account_balance
Investment manager · 13F filer · SEC CIK 2041436
Principia Wealth Advisory, LLC
Reported value$198Mas of Sep 30, 2026
Positions1,060 37 new, 41 sold out
Top 10 weight50.4%QQQM alone is 12%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QQQMInvesco Nasdaq 100 ETF
12.3%
BKLCBny Mellon US Large Cap Core Equity ETF
7.5%Trimmed −2%
VEAVanguard Ftse Developed Markets ETF
5.9%
QQQInvesco QQQ Trust Series I
5.4%
VCITVanguard Intermediate-Term Corporate Bond ETF
3.7%Added +28%
VWOVanguard Ftse Emerging Markets ETF
3.7%
PDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
3.3%Trimmed −23%
SCHDSchwab US Dividend Equity ETF
3.0%Added +54%
SCYBSchwab High Yield Bond ETF
2.8%
SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
2.8%
RSPInvesco S&P 500 Equal Weight ETF
2.4%New
FLLAFranklin Ftse Latin America ETF
2.2%+4%
QQQMInvesco Nasdaq 100 ETF
12.3%
BKLCBny Mellon US Large Cap Core Equity ETF
7.5%−2%
VEAVanguard Ftse Developed Markets ETF
5.9%
QQQInvesco QQQ Trust Series I
5.4%
VCITVanguard Intermediate-Term Corporate Bond ETF
3.7%+28%
VWOVanguard Ftse Emerging Markets ETF
3.7%
PDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
3.3%
SCHDSchwab US Dividend Equity ETF
3.0%
SCYB2.8%
SPTM
RSP2.4%
FLLA
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
QQQM Invesco Nasdaq 100 ETF 12.3% Held
BKLC Bny Mellon US Large Cap Core Equity ETF 7.5% Trimmed −2%
VEA Vanguard Ftse Developed Markets ETF 5.9% Held
QQQ Invesco QQQ Trust Series I 5.4% Held
VCIT Vanguard Intermediate-Term Corporate Bond ETF 3.7% Added +28%
VWO Vanguard Ftse Emerging Markets ETF 3.7% Held
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 3.3% Trimmed −23%
SCHD Schwab US Dividend Equity ETF 3.0% Added +54%
SCYB Schwab High Yield Bond ETF 2.8% Held
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.8% Held
RSP Invesco S&P 500 Equal Weight ETF 2.4% New
FLLA Franklin Ftse Latin America ETF 2.2% Added +4%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- RSP $4.7M
- UTWO $2.09M
- VBIL $126K
- TLT $37.5K
arrow_upwardAdded
- SCHA +78%
- SCHD +54%
- SCHQ +50%
- USRT +36%
arrow_downwardTrimmed
- IBIT −53%
- FLJP −37%
- CTA −29%
- DBMF −29%
remove_circleSold out
- SCHK $4.2M
- XME $10.8K
- ATAI $10.5K
- SPTS $7.46K
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