXCHEVRON CORP NEW COM
$7.7M
MMM3M CO COM
$7.6M
AONAON PLC SHS CL A
$7.5M
XLKTechnology Sector
$7.3M
CTVACORTEVA INC COM
$7.3M
PFEPFIZER INC COM
$7.2M
MSIMOTOROLA SOLUTIONS INC COM NEW
$7.1M
TXNTEXAS INSTRS INC COM
$7.1M
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